StockOpine’s Newsletter | Substack

Adyen H2 2025 Review: The Underlying Business Remains Strong

The Growth Engine Decelerates, The Profit Machine Returns

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Grab Holdings: The Profitability Inflection Point

Jan 5 • StockOpine

Diageo - A Taste of Success in the Beverage Industry

Jun 15, 2023 • StockOpine

ASML Deep Dive: The Indispensable Enabler of Moore's Law

Sep 1, 2025 • StockOpine

Lululemon: Is the Brand's Power Really Fading?

Apr 11, 2024 • StockOpine

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PayPal Q4’25 Review: Sacking the Coach While the Scoreboard Bleeds

PYPL misses earnings as Branded Checkout stalls. Our review on the new CEO, the buyback illusion, and why we remain on the sidelines.

Feb 9 • StockOpine

AMD Q4'25: Is the AI Thesis Intact?

Record Revenue vs. Market Skepticism

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Portfolio Update: Deploying Cash Into Quality

A portfolio update explaining how we deployed cash into high-quality businesses amid market weakness and the framework behind our allocation decisions.

Feb 2 • StockOpine

ASML Q4’25: Record Orders Signal an "AI Super-Cycle"

ASML delivered a blockbuster end to 2025, beating expectations with record bookings that signal a strong cycle.

Feb 2 • StockOpine

LVMH Q4’25: "We Will Make It Through the Winter"

LVMH Q4'25 Earnings

Jan 29 • StockOpine

PayPal Valuation Update: Is it a 'Value Trap'?

Analyst downgrades have pushed PayPal to 52-week lows. We update our valuation model to show why the "death of checkout" narrative is wrong and reveal…

Jan 26 • StockOpine

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