Revamping Our Investment Newsletter for 2025
Enhanced features and refined insights to deliver more value to our readers in the coming year.
1. Introduction
Over the past few days, we’ve been brainstorming ways to revamp our offering and make it even better for you. Between 2022 and 2024, our focus has been on delivering deep analysis centered exclusively on individual stocks. While readers have appreciated these in-depth reports and our insights into potential portfolio additions, it’s become clear that you want something more.
Think of it this way: would you stick with Netflix if it offered just one movie or series per month? Probably not.
The good news is that we now have the capacity to offer you more. With the second member of our team now able to dedicate more time to the newsletter, we have greater capacity to expand our offering while maintaining the same level of quality and care you’ve come to expect.
Our motto remains the same: "We invest the time, so you can save hours!" However, our vision for StockOpine goes further: we aim to become your ‘go-to newsletter for stock market idea generation’, keeping you informed and inspired.
We’re proud of how far we’ve come, growing to a community of over 8,500 subscribers. But we’re even more excited about what 2025 holds. Starting from February 1, 2025, we’ll be rolling out our new, enhanced content plan—more on that soon!
As you read this, feel free to share your thoughts in the comments. Let us know what resonates with you or suggest what else you’d love to see in StockOpine. Your feedback is invaluable as we continue to grow and improve.
2. Content Plan
Monthly
Here’s what you can expect to receive each month:
a. One Deep Dive
This report will focus on a high-quality company that we’ve chosen for an in-depth analysis. We’ll explore its business model, unit economics, financials, competitive advantages (moat), industry landscape, opportunities, and risks. The report will conclude with a DCF (Discounted Cash Flow) valuation, offering our best estimate of its intrinsic value.
To give you full transparency on what to expect from this report, we’ve unlocked our Adyen article for you to review.
b. Monthly Valuation Update
This monthly article offers a concise comparison between current stock prices and our estimated intrinsic values, highlighting companies we've covered over the past six months. It serves as your quick guide to identifying potentially undervalued stocks that merit further exploration.
For full transparency, we’ve unlocked our August 2024 article.
c. Stock Idea of the month
Each month, we’ll provide a brief report on our top stock idea, highlighting key catalysts and potential challenges. We will track its performance over 12-month, 3-year, and 5-year periods. Remember, one great idea can pay for itself.
You can preview this article to get an idea of what you’ll be receiving. Since this is a new format, we’ll continue to refine it as needed to ensure it meets your expectations.
d. Earnings Reviews
Depending on the month and the companies reporting, we aim to increase the frequency of earnings reviews. In each review, we’ll update our valuations and provide a revised intrinsic value where necessary. Our goal is to keep you informed on all the stocks we hold, whether through detailed reports or concise updates.
For example, take a look at this Amazon earnings review from last year.
e. Industry Overviews
Our goal is to provide a 30,000-foot view of an industry, offering insights into the key players, their financial comparisons, and the overall scores we assign to each. We’ll also highlight industry size and potential tailwinds. Occasionally, we may take a closer look at two competitors and conduct a more detailed head-to-head analysis.
In 2024, we published two industry overviews, and moving forward, we aim to deliver these on a monthly basis.
Ad-hoc
a. Quarterly Portfolio Updates
As the name suggests, these portfolio updates are released after the end of each quarter. They provide insights into our portfolio composition, key metrics, and a summary of all transactions made during the quarter. Think of it as a recap, as you’ll already have received these updates through our Premium Chat or the reports we publish.
Here’s a preview of the latest update, though the full portfolio details remain behind the paywall.
b. Premium Chat
We use this forum to keep you updated in real-time on any changes to our portfolio, share quick insights on earnings, and discuss other important stock-related updates. It’s also a space for you to ask questions and exchange ideas. This forum is exclusively accessible to premium members, and we strongly encourage everyone to actively participate by sharing their thoughts and inquiries.
3. What’s Included: Free vs Premium Subscription
Although the new format is designed to deliver even more value to you, we’ve decided to maintain our current pricing—$150 per year ($12.50/month) for the annual plan or $17.50 per month for the monthly plan. This reflects our commitment to growing the community and fostering a network effect, particularly in the chat feature, where live discussions can truly elevate the experience for everyone involved.
Note: Annual members also receive a 3-month free trial of Koyfin, valued at $147.
That's all for today! We're excited to continue enhancing the newsletter and look forward to having you join us on the premium side. If you have any questions or need clarification, feel free to DM us or reach out at info@stockopine.com. Have any ideas for our reports? Drop them in the comments – we'd love to hear your thoughts!
Keep up the great work. Looking forward to the revamp. Covering a diverse unique list of stocks.