MentionTraceStock ideas from sharp blogs, podcasts & letters

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Rijnberk InvestInsights

Publishes concise, high-conviction analysis of market-leading companies and global equity ideas.

https://rijnberkinvestinsights.substack.com/

Mentions11
Posts10
Latest post29 Aug 2026
Synopsys, Inc.Synopsys — Still Indispensable, More Dominant Than Ever (Q3 Review)-29 Aug 2026
S&P Global Inc.No, AI Is Not Killing S&P Global – Still A Buy-and-Hold Forever Stock-22 Aug 2026
Caterpillar Inc.Caterpillar – When a Cyclical Stops Trading Like One-15 Aug 2026
MercadoLibre, Inc.MercadoLibre – The Market is Short-Sighted. That’s the Opportunity.-12 Aug 2026
Delivery Hero SEUber – A Terrific Business But a Terrible Stock-8 Aug 2026
Uber Technologies, Inc.Uber – A Terrific Business But a Terrible Stock-8 Aug 2026
Schneider Electric S.E.Schneider Electric - A Multi-Decade Compounder in the Making-6 Aug 2026
Lam Research Corporation30%+ Growth, Rule of 40, an ROIC of 51% - This is Still My Top Pick in Semiconductors-4 Aug 2026
SAP SESAP SE – The AI Threat is Real, But Misunderstood-1 Aug 2026
Abbott LaboratoriesAbbott – Q2 Proved the Discount Won't Last-30 Jul 2026
ServiceNow, Inc.ServiceNow – The Market Is Selling a Narrative, The Numbers Tell a Different Story-25 Jul 2026