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
Shopify – A Deep Dive into the Toll Booth of Global Commerce
Shopify is one of the most consequential businesses of the last two decades — a company that started as a solution to its founder’s frustration with selling snowboards online and grew into the essential operating system for global commerce....
The AI Era Has a Complexity Problem. Datadog Is the Answer.
As Agentic AI adoption creates huge demand for IT Observability, Datadog is a top AI pick for the next decade or two, but it comes with a price tag
Datadog is one of the few SaaS stocks – if not the only large-cap – that has outperformed t...
🚨 Trade Alert - Deploying Some Cash
Here are the details!
Hello everyone, thank you for stopping by once again!
ServiceNow – One SaaS Stock That Gets Better as AI Gets Bigger
ServiceNow is, without a doubt, one of the most out-of-favor stocks in the market today. Shares are down 54% over the past 12 months and 38% YTD, as the market continues to treat it as just another seat-based software vendor facing obsolesc...
MercadoLibre – The Market Is Selling the Future at Yesterday's Price
The market is short-sighted, and that's our opportunity
MercadoLibre is an e-commerce and FinTech leader in LatAm, the largest company in the region by market cap, and it is one of the most promising and compelling long-term investments in...
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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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