StockOpine’s Newsletter

StockOpine’s Newsletter

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StockOpine’s Newsletter
StockOpine’s Newsletter
June 2025: Valuation Update & Portfolio Insights
Valuation Updates

June 2025: Valuation Update & Portfolio Insights

A new stock purchase, Adobe & Lululemon earnings, and our latest valuation update

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StockOpine
Jul 02, 2025
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StockOpine’s Newsletter
StockOpine’s Newsletter
June 2025: Valuation Update & Portfolio Insights
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Before we dive in, here are the reports we released last month in case you missed them:

Straumann: Is Now the Time to Buy This Best-in-Class Business?

Straumann: Is Now the Time to Buy This Best-in-Class Business?

StockOpine
·
Jun 30
Read full story
2025 June Idea: The Cheapest Comfort Stock in the World?

2025 June Idea: The Cheapest Comfort Stock in the World?

StockOpine
·
Jun 19
Read full story
Selling KLA Corporation (KLAC) — Here’s What’s Next

Selling KLA Corporation (KLAC) — Here’s What’s Next

StockOpine
·
Jun 24
Read full story
Alphabet (GOOGL) Valuation Update: Analyzing the AI Threat to Search

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

StockOpine
·
Jun 4
Read full story

1. Valuation Snapshot

Welcome to the June 2025 Valuation Update! This month, 4 out of the 9 companies we recently covered are trading at discounts of over 10% to our estimated intrinsic value, with 1 offering a potential upside exceeding 30%.

This report is your concise guide to comparing current stock prices against our intrinsic value estimates for companies covered in the past six months, helping you identify potentially undervalued stocks for further exploration.

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