HeyJaredRijnberk InvestInsights
Discover market-leading companies and top investment ideas through concise, high-conviction analysis – The stocks every investor should want to own!
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 26, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 8, 2026
Latest issues
Moody’s Deep Dive – Buffett Owned It, Should You? (opens the original)
Read excerpt
Some of the best investments aren’t complicated, they’re simple. A simple business has fewer things that have to go right for the thesis to hold, making conviction easier to build and forecasting easier, since a repeatable mechanism extrapolates far better than a sprawling company with a dozen segments each pulling in a different direction.Moody’s is about as simple a business as public markets offer, and one of the most powerful at the same time. At its core, the company is one of only three co
🚨 Trade Alert - Adding 1 New Position And Deploying Capital On Weakness (opens the original)
Read excerpt
Hello everyone, thanks for stopping by again!Here is a quick breakdown of the purchases completed earlier today!Subscribe now Read more
LVMH – Still a Brilliant Compounder. Just Cheaper (opens the original)
Read excerpt
LVMH is a perfect illustration of a short-sighted market.This is a brilliant business going through a rough patch driven by temporary external factors. As a result, it has sold off 35% YTD to a 12-month low and the lowest price since October 2020, while the fundamentals remain fully intact.You see, coming out of the COVID-19 pandemic, luxury goods demand boomed in 2022-2023, driven by pent-up demand, elevated savings, and a return of cross-border travel, driving double-digit growth for LVMH and
Broadcom – Cheap For a Reason, But Oversold All The Same (opens the original)
Read excerpt
Despite sitting at the epicenter of the AI infrastructure boom, optimally benefiting from rising infrastructure CapEx, and booming custom silicon demand, Broadcom is underperforming the market in 2026, and it’s not close.For perspective, Broadcom designs custom accelerators that hyperscalers, including OpenAI, Google, Anthropic, and Meta, use to run their AI workloads, and manufactures the networking silicon that connects those accelerators into the massive clusters that frontier AI demands. As
CrowdStrike – I Love This Business, But The Valuation is Brutal (opens the original)
Read excerpt
Two weeks ago, on August 26, CrowdStrike released its fiscal Q2 2027 results, and it delivered strong results that impressed. While headline numbers weren’t overly impressive, only just clearing consensus estimates, underlying operational results were exceptional, reflecting a demand inflection, which gave management the confidence to considerably raise its fiscal FY27 guidance and issue very bullish guidance for 2028. This reflects not just excellent Q2 results, but fundamentally stronger deman
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.