A New Chapter for StockOpine
StockOpine goes paid, Chapter 2
Chapter 1 – Recap of 2022
About a year ago, the Chapter 1 of StockOpine’s Newsletter began like this…"Two friends at their early 30s decided to launch a new venture, an outcome of the common passion they shared for investments.”
At the time, we both knew that we enjoy analyzing stocks (as boring as it may sound, we still love it) but we were also aware of the fact that if we don’t note down our thoughts or make our analysis available to more people to let them judge us, we run the risk of falling victims to investing biases. Writing the findings of the analysis performed, ensures that we cover the critical parts of our investment decisions and have something to revert back if anything goes wrong.
Starting StockOpine’s Newsletter, allowed us to achieve this. Exposing our work to different type of investors, retail or institutional, fund managers, portfolio managers and other finance professionals pushes us to deliver content of the highest quality. Although we do not offer investment advice, our write-ups dive deep into a stock so as to give the reader a good understanding about its business, its financials and its competition landscape while also providing our best estimate for the fair value.
Our aim is to do the research for you and present you a report that you can read within 25’-35’. Through this, you will grasp the knowledge about a stock and decide whether it is of interest to you or not.
StockOpine’s Newsletter is not only about the company write-ups but also about sharing our investment journey. The approach we use to do this is by sharing earnings profiles of stocks included in our portfolio, investment thesis for new positions and by sharing our portfolio allocation and performance on a quarterly basis. This is a win-win situation. Firstly, we are publicly held accountable for our investment actions or inactions while you get transparency on how we acted based on our research.
Our investment approach is fundamental, long-term oriented with a minimum horizon of 3 years and we hold positions in companies such as GOOGL, META, KLAC, BKNG, NVS, PYPL, POOL etc. For a detailed overview you can refer to our 2022 Portfolio Update. Generally, we do not rush into buying stocks, unless we are confident about their future or at least we have enough margin of safety. This is also justified by our unutilized cash allocation that currently stands at 37% of our portfolio.
As of today, we had big wins such as Greggs Plc with c. 58% return, Pool Corporation with c. 39% return but also big losses such as PayPal (-33%). We also analyzed stocks that took-off (Old Dominion – 49%, United Rentals – 30%) but we missed the train (initially) as we decided to delay opening a position for our own investment reasons.
Our proposition is not to follow our portfolio (we provide this for credibility and transparency) but to get access to our research and hopefully 1 or 2 successful ideas per annum will pay for themselves.
Chapter 2 – StockOpine goes paid
Analyzing and writing about stocks is a dream job. It allows you to express your thinking process in detail, to learn about new industries, to share your own perspective on how you see things, to meet people across the globe and most importantly to help you identify stocks that can generate superior returns.
As fascinating as it may sound it is worth admitting that the time and effort spent to meet these objectives is plenty, therefore, without a support from our active readers it will be difficult to keep this project going. We want to turn this into a full time job and the only way to achieve this is by having an income that will at least cover our expenses. Consequently, we decided to turn our publication into a paid service. Your support is of great importance and we do believe that the value you get relative to the cost it’s worth it.
If you are unsure, you can just a have a look on what other subscribers are saying:
What you get
If you opt to subscribe to the paid tier you will get the following:
Two company write-ups per month (on the 2nd and 4th Thursdays at 1pm EST) on companies that we are considering adding to our portfolio. These reports include among others business overview, financial analysis, industry landscape and a valuation estimate.
Analysis and key takeaways from the latest earnings announcements of stocks in our portfolio.
Investment thesis memos for new positions.
Quarterly portfolio updates, including performance overview and the rationale behind each transaction.
Here is a sample of each report:
Company write-up -> Evolution AB – A ‘sin’ stock with healthy returns
Earnings profile -> Alphabet Inc - Earnings Review Q3’22, META – Can it go lower, or did we hit a bottom?
Investment thesis -> lululemon Athletica Inc. – Investment Thesis
Portfolio Update -> 2022 Portfolio Update
How much will it cost?
To get access to all of this, you can either subscribe on a monthly basis for $15 per month or on an annual basis for $120 ($10 per month).
If you happen to really want to support our new journey or you are a representative of a large corporation, you can always opt for the $250 a year ‘StockOpine Backer’ option. No, there is no added value, just your genuine contribution to support us.
Appreciating the fact that you might have just subscribed to StockOpine’s Newsletter we decided to introduce a ‘Launch Discount’ for an additional 40% discount on the first annual subscription; translating to $72 per year or $6 per month. This will give you enough time to decide if this newsletter is for you. If not, you can cancel at any time.
You can get the discount by signing-up until 28th of February 2023!
If you choose to remain on the free tier, you will receive:
Extracts from the two company write-ups we release per month.
One memo that includes analysis and key takeaways from the latest earnings announcement of one stock in our portfolio.
In the meantime, we also provide free content on Twitter @Stock_Opine and Commonstock.
Final thoughts
We are anxious but at the same time excited about the new chapter and we look forward to see you joining us. This is the beginning of a new era and we will do our best to provide you with valuable insights.
Thank you all for your support!
This is great! Good luck and if anyone reading this is not paid sub, what are you waiting for!
Best of luck!