StockOpine’s Newsletter
StockOpine is an investment newsletter created by a team of two stock investors at their early 30s, who have vast experience in the financial services and asset management industries.
Through our newsletter, we share in-depth research on stocks that could potentially fit our portfolio and updates regarding our portfolio. By sharing our investment journey we aim to save you time by providing you access to high quality company analysis.
Portfolio strategy
We describe ourselves as long-term investors looking for businesses with sustainable competitive advantages that are expected to generate above average returns.
Our investing process is simple. We follow a bottom-up approach and perform fundamental analysis to identify stocks that 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 you get
By subscribing to the paid tier of our newsletter you will receive:
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 from the latest earnings announcements of stocks included in our portfolio.
Investment thesis memos for new positions.
A snapshot comparing the stock prices and estimated values of the companies covered in the last 6 months (last Friday of each month).
Quarterly portfolio updates which include performance overview and the rationale behind each transaction taken during the quarter.
Here is 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 profile → META – Not dead after all
Investment thesis → lululemon Athletica Inc. – Investment Thesis
Portfolio Update → 2022 Portfolio Update
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About the authors
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.
You can also find us on Commonstock.
Research Tools - Affiliate partnerships
Koyfin → 15% 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.
Stratosphere.io → 25% discount if you apply STOCKOPINE coupon at checkout | Our go-to platform when we need granular information to analyze a company. Quick and easy access to KPIs.
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.
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