What is the Stockopine newsletter about? 📧
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.
Portfolio strategy 📊
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
Strong financials
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 will you get as a premium subscriber? 💰
🚀 Bi-Monthly Company Write-Ups (each second and fourth Thursday at 1pm EST).
New company: A deep dive into a potential portfolio addition, covering business overview, financials, industry landscape, and valuation.
Existing portfolio company: A detailed update on an existing portfolio company, including a revised valuation and performance review.
📊 Quarterly portfolio updates: Comprehensive performance overview and rationale behind each transaction for the quarter.
📑 Investment thesis memos: Access our investment thesis memos for new positions, providing valuable insights into our investment strategy.
📈 Analysis and key takeaways: Key insights from recent earnings announcements of portfolio stocks.
💲6-month snapshot: Monthly updated comparison of stock prices vs. estimated values of companies we've covered over the past six months .
🏭 Occasional Industry Overviews.
✍ Access to the premium members’ chat.
💰 A 3-MONTH FREE TRIAL on Koyfin (applicable to annual plans).
A sample of what you get:
Company write-up
Earnings review
Investment thesis
Portfolio Update
Value for Money
❗ Our research provides in-depth company analysis, portfolio updates, industry insights, and exclusive access to a members' chat—all for just $150 per year or $17.50 per month. This type of research could cost thousands elsewhere, and with a free trial of Koyfin valued at $147, you're getting exceptional value at a fraction of the price ❗
Still unsure? There's a reason why our newsletter was featured as a top Substack publication in 2024. 🎉
What other subscribers are saying…
Tweets about our work…
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
Financial analysis
Koyfin → 20% discount for StockOpine readers if you use the affiliate link | We personally use Koyfin on a daily basis to screen for stocks, extract financial data and ratios, read earnings transcripts and run peer comparisons.
Finchat.io → 15% discount for StockOpine readers if you use the affiliate link | Our go-to platform when we need granular information to analyze a company. Quick and easy access to KPIs.
Stock Unlock → $10 discount (you effectively get the first month for free) for StockOpine readers if you use the affiliate link | A fundamental analysis platform. Gain access to unique Insight Scores that enable quick screening of a company's fundamentals.
Other
Stocknews.AI → 20% discount for StockOpine readers if you apply STOCKOPINE20 coupon at checkout | Analyzes stock news using AI to provide you with real-time insights.
Reduced-rate subscription choices
👩🎓👨🎓 If you are a student at an accredited institution, you can get 50% off forever!
Loyalty referral program
🎁 Unlock free complimentary subscription by referring StockOpine’s Newsletter: See your place on the Leaderboard.
Disclaimer: The team does not guarantee the accuracy or completeness of the information provided in the newsletter. All statements express personal opinions based on own financial and business analysis. Any estimates or forward looking statements made are inherently unreliable. No statement of opinion is an offer or solicitation to buy or sell the financial instruments mentioned.
The content of our newsletter is not a trading or investment advice and we do not provide any personal investment advice tailored to the needs of any recipient. The information provided should not be considered as a specific advice on the merits of any investment decision. Securities trading involve risk and you might lose your capital and/or incur other damages. Investors should make their own research and consult their registered investment advisor or financial advisor before taking any investment decision.
Neither the team nor any of its affiliates accept any liability whatsoever for any direct or indirect loss however arising, from any use of the information contained herein. Any unauthorized copy of this newsletter or its contents is illegal.
Our posts may contain affiliate links, which means that we might get a commission if you decide to sign-up using any of these links. No extra cost is charged to you.
By subscribing / reading our newsletter or any affiliated social media accounts, you indicate your unconditional acceptance to the above and your unconditional acceptance to our terms and conditions.
