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PayPal Launches Links, Adyen & LVMH Deepen Collaboration, Leslie's New CFO
Paypal links, Adyen expands collaboration with LVMH, Leslie's new CFO
Sep 17
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StockOpine
8
Valuation update: Ashtead Group plc ($AHT.L)
Positive Signs Emerge After a Slowdown
Sep 12
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StockOpine
12
4
Portfolio News #3
Adobe's AI soars, tech pushes forward, but inflation looms
Sep 12
•
StockOpine
12
4:49
Portfolio News #2
AMD, LULULEMON, META, ASML
Sep 9
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StockOpine
19
Portfolio News #1
We are trying a new format: market news for portfolio companies, in both podcast and written form.
Sep 4
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StockOpine
8
3:36
ASML Deep Dive: The Indispensable Enabler of Moore's Law
The company with a 100% monopoly on the future of technology.
Sep 1
•
StockOpine
25
August 2025
August 2025: Valuation Update & Portfolio Insights
Valuation snapshot, Crox, Adyen and Autodesk earnings
Aug 29
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StockOpine
8
Valuation Update: Toast ($TOST)
Stellar execution, but is the valuation reasonable?
Aug 26
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StockOpine
19
2025 August Idea: Our Pick for the AI Infrastructure Supercycle
One great idea each month
Aug 21
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StockOpine
19
AMD Q2’25: Data Center and Client Segments Shine
Market share gains in PC and Server power another strong quarter for AMD.
Aug 12
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StockOpine
15
Fortinet Q2'25: Strong Execution Meets Market Doubts
Execution Meets Market Doubts
Aug 8
•
StockOpine
17
July 2025: Valuation Update & Portfolio Insights
Valuation snapshot, Greggs, Booking Holdings and Meta earnings
Aug 5
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StockOpine
15
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