Rijnberk InvestInsights
Daan | InvestInsights, Luuk RijnberkDiscover 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 | 244 | Subscribers | Read | rijnberkinvestinsights.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
🚨 Trade Alert + Portfolio Allocation Update
An update on a number of small moves, including MELI, ASML, SAP, BN, and AVGO. And a more extensive portfolio allocation update.
MercadoLibre – The Market Is Wrong, and the Numbers Prove It
Markets have been in a broad risk-off mood, dominated by global trade uncertainty, AI-disruption-driven fear, and lingering questions around the U.S. economy. In that kind of tape, investors tend to sell first and ask questions later, and M...
Booking Holdings – Is it a Buy at 15x Earnings Amid the Threat of AI Disruption?
Three questions: How good were its Q4 results? Is Booking faces serious risk from Agentic AI? Should you buy the dip or get out?
🚨 Transaction Alert - Re-entering Booking & Buying on Weakness
A quick overview of today's portfolio transactions!
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Authors
The writers behind this newsletter.
Buy-side analyst | Long-only | Here to share my investment ideas and thoughts! | Recurring stock coverage + detailed Deep Dives
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