Sitemap - 2024 - Rijnberk InvestInsights
Nike, Inc. – I am optimistic (A Deep Dive)
Broadcom Inc. – A Deep Dive into this technology conglomerate
Oracle Corporation – This business has transformed into a long-term winner
Here are 3 stocks I am buying today!
Lululemon Athletica, Inc. – Still an ultra-high-quality fashion business
Salesforce, Inc. – The new leader in AI, but optimism might have been overdone
Portfolio Update Dec. 2024 (up 28% YTD)
ServiceNow, Inc. – An astonishing business I would love to own
Qualcomm Inc. – A Deep Dive into its future and investment thesis
Mondelez International, Inc. – The best Defensive stock pick today
monday.com Ltd. - Still a Rule of 40 business (Quarterly Review)
MercadoLibre, Inc. – This 17% sell-off is a gift to investors (Stock Analysis)
Starbucks Corp. – Amid turnaround hopes, is this the time to buy?
Uber Technologies – A brilliant business executing to perfection (Quarterly Update)
Lam Research Corp. – Now undervalued and poised for outperformance!
Texas Instruments Inc. – An absolute gem in the semiconductor industry (A Deep Dive)
The Procter & Gamble Company – A brilliant business at a hefty price tag (Earnings Analysis)
I am buying LVMH shares today, and here’s why! (Q3 Earnings Analysis)
ASML Holding N.V. – Here is my take after the Q3 earnings and a 20%+ sell-off
EssilorLuxottica (EL) – This company has an unparalleled moat (A Deep Dive)
Portfolio Update Oct. 2024 - I added three new positions in September
Oracle Corporation - Is the hype justified, or is it time to take profits? [Stock Analysis]
Universal Music Group – A Deep Dive into one of Bill Ackman’s favorite stocks
Adobe Inc. – An opportunity amid AI fears or getting disrupted?
Which stocks to buy today? I am loading up on these two (+2)! – Sept. 2024 Edition
Lowe’s Companies, Inc. – A true SWAN stock, one I would love to own (Deep Dive)
After a chaotic August, this is my 24-stock portfolio - Portfolio update Sept. 2024
Lululemon Athletica, Inc. – Misunderstood and now an absolute bargain!
adidas AG – A turnaround in the making (A Deep Dive)
Monday.com – Q2 results prove it remains a best-in-class software pick
Looking for potential big winners? These are two of our top investment ideas.
Booking Holdings – Shares are on sale once again!
Uber Technologies – This is why it remains my largest position
August 1st portfolio update - I exited PayPal and First Solar, added 10 new positions
Starbucks Corporation – I am happily buying at these levels
Enphase, KLA, Comcast – Time to buy or not? Here's my take after earnings
Brilliant Q2 results and a 12% sell-off – TSMC is still a bargain!
ASML Holding N.V. – The 11% post-earnings sell-off is (mostly) justified
FedEx is still a Deep Value opportunity after Q4 results
2 new stocks in my portfolio (July portfolio update)
This is why I am actively buying Qualcomm shares right now!
PayPal vs Apple Pay – What Apple’s WWDC announcements mean for PayPal (It isn’t great)
An LVMH trading and financial update – Is now the time to buy?
Oracle Corporation – Its cloud computing edge is finally materializing
Lululemon Athletica Inc. - Time to buy? What fundamental & technical analysis is telling us
Salesforce, Inc. – The sell-off presents an opportunity. I am buying.
These are the top 3 stocks to buy today
Monthly Portfolio Update (June 2th, 2024)
Analog Devices vs Texas Instruments - Which one is superior?
A deep dive into PayPal Holdings – Still a value opportunity or doomed to fail?
MercadoLibre – A deep dive into this Latin American industry leader
Infineon Technologies AG – Still undervalued, with potential annual returns exceeding 13%.
Stocks vs ETFs – Which Route Should You Take?
Uber Technologies – A brilliant company now trading at a discount
Booking Holdings Inc. – Delivered a blowout Q1
Qualcomm Incorporated – Don't underestimate its prospects
Starbucks Corporation – One of its worst quarters ever, but still a buy
KLA Corporation – One for on your watchlist, but don't pull the trigger yet (Earnings Review)
Monthly Portfolio Update (May 1st, 2024)
Meta Platforms, Inc. – This sell-off is an opportunity
TSMC – Let’s be realistic; this is a no-brainer today
ASML Holding N.V. – Significant growth ahead (A Q1 review)
Delta Air Lines, Inc. – Sets the benchmark with decent Q1 results
Market Review – Disinflation stagnates, and rate cut hopes disappear.
Our brand new portfolio! (April 7 update)
Enphase Energy, Inc. – Time to add this solar leader to your watchlist
Lululemon Athletica Inc. – One of my absolute favorite companies
NIKE, Inc – A fiscal Q3 earnings review (Hold rating)
Headlines you might have missed (Week 12)
Oracle Corporation – A fiscal Q3 earnings review (Buy Rating)
Booking Holdings Inc. – Now a terrific dividend growth investment
Market Review – Brace Yourself For A 5-10% Correction
eBay Inc. – A rare possible value play
What is the Right Time to Sell: You Will Never Say "Oops, I Sold Too Early" Again
Comcast Corporation – All you need to know about this media giant
Weekly Insight #9 – The battle between bulls and bears is heating up
Monday.com Ltd. – A Deep Dive into a Rule of 50 SaaS leader
Mondelez International, Inc. – Well positioned for ongoing success
Weekly Insight #8 – Markets reach new all-time highs thanks to AI
Applied Materials, Inc. – This company is of exceptional quality
Weekly Insight #7 – Last week was a crucial expectation reset
Uber Technologies – A Brilliant company that comes with a hefty price tag
Weekly Insight #6 – JPMorgan sees 20-30% downside in global markets
Expedia Group – Please don't ignore this sell-off opportunity
Infineon Technologies AG – Remains one of our rare “strong buys” after earnings
Meta & Amazon – Only one is a buy after earnings
Weekly Insight #5 – Interest rates will remain higher for longer
This is a true one-of-a-kind business and one of our largest holdings.
Qualcomm Incorporated – The Q1 report is a mixed bag but we remain bullish
Starbucks Corporation – Don’t be fooled by the earnings miss
Market Insight – Layoffs, earnings, and innovation
Weekly Insight #4 – Solid Economic Data Spurs (justified?) Optimism
KLA Corporation - 2024 WFE guidance is below expectations
The Procter & Gamble Company - Q2 results show why it remains an investor favorite
ASML Holding N.V. - A Q4 earnings review
Market Insight – TSMC and Synopsys
Weekly Insight #3 - Markets continue to price in a lot of optimism
Significant Growth Opportunities Are Often Overlooked For This Resilient Player
Market Insight – Unity Software & Delta Air Lines
This stock is a true value opportunity at a 25% discount - I am buying
Weekly Insight #2 - Wall Street remains too optimistic amid sticky inflation
Market Insight - Why we continue to avoid Boeing following last Friday's incident
Weekly Insight #1 - Markets get off to the worst start since 2016
Synopsys: A Truly Unique Company Worth Your Consideration
Investor's Dilemma: Lam Research Shines Amid Risks, but is the Price Right?
Welcome to Rijnberk InvestInsights - This is what you can expect from us and 2024!