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Rijnberk InvestInsights

Daan | InvestInsights, Luuk Rijnberk

Discover market-leading companies and top investment ideas through concise, high-conviction analysis – The stocks every investor should want to own!

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues208SubscribersRead rijnberkinvestinsights.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Monday ($MNDY) – A Rule of 50, but at Risk of Becoming Irrelevant

It wasn’t long ago that Monday.com felt like one of the easiest enterprise software stories to love. A sleek, colorful platform, beloved by users, growing 30–40% a year, throwing off cash, and expanding into new product categories seemingly...

a month ago
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3

PayPal – Mispriced, Misunderstood, and Stronger Than Ever (Q3 Review)

Since May of this year, I have become increasingly bullish on PayPal, which is why I have been building a sizeable position in the company on weakness over the last 6 months, making it a top 10 position in my own portfolio at an average cos...

a month ago
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2

Lam Research – A Rule of 50 Compounder with Exceptional Fundamentals

A Rule of 50 compounder where exceptional fundamentals meet generational demand. That is Lam Research, one of my Top 5 portfolio holdings!

a month ago
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0
Paid

Netflix – I Bought This 10% Sell-off!

Last week’s 10% sell-off of Netflix shares after the company reported earnings the prior evening is all the proof you need to realize how short-sighted the markets are and how irrational and emotional they can be.

a month ago
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4

Authors

The writers behind this newsletter.

  • Daan | InvestInsights

    Buy-side analyst | Long-only | Here to share my investment ideas and thoughts! | Recurring stock coverage + detailed Deep Dives

  • Luuk Rijnberk
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