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Industry Overview #1
Software solutions for the architecture, engineering, construction, product design, and manufacturing industries.
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StockOpine
2
Lululemon: Is the Brand's Power Really Fading?
While the Company met expectations, comments from CEO Calvin McDonald, such as "we're navigating what has been a slower start to the year in this…
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StockOpine
6
Q1 2024 Portfolio Update
A year to date total return of 8.1%.
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StockOpine
2
March 2024 Valuation Update
We are offering you a 3-month trial on Koyfin.
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StockOpine

March 2024

Raising a Toast: The Path to Profitability
In today's report, we will delve into a hyper-growth company, Toast Inc. What draws our attention to Toast? Its all-in-one platform powering the…
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StockOpine
4
Reckitt’s Brief Update
On Thursday, we published an article covering Reckitt to evaluate the recent price drop post-earnings call. We determined the drop unjustified and…
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StockOpine
Reckitt: Why Market Reaction Might Be Overblown
“We are known to be able to generate high gross margins, and we are back at a historical level. That's quite a good level. I don't have an ambition to…
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StockOpine
Ashtead: “Our business is positioned to win in the near, medium and long term”
Ashtead delivered, but faced a harsh day negative reaction of 9.4%, attributed to missing EPS expectations by 3 cents or 3.77%. Is this drop justified?
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StockOpine
2
Our Latest Portfolio Addition
What if we told you that a company trading at a P/E of 35x is undervalued? Well, we're excited to introduce you to the newest addition to our portfolio.
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StockOpine
February 2024 Valuation Update
6-Month Valuation Snapshot
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StockOpine

February 2024

Rentokil Initial: Potential Opportunity in Pest Control
In today's report, we're delving into Rentokil Initial, a company that has caught our attention because of its leadership position in the pest control…
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StockOpine
Unraveling Amazon's Earnings: What You Need to Know
From cash flow challenges to analysts' calls for share buybacks.
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StockOpine
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