Archive - StockOpine’s Newsletter

May 2025: Valuation Update & Portfolio Insights

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

Jun 7 •

Alphabet (GOOGL) Valuation Update: Analyzing the AI Threat to Search

A Three-Scenario Valuation Exploring the Future of Google

Jun 4 •

Not Just Toys: Jumbo's Silent Compounding Story

Discover why Jumbo's cost edge, solid cash flows, and smart capital use make it a standout—despite risks.

Jun 2 •

May 2025

2025 May Idea: Value at a Steep Discount

One great idea each month

May 22 •

Amazon Valuation Update: What the Numbers Really Say

Deep dive into Amazon’s record AWS profits, strong ad growth, tariff navigation, and valuation. See why it’s a core pick in our portfolio.

May 15 •

Help Shape the Future of StockOpine

We’re taking a moment to pause and listen, because StockOpine was built for investors like you.

May 12 •

AMD Q1’25: Beats Expectations, Navigates China Challenges

Earnings beat, AI momentum, Export controls, Data Center and PC gains

May 8 •

April 2025 Valuation Update

Valuation Update & Q1 Earnings: Booking, PayPal & More

May 6 •

The Global Hunt for Yield: Where Are the Best International Dividend Aristocrat Opportunities

Explore top international dividend aristocrats like Coloplast, NTT, and Roche, offering stability, growth, and reliable income for savvy investors

May 4 •

April 2025

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