Sitemap - 2023 - StockOpine’s Newsletter
December 2023 Valuation Update
Unveiling Estee Lauder: Performance, Challenges, and Future Prospects
Deck the Halls with Investment Ideas
Evolution AB: Challenges, Regulations, and Market Dynamics
Dissecting LVMH's Dynamic Presence in Luxury
Earnings Brief: A Quick Review
Evaluating the Strengths and Challenges of POOL Corporation
Carrier Q3’23 Results Defy Volume Declines with Margin Expansion
Nemetschek's Transition to a Subscription-Based Model
Alphabet: Unveiling YouTube and Cloud Services
Reckitt Benckiser – Investment Thesis
Reckitt: Brands, Transformation and Future Potential
Skyline: On an acquisition spree
Autodesk, Zoom Video Communications - Q2'24 Earnings review
Allegion plc – Investment Thesis
Skyline Champion to Acquire Regional Homes
Allegion: Turning Keys, Unlocking Future
The Future of Payments: Understanding the Payment Stack
Zoom: Assessment of Enterprise, Competition, and Valuation
Booking Holdings: Riding the Momentum Wave in the Travel Sector
Nasdaq Inc – Investment Thesis
Evolution AB, Novartis, Alphabet - Q2'23 Earnings review
Nasdaq Inc: A Diversified Financial Powerhouse
Decoding PayPal's Figures: Valuation and Growth Analysis
FactSet - Unleashing the Power of Data
Diageo - A Taste of Success in the Beverage Industry
Skyline Champion Corporation – What went wrong?
Carrier Global - Investment Thesis
Carrier: The Path to Becoming a Global Climate Champion
Airbnb – Is the stock unfairly punished?
Cutting Through the Competition: Toro Company's Mow-tivating Journey
Booking Holdings: Strong Growth and Record Bookings
Riding the HVAC Industry tailwinds: An Investment Analysis of Watsco Inc.
Simple, successful and sustainable - Ferguson plc
Lululemon's Strong Fiscal 2022: A Sign of Resilience in Athleisure Industry
Walmart Inc. – Harnessing the Power of Omnichannel Retailing
Amazon.com, Inc – Investment Thesis
Beyond the Ecommerce Behemoth: Examining Amazon's Diverse Business Ventures
Skyline Champion Corporation – Investment Thesis
Skyline Champion Corporation – A Compelling Investment Opportunity
Pool Corporation – Navigating Through Economic Uncertainties
Airbnb – Recession or not, people still travel!
From Wood to Composite: Trex's Growth and Success in the Decking Industry
Alphabet - Focus on profitability
KLA Corporation Q2’FY23 – Time for a slowdown
lululemon Athletica Inc. – Investment Thesis