Rijnberk InvestInsights
Daan Rijnberk, Luuk RijnberkA publication for investors and those looking for easy-to-read and in-depth stock analysis! We provide your weekly dose of investment ideas, analyses, and updates on some of the most exciting and best opportunities in the financial markets.
| Platform |  | Pricing | Freemium |
|---|---|---|---|
| Publishes | Twice weekly | Issues | 131 |
| Subscribers | Read | rijnberkinvestinsights.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Crowdstrike Holdings, Inc – Are shares finally a buy after a 30%+ drop?
A 30%+ decline from recent highs, solid financial results, but also still trading at incredibly high valuation multiples. Is it time to buy CRWD shares?
Taiwan Semiconductor ($TSM) – This is now an absolute bargain
Mounting Chinese export fears, upcoming tariffs, and a global trade war are among the many factors currently impacting the market. Semiconductors are leading the decline, with the SMH semiconductor ETF losing about 18% since its January 22 ...
Salesforce, Inc. – I am not convinced (Stock Analysis)
Salesforce fails to impress with its Q4 results, and management's commentary makes me skeptical about its growth prospects.
Portfolio Update March 2024 (up 7.3% YTD)
Here is an updated look at my portfolio after a volatile February.
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Authors
The writers behind this newsletter.
Rijnberk InvestInsights is a publication for investors and those looking for easy-to-read and in-depth stock analysis! Benefit from our weekly research posts and Deep Dives.
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