Rijnberk InvestInsights · MentionTrace

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Latest post15 Oct 2026


Starbucks Corporation	Starbucks – A Stock Worth Owning Long-Term at the Right Price	-	15 Oct 2026
Stryker Corporation	Stryker Corp. – The Cheapest It Has Been Since 2016, for All the Wrong Reasons.	-	10 Oct 2026
Booking Holdings Inc.	Booking Holdings – AI is a Real Threat, But It’s Overestimated	-	3 Oct 2026
Moody's Corporation	Moody’s Deep Dive – Buffett Owned It, Should You?	-	26 Sept 2026
Hermès International Société en commandite par actions	LVMH – Still a Brilliant Compounder. Just Cheaper	-	19 Sept 2026
LVMH Moet Hennessy Louis Vuitton SE	LVMH – Still a Brilliant Compounder. Just Cheaper	-	19 Sept 2026
Broadcom Inc.	Broadcom – Cheap For a Reason, But Oversold All The Same	-	12 Sept 2026
CrowdStrike Holdings, Inc.	CrowdStrike – I Love This Business, But The Valuation is Brutal	-	10 Sept 2026
Mobility Global, Inc.	Mobility Global – A Dirt-Cheap Monopoly Recently Spun-Off (A Deep Dive)	-	5 Sept 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
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 Corporation	30%+ Growth, Rule of 40, an ROIC of 51% - This is Still My Top Pick in Semiconductors	-	4 Aug 2026
SAP SE	SAP SE – The AI Threat is Real, But Misunderstood	-	1 Aug 2026
Abbott Laboratories	Abbott – 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