StockOpine’s Newsletter

Grab Holdings: The Profitability Inflection Point

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

Jan 5 • StockOpine

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8

November 2025

HubSpot Deep Dive: From Inbound Pioneer to AI-First Platform

The AI pivot, the execution risks, and what it's worth.

Nov 4, 2025 • StockOpine

20

7

October 2025

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

29

7

September 2025

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

28

6

July 2025

IDEXX Laboratories: A Masterclass in the Razor-and-Blade Model

How a Widening Moat and Sticky Customer Base Create a Compounding Machine

Jul 31, 2025 • StockOpine

12

3

June 2025

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

A deep dive into the king of dental implants

Jun 30, 2025 • StockOpine

16

2

2

Not Just Toys: Jumbo's Silent Compounding Story

Discover why Jumbo's cost edge, solid cash flows, and smart capital use make it a standout—despite risks.

Jun 2, 2025 • StockOpine

16

3

April 2025

Intuit: The Fintech Giant Powering Small Businesses

A Deep Dive into Intuit's Business Model, Growth Strategy, and Valuation

Apr 29, 2025 • StockOpine

11

3

Beyond Firewalls: Fortinet’s Vision for Cyber Dominance

Part 2: Management, Industry Analysis, Financials & Valuation

Apr 10, 2025 • StockOpine

14

2

March 2025

Beyond Firewalls: Fortinet’s Vision for Cyber Dominance (Part 1)

Explore Fortinet’s business model, Secure Networking, SASE, SecOps, and key growth drivers in this in-depth equity report.

Mar 20, 2025 • StockOpine

11

4

2

February 2025

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

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

Feb 20, 2025 • StockOpine

23

5

January 2025

Carrier Global: Is This HVAC Leader Still a Buy?

A closer look at Carrier’s transformation, growth potential, and current valuation.

Jan 13, 2025 • StockOpine

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