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| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 208 | Subscribers | Read | rijnberkinvestinsights.substack.com |
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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...
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 Rule of 50 compounder where exceptional fundamentals meet generational demand. That is Lam Research, one of my Top 5 portfolio holdings!
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.
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The writers behind this newsletter.
Buy-side analyst | Long-only | Here to share my investment ideas and thoughts! | Recurring stock coverage + detailed Deep Dives
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