Discover market-leading companies and top investment ideas through concise, high-conviction analysis – The stocks every investor should want to own!
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rijnberkinvestinsights.substack.comLatest Issues
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!
Hi everyone, thank you for stopping by and for supporting my work!
30%+ Growth, Rule of 40, an ROIC of 51% - This is Still My Top Pick in Semiconductors
This stock is clearly not talked about enough, as it just proved once more why it's one of my core positions!
Every quarter when I write one of these updates, I try to find a new way to say “Lam Research beat expectations again” without so...
SAP SE – The AI Threat is Real, But Misunderstood
SAP has been one of the market’s more brutal repricings this year, and I mean that literally: shares are down 34% YTD and 44% over the last twelve months, wiping out a staggering amount of market cap from a company that, by every operationa...
Abbott – Q2 Proved the Discount Won't Last
A Q2 Review and Thesis Update
Back in early May, I published a Deep Dive into Abbott Laboratories, a dividend king and one of the most diversified and durable healthcare giants in the world.
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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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