Archive - StockOpine’s Newsletter

Grab Holdings: The Profitability Inflection Point

Dominant, growing, and finally profitable. Is it time to buy?

Jan 5 • StockOpine

Diageo - A Taste of Success in the Beverage Industry

Leading alcoholic brands, scale economies and a differentiated product portfolio. How will Diageo navigate the future given the changes at the wheel?

Jun 15, 2023 • StockOpine

ASML Deep Dive: The Indispensable Enabler of Moore's Law

The company with a 100% monopoly on the future of technology.

Sep 1, 2025 • StockOpine

Lululemon: Is the Brand's Power Really Fading?

While the Company met expectations, comments from CEO Calvin McDonald, such as "we're navigating what has been a slower start to the year in this…

Apr 11, 2024 • StockOpine

INVISIO AB: Anatomy of a Niche Champion's Moat

A Niche Leader Leveraging a Widening Moat and Expanding Runway to Drive Profitable Growth

Oct 7, 2025 • StockOpine

Evolution AB: Challenges, Regulations, and Market Dynamics

Evolution AB stands resilient amidst the challenges, showcasing solid performance despite the backdrop in its RNG sector. Margins exhibit a positive…

Dec 14, 2023 • StockOpine

Valuation update: Evolution AB ($EVO)

Our new DCF model shows Evolution AB is significantly undervalued

Sep 27, 2025 • StockOpine

2023 Portfolio Update

Solid performance with a total return of 36.7% compared to 26.3% for the S&P 500.

Jan 17, 2024 • StockOpine

Baking Success: Greggs’ Growth Strategy beyond the Sausage Roll

We first covered Greggs plc in September 2022, at which time execution under the leadership of its new CEO, Roisin Currie, was a key risk. Fast forward…

Jun 13, 2024 • StockOpine

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

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

Feb 20, 2025 • StockOpine

The Adobe Advantage: Empowering Growth through AI

Following a softer guidance for the second quarter of 2024, and the concerns surrounding the impact of generative AI on Adobe’s dominance in content…

Apr 25, 2024 • StockOpine

Nemetschek's Transition to a Subscription-Based Model

Nemetschek since 1999 has delivered impressive shareholder returns of 2,298%, representing a CAGR of approximately 14.3%. Over the years, it has…

Oct 26, 2023 • StockOpine

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