Sitemap - 2025 - Rijnberk InvestInsights
Oracle is Firing on All Cylinders — So Why Did I Sell My Shares?
Lululemon Athletica – Should you buy the 20% sell-off?
Crowdstrike is Still a Rule of 40 Business — Just Not a 25x Sales One
InvestInsights Portfolio Update - June 2025
Salesforce Looks Cheap Again: 14% CAGR Potential from a Blue-Chip Compounder
Lowe’s Stock Analysis: Is This Dividend King a Buy in 2025?
Adidas AG – The Best Turnaround Story in Europe? I see Room for 17% annualized returns
The Watchlist Report #1 – These 5 Stocks Are Too Cheap to Ignore
MercadoLibre Is Crushing It — But I’m Not Buying (Yet)
The Trade Desk ($TTD) Just Proved Everyone Wrong — Again.
Uber Technologies – Shares remain cheap, with potential for a 17% return CAGR
Spotify Technology S.A. - This is a top pick in this market, but it comes at a premium
Starbucks & Booking earnings reviews
PayPal is a no-brainer right now (Stock Analysis)
InvestInsights Portfolio Update - May 2025
ServiceNow, Inc. – Should you still buy the dip?
Texas Instruments Inc. – Good results but a cloudy outlook
L'Oréal S.A. – This is a true SWAN (A Deep Dive)
ASML Holding N.V. – Please, ignore this short-term noise
Adobe at 17x earnings is a bargain, no doubt – I am buying.
American Express – A must-own for long-term investors (Deep Dive)
Thermo Fisher Scientific – A MedTech giant now available at a discount
SMB #4 – Tariffs, tariffs, tariffs, and what they mean for investors.
Lululemon Athletica ($LULU) – Earnings review + thesis update
InvestInsights Portfolio Update - April 2024
Stock Market Briefing #3 – Tariff uncertainty weighs on sentiment
Lam Research Corp. – I have just tripled my position in this brilliant compounder
Stock Market Briefing #2 – An optimistic Fed does take some investor fears away
Here are two under-the-radar stocks that may be worth buying today!
Stock Market Briefing #1 - The much-needed reset is finally here
Broadcom Inc. – Impressive but also heavily reliant on AI and hyperscaler CapEx
A big InvestInsights content update - Here’s what will change!
My complete Rating Overview is now easily accessible online!
Crowdstrike Holdings, Inc – Are shares finally a buy after a 30%+ drop?
Taiwan Semiconductor ($TSM) – This is now an absolute bargain
Salesforce, Inc. – I am not convinced (Stock Analysis)
Portfolio Update March 2024 (up 7.3% YTD)
Synopsys, Inc. - A must-own and now trading at a discount
Booking Holdings Inc. – One of the best-managed businesses you'll find!
MercadoLibre, Inc. - Showcasing its quality with a strong Q4 report
Earnings Reviews – Applied Materials & Airbnb
Earnings Reviews – Monday.com, Coca-Cola & Adyen
The Trade Desk, Inc. – Time to buy shares amid a 30%+ sell-off?
Uber shares remain a bargain, and I am buying.
ServiceNow, Inc. – I bought the post-earnings dip. Here’s why!
Portfolio Update Feb. 2024 (up 7.4% YTD)
ASML Holding N.V. – Current fear-driven weakness is a gift to investors
What stocks would you like to be covered in February? (Paid subs only)
Texas Instruments Inc. – Can current multiples still be justified?
Spotify Technology S.A. – A Deep Dive
The TSMC Q4 results – A very bullish sign for the semiconductor industry
Deutsche Telekom AG – Not exciting, but poised for 12% annual returns
The Bargain Radar #1 - Here are three stocks worth buying today
Thermo Fisher Scientific Inc. – Uniquely positioned for long-term success (A Deep Dive)
Mastercard, Inc. – One of the best stocks to own for the decade ahead (Deep Dive)
Portfolio Update Jan. 2025 + New Year's update, reflections, and predictions