Sitemap - 2025 - StockOpine’s Newsletter
Valuation update: Ashtead Group plc ($AHT.L)
ASML Deep Dive: The Indispensable Enabler of Moore's Law
August 2025: Valuation Update & Portfolio Insights
Valuation Update: Toast ($TOST)
2025 August Idea: Our Pick for the AI Infrastructure Supercycle
AMD Q2’25: Data Center and Client Segments Shine
Fortinet Q2'25: Strong Execution Meets Market Doubts
July 2025: Valuation Update & Portfolio Insights
How to Track Our Live Portfolio
IDEXX Laboratories: A Masterclass in the Razor-and-Blade Model
POOL Corp Q2’25: Eyes on recovery
Alphabet's Q2’25: Firing on All Cylinders
Evolution Q2'25: Navigating Headwinds with Cautious Optimism
2025 July Idea: This High-Quality Compounder is on Sale
Valuation Update: Is Booking Still a Buy?
June 2025: Valuation Update & Portfolio Insights
Straumann: Is Now the Time to Buy This Best-in-Class Business?
Selling KLA Corporation (KLAC) — Here’s What’s Next
2025 June Idea: The Cheapest Comfort Stock in the World?
May 2025: Valuation Update & Portfolio Insights
Alphabet (GOOGL) Valuation Update: Analyzing the AI Threat to Search
Not Just Toys: Jumbo's Silent Compounding Story
2025 May Idea: Value at a Steep Discount
Amazon Valuation Update: What the Numbers Really Say
Help Shape the Future of StockOpine
AMD Q1’25: Beats Expectations, Navigates China Challenges
The Global Hunt for Yield: Where Are the Best International Dividend Aristocrat Opportunities
Intuit: The Fintech Giant Powering Small Businesses
Beyond Firewalls: Fortinet’s Vision for Cyber Dominance
Rentokil - Still Bugged by Execution
Beyond Firewalls: Fortinet’s Vision for Cyber Dominance (Part 1)
Adobe’s Q1’25: Is the Post-Earnings Sell-Off an Opportunity?
February 2025 Valuation Update
AMD Deep Dive: From Underdog to AI & Data Center Contender
Estée Lauder’s Turnaround: Can “Beauty Reimagined” Restore Growth?
META – AI CAPEX investments are still going strong
LVMH: Has Luxury Finally Hit Bottom?
UK Economy Pressures: Can Greggs Rise Above?
Revamping Our Investment Newsletter for 2025