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Rijnberk InvestInsights

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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Caterpillar – When a Cyclical Stops Trading Like One

Following a blowout Q2, CAT has never looked stronger. At the same time, the valuation has never left less room for error.

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!

Uber – A Terrific Business But a Terrible Stock

Q2 proved the business is thriving, but misplaced AV disruption fears leave Uber trading at a valuation that makes no sense.

Schneider Electric - A Multi-Decade Compounder in the Making

An Industrial giant positioned at the intersection of AI, electrification, and automation, now growing double digits with record FCF!

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!

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!

SAP SE – The AI Threat is Real, But Misunderstood

A Q2 Review, a breakdown of the AI threat, and a thesis update!

Abbott – Q2 Proved the Discount Won't Last

A Q2 Review and Thesis Update

🚨 Trade Alert - Adding to a few positions on Weakness

Here are the details!

ServiceNow – The Market Is Selling a Narrative, The Numbers Tell a Different Story

Q2 results confirm this isn’t a business being disrupted by AI, but one benefiting from it – the numbers don’t lie.