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StockOpine’s Newsletter

StockOpine

We invest the time, so you can save hours! Providing high-quality fundamental research and stock ideas.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues300Founded5 years agoLast Issue4 days ago
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Latest Issues

Evolution Q2'26: High-Stakes Grinding as RNG and Europe Step Up

Evolution’s Q2 2026 performance presents a picture of navigating regional headwinds while maintaining strict operational discipline. While group revenues faced a slight year-over-year decline due to ongoing volatility in Asia, a sequential...

4 days ago
6

ASML Q2'26: Accelerating Demand Drives Another Guidance Raise

Record installed base sales, capacity expansion plans, and High-NA EUV reaching a critical production milestone.

ASML continued its strong momentum into the second quarter of 2026, delivering top-line results and gross margins that comfort...

7 days ago
11
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The Anatomy of an Economic Moat

in capital markets, it is a fundamental truth that if a business generates exceptional profit margins, competitors will inevitably enter the market, undercut pricing, and attempt to steal market share. Left unchecked, those excess margins w...

14 days ago
14
2

Valuation update: Evolution AB ($EVO)

Our DCF model reveals significant upside

As Evolution marks its 20th anniversary, investors remain focused on regulatory “ring-fencing” in Europe and the impacts of cybercrime in Asia. But it seems that the market has effectively priced in...

20 days ago
12
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Amazon's $13B Bet, Alphabet's Global Move, and Sunbelt Rentals Earnings Review

Hi All,

Welcome to our brief overview of portfolio news from the past few days.

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Fiscal.ai is our go-to platform when we need granular information to analyze a company. Quick and easy access to KPIs. Get 15% off through our...

a month ago
18
2

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