Archive - StockOpine’s Newsletter

Beyond Firewalls: Fortinet’s Vision for Cyber Dominance (Part 1)

Explore Fortinet’s business model, Secure Networking, SASE, SecOps, and key growth drivers in this in-depth equity report.

Mar 20 •

Adobe’s Q1’25: Is the Post-Earnings Sell-Off an Opportunity?

Strong Execution, AI Uncertainty, and a Market Overreaction

Mar 19 •

Industry Overview #4

Supply Chain Management and Logistics Software

Mar 13 •

2025 March Stock Idea

Finding a great investment idea isn’t easy, but we’re here to provide you with one great idea each month. We aim to highlight a compelling buy…

Mar 6 •

February 2025

February 2025 Valuation Update

We are offering you a 3-month trial on Koyfin (only for annual subscribers).

Feb 28 •

AMD Deep Dive: From Underdog to AI & Data Center Contender

AMD business model, competitive positioning, growth prospects, and valuation

Feb 20 •

Industry Overview #3

Alcoholic beverages

Feb 14 •

PayPal Q4'24 Earnings

"Transaction margin percent increased by more than 100 basis points for the second consecutive quarter, reflecting our focus on price-to-value and…

Feb 8 •

Estée Lauder’s Turnaround: Can “Beauty Reimagined” Restore Growth?

Weak Outlook, Cost Cuts, and Strategic Shifts

Feb 7 •

2025 February Stock Idea

One great idea each month

Feb 5 •

META – AI CAPEX investments are still going strong

Earnings review Q4'24

Feb 3 •

January 2025 Valuation Update

We are offering you a 3-month trial on Koyfin (only for annual subscribers).

Feb 1 •

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