StockOpine’s Newsletter

StockOpine’s Newsletter

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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?
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6
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…
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6
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…
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2
2023 Portfolio Update
Solid performance with a total return of 36.7% compared to 26.3% for the S&P 500.
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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…
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2
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…
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2
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…
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2
Evolution AB Q2’24 Earnings
Focusing on just one quarter can be misleading. There are many factors at play, and while this quarter wasn’t outstanding, management is actively…
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6
AMD Deep Dive: From Underdog to AI & Data Center Contender
AMD business model, competitive positioning, growth prospects, and valuation
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StockOpine
Unveiling Estee Lauder: Performance, Challenges, and Future Prospects
Estee Lauder caught our attention as it is a leading player within the cosmetics industry, which is forecast to grow at a CAGR of 6% over the next 5…
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Ashtead: Building Success Brick by Brick
Ashtead is a key player with ample opportunities for growth as the industry continues to consolidate and as margins are poised to improve with the…
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2
Q1 2024 Portfolio Update
A year to date total return of 8.1%.
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