StockOpine’s Newsletter
Subscribe
Sign in
Home
Deep Dives
Earnings & Valuations
Portfolio News
StockOpine Portfolio
Extras
Research Tools
About
The Shift: PayPal to Become a Bank & Amazon Backs OpenAI
Portfolio News #19
READ THE LATEST
Most Popular
View all
Diageo - A Taste of Success in the Beverage Industry
Jun 15, 2023
•
StockOpine
35
6
7
Lululemon: Is the Brand's Power Really Fading?
Apr 11, 2024
•
StockOpine
27
6
9
INVISIO AB: Anatomy of a Niche Champion's Moat
Oct 7
•
StockOpine
29
7
Evolution AB: Challenges, Regulations, and Market Dynamics
Dec 14, 2023
•
StockOpine
30
2
3
Recent posts
View all
Adobe Executes, Gemini Gains Share & Ashtead Accelerates
Portfolio News #18
Dec 11
•
StockOpine
11
2
Pool Corp Valuation: The Bottom is In, but is the Price Right?
Pool Corp Valuation Update
Dec 9
•
StockOpine
9
2
Zuck Cuts Costs, AMD’s Supercycle & Greggs Upside
Portfolio News #17
Dec 6
•
StockOpine
13
2
Adyen Investor Day: From gaining share in payments to owning the financial lifecycle
Key takeaways from Investor Day and an updated valuation
Dec 2
•
StockOpine
9
2
Meta's TPU Shift, Autodesk’s Beat & Straumann's New Targets
Portfolio News #16
Nov 28
•
StockOpine
11
3
AMD Valuation Update: Modeling the $1 Trillion Opportunity
Analyzing the new long-term targets and updating our valuation model
Nov 25
•
StockOpine
6
2
See all
StockOpine’s Newsletter
We invest the time, so you can save hours! Providing high-quality fundamental research and stock ideas.
Subscribe
Portfolio
Live Portfolio View
Q3 2025 Portfolio Letter
Affiliate Links
FinChat
15% discount for StockOpine readers
Koyfin
20% discount for StockOpine readers
We invest the time, so you can save hours! Providing high-quality fundamental research and stock ideas.
Subscribe
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
