Archive - StockOpine’s Newsletter

Valuation Update: Toast ($TOST)

Stellar execution, but is the valuation reasonable?

22 hrs ago •

2025 August Idea: Our Pick for the AI Infrastructure Supercycle

One great idea each month

Aug 21 •

AMD Q2’25: Data Center and Client Segments Shine

Market share gains in PC and Server power another strong quarter for AMD.

Aug 12 •

Fortinet Q2'25: Strong Execution Meets Market Doubts

Execution Meets Market Doubts

Aug 8 •

July 2025: Valuation Update & Portfolio Insights

Valuation snapshot, Greggs, Booking Holdings and Meta earnings

Aug 5 •

How to Track Our Live Portfolio

Our investment portfolio, fully transparent.

Aug 2 •

July 2025

IDEXX Laboratories: A Masterclass in the Razor-and-Blade Model

How a Widening Moat and Sticky Customer Base Create a Compounding Machine

Jul 31 •

POOL Corp Q2’25: Eyes on recovery

Revenue turns positive for the first time in two years

Jul 29 •

Alphabet's Q2’25: Firing on All Cylinders

Search Accelerates, Gemini Gains Momentum, Cloud's Stellar Quarter

Jul 24 •

Evolution Q2'25: Navigating Headwinds with Cautious Optimism

Revenue Beats, North America Accelerates, Headwinds in Europe & Asia

Jul 18 •

2025 July Idea: This High-Quality Compounder is on Sale

One great idea each month

Jul 16 •

Q2 2025 Portfolio Update

Q2 2025 return of 13.6% - Flat YTD

Jul 10 •

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