Discover market-leading companies and top investment ideas through concise, high-conviction analysis – The stocks every investor should want to own!
| Platform |  | Pricing | Freemium | Publishes | Daily |
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rijnberkinvestinsights.substack.comLatest Issues
🚨 Trade Alert & Performance Update
Several trades and a performance update following the end of Q3.
Hello everyone, thanks for stopping by again!
Booking Holdings – AI is a Real Threat, But It’s Overestimated
Looking at the numbers, it’s hard to deny that Booking Holdings is a formidable business.
For one, it dominates the OTA (Online Travel Agency) space, with a 40%+ global market share, driven by an unmatched presence in Europe and Asia. And...
Moody’s Deep Dive – Buffett Owned It, Should You?
Some of the best investments aren’t complicated, they’re simple. A simple business has fewer things that have to go right for the thesis to hold, making conviction easier to build and forecasting easier, since a repeatable mechanism extrapo...
🚨 Trade Alert - Adding 1 New Position And Deploying Capital On Weakness
Here are the details!
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LVMH – Still a Brilliant Compounder. Just Cheaper
LVMH is a perfect illustration of a short-sighted market.
This is a brilliant business going through a rough patch driven by temporary external factors. As a result, it has sold off 35% YTD to a 12-month low and the lowest price since Octo...
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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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