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 |
|---|---|---|---|---|---|
| Issues | 290 | Founded | 3 years ago | Last Issue | 9 days ago |
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rijnberkinvestinsights.substack.comLatest Issues
Caterpillar – When a Cyclical Stops Trading Like One
Last week, on August 4th, Caterpillar released its second-quarter results, and even though expectations were already quite high, the company managed to blow past consensus estimates and deliver numbers that were simply impressive, comfortab...
MercadoLibre – The Market is Short-Sighted. That’s the Opportunity.
The market is fixated on misplaced credit concerns and near-term profits, mispricing an obvious multi-decade compounder. I am a buyer!
Last week, Latin American E-commerce and FinTech giant MercadoLibre released its second-quarter results,...
Uber – A Terrific Business But a Terrible Stock
Today, I am not going to bother with an introduction and just delve straight into today’s subject, since we have plenty to go over, including Uber’s Q2 results, updating my view of the AV threat/opportunity, and ultimately updating the fina...
Schneider Electric - A Multi-Decade Compounder in the Making
Last week, French industrial giant Schneider Electric released its second-quarter results and delivered very strong numbers that exceeded my expectations by a good margin and allowed management to raise FY26 guidance quite significantly. Th...
My Portfolio Details & Price Targets on 58+ Stocks — The Updated Hub is Now Live!
My portfolio allocation, portfolio exposure, trade log, long-term performance, and now the full Rating / Price Target sheet all in one interactive, web-based platform!
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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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