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| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
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| Issues | 297 | Founded | 3 years ago | Last Issue | 10 days ago |
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rijnberkinvestinsights.substack.comLatest Issues
Broadcom – Cheap For a Reason, But Oversold All The Same
Despite sitting at the epicenter of the AI infrastructure boom, optimally benefiting from rising infrastructure CapEx, and booming custom silicon demand, Broadcom is underperforming the market in 2026, and it’s not close.
For perspective,...
CrowdStrike – I Love This Business, But The Valuation is Brutal
Don't Let a Great Quarter Talk You Into a Bad Price
Two weeks ago, on August 26, CrowdStrike released its fiscal Q2 2027 results, and it delivered strong results that impressed. While headline numbers weren’t overly impressive, only just c...
🚨 Trade Alert - 4 Purchases
Here are the details!
Hello everyone, thanks for stopping by again!
Mobility Global – A Dirt-Cheap Monopoly Recently Spun-Off (A Deep Dive)
Spin-offs are one of the few corners of the market where a structural, non-economic force reliably creates mispricing, and it has nothing to do with the business itself. When a company spins off a division, the new shares land in the portfo...
Synopsys — Still Indispensable, More Dominant Than Ever (Q3 Review)
Breaking down Q3 earnings, the Kimi K3 scare, and why Synopsys's dominance has never been more secure.
Synopsys is a formidable business that still deserves more investor attention. The company operates a mission-critical duopoly with Cade...
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Authors
The writers behind this newsletter.
I’m Daan - Retail investor and financial analyst | Here to share my investment ideas, research, thoughts, and investing journey! | Long-only |
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