We share in-depth research on companies we describe as ‘quality companies’.
Our preference for quality stocks stems from the observation that the compounders of the past typically continue to be the compounders of the future. The risk of disruption is mitigated by the strong market presence of the selected companies, ensuring a “worry-free” investing journey.
To identify and value a quality company, one must go beyond stock screening or examining historical valuation multiples. It requires understanding of the business model, unit economics, and the company’s industry position.
At StockOpine, we undertake the heavy lifting for you, dedicating hours to analyze a carefully selected company. We then deliver a comprehensive report, enabling you to grasp the business model and discern why the company is considered a quality one. We invest the time, so you can save hours.
In this post, you can gain insights into the companies we analyzed in 2023 and track their 2023 performance since our coverage.
We are long-term investors, focusing on businesses with sustainable competitive advantages that are expected to generate above-average returns.
At StockOpine, we adopt a thorough bottom-up approach, specializing in comprehensive fundamental analysis. The companies we carefully select shall display, among others, the following attributes:
Leaders in their industries or disruptors with superior business model
Wide moat allowing them to retain margins and market position
If a company possesses the above attributes and the price meets our hurdle rate, we initiate a position.
As Warren Buffet said, “If a business does well, the stock eventually follows.”
What you get
By subscribing to the paid tier of our newsletter you will receive the following:
Two company write-ups per month (each second and fourth Thursday at 1pm EST).
New company: One write-up will focus on a new company that we are considering adding to our portfolio. This reports includes among others a comprehensive business overview, financial analysis, industry landscape and a valuation estimate.
Existing portfolio company: The other write-up will delve into further details about an existing portfolio company, providing an updated valuation estimate. This analysis will include a thorough examination of the company's current performance and growth prospects.
Analysis and key takeaways: Stay informed with our analysis and key takeaways from the latest earnings announcements of the stocks in our portfolio.
Investment thesis memos: Access our investment thesis memos for new positions, providing valuable insights into our investment strategy.
6-month snapshot: Get a quick snapshot comparing the stock prices and estimated values of the companies we've covered over the past six months (updated on the last Friday of each month).
Quarterly portfolio updates: Receive comprehensive quarterly portfolio updates, including a performance overview and a breakdown of the rationale behind each transaction taken during the quarter.
A sample of what you get:
New company write-up → Evolution AB – A ‘sin’ stock with healthy returns
Existing portfolio company write-up → Decoding PayPal's Figures: Valuation and Growth Analysis
Earnings review → Carrier Q3’23 Results Defy Volume Declines with Margin Expansion
Investment thesis → lululemon Athletica Inc. – Investment Thesis
Portfolio Update → 2022 Portfolio Update
❗ Value for Money: A single valuable idea can surpass the nominal subscription cost of $15 per month or $120 per annum ❗
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About the authors
StockOpine is created by a team of two stock investors at their early 30s, who have vast experience in the financial services and asset management industries.
We both started our careers at Big4 accounting firms where we gained expertise in audit and financial advisory services.
In our careers, we analyzed a large number of financial statements, either from an audit or corporate finance perspective, performed numerous valuations, developed financial models and took financial / operational decisions considering the risks involved. We believe that the combination of our skills and the ability to work as a team gives us an edge.
We both hold professional qualifications (one holds the ACCA qualification and the other holds the ACA and CFA qualifications) and we use our experiences and knowledge to perform fundamental analysis / deep dives in order to identify stocks that fit our portfolio and have potential for sustainable returns.
If you are interested to learn more about us, you can read this interview of our Co-founder Adamos Hadjiantoniou.
If you have any questions, you can reach us on Twitter @StockOpine.
Research Tools - Affiliate partnerships
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