Sitemap - 2024 - StockOpine’s Newsletter
December 2024 Valuation Update
Adobe: Is AI expected to kill the company or help it thrive?
Leslie's, Inc. (LESL): Swimming Against the Current - Buy the Dip?
Lululemon: China's Growth Leads, U.S. Optimism Follows
November 2024 Valuation Update
A New Addition to the Portfolio
Estee Lauder: New Leadership, Insider Buys, and a Brighter Future?
Google Cloud and Beyond: Can Alphabet’s $2 Trillion Valuation Soar Higher?
Booking Holdings: The Traveler Stays Strong and On the Move
Mid-Cap Marvel (Part 2): ATOSS Software
Mid-Cap Marvel: High Margins and Exceptional ROIC
Champion Homes in a Rebounding Market ($SKY)
September 2024 Valuation Update
Unpacking PayPal: A Comprehensive Deep Dive into its Financials and Business (PART 2)
Rentokil Initial: A serial acquirer in the making
Airbnb: Bargain or Overpriced?
Diageo: Has the Share Price Reached the Bottom?
KLA Corporation Q4’FY24 Earnings
Autodesk: It’s all about execution
Adyen: Simplifying Payments with Top-Notch Quality
POOL Corporation: Valuation Update
FactSet: Navigating Cyclical Headwinds and Positioning for Growth
Baking Success: Greggs’ Growth Strategy beyond the Sausage Roll
PubMatic: Emerging as a Strong Contender in the SSP Market
Why are we selling Reckitt Benckiser?
Meta Platforms: CAPEX, Efficiency, CAPEX…It never gets easy
Carrier, Pool, Reckitt - Q1'24 Earnings review
The Adobe Advantage: Empowering Growth through AI
Lululemon: Is the Brand's Power Really Fading?
Raising a Toast: The Path to Profitability
Reckitt: Why Market Reaction Might Be Overblown
Ashtead: “Our business is positioned to win in the near, medium and long term”
February 2024 Valuation Update
Rentokil Initial: Potential Opportunity in Pest Control
Unraveling Amazon's Earnings: What You Need to Know
Ashtead: Building Success Brick by Brick
Why does Margin expansion often lead to multiple expansion?
Paychex: Navigating Workforce Trends with Scale
Booking Holdings: Unlocking Value Through the 'Connected Trip'