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Reckitt Benckiser – Investment Thesis
Is Reckitt a good fit to our portfolio? Find out in this post!
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StockOpine
September 2023
September 2023 Valuation Snapshot
A quick view on what we covered over the last 6 months!
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StockOpine
Reckitt: Brands, Transformation and Future Potential
Reckitt Benckiser boasts a diverse and comprehensive brand portfolio, featuring some of the most trusted and recognizable names worldwide, yet its stock…
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StockOpine
Skyline: On an acquisition spree
In August, while some experienced a quiet month, Skyline made two significant investments that are expected to bolster its competitive position.
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StockOpine
Autodesk, Zoom Video Communications - Q2'24 Earnings review
Autodesk and Zoom have exceeded expectations across the board and revised their guidance upwards.
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StockOpine
August 2023
Allegion plc – Investment Thesis
Why did we decide to initiate a position in Allegion?
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StockOpine
Skyline Champion to Acquire Regional Homes
Sky has just announced its plans to acquire the 4th largest HUD manufacturer, Regional Homes for $458M.
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StockOpine
Allegion: Turning Keys, Unlocking Future
Since the Spin-off, i.e. over the period 2014 to 2022, Allegion managed to grow sales by a CAGR of 5.6%, of which 4.7% was organic. During the same…
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StockOpine
The Future of Payments: Understanding the Payment Stack
Welcome to the guest section of StockOpine! Today’s article comes from Dave Ahern, co-host of the The Investing for Beginners Podcast and co-author of…
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StockOpine
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Dave Ahern
Zoom: Assessment of Enterprise, Competition, and Valuation
Analysis of Zoom's progress within the Enterprise and Online business and its strategic positioning across several product segments.
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StockOpine
Booking Holdings: Riding the Momentum Wave in the Travel Sector
Nights booked for the quarter reached 268 million, reflecting an increase of 8.8% year-over-year, while the Company attained its highest quarterly gross…
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StockOpine
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Nasdaq Inc – Investment Thesis
Nasdaq Inc. is a leading stock exchange operator in the US and in the Nordics offering trading services, marketplace technology, listing and index…
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StockOpine
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