StockOpine’s Newsletter
StockOpineWe invest the time, so you can save hours! Providing high-quality fundamental research and stock ideas.
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 316 | Founded | 5 years ago | Last Issue | 3 days ago |
| Active | |||||
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stockopine.comLatest Issues
TSMC: Can a Chip Factory Stay This Profitable?
The technology company with the widest moat.
This week we cover Taiwan Semiconductor Manufacturing Company (TSMC), one of the most important companies in the technology industry. The note is part of our series on the semiconductor industry...
Alphabet: Did AI Make Search a Better Business?
Despite AI fears, Google Search is growing at its fastest pace since 2022. Is it time to buy?
In February 2023, Google released a promotional video for Bard, its answer to ChatGPT. In the video, the chatbot claimed that the James Webb Spac...
Greggs’ Trading Improves, AMD Bets on World Labs & Micron Signals More AI Spending
Portfolio News #38
Hi All,
Portfolio Update: Adding to Grab
Following our exits from Allegion and Straumann, we decided to increase our position in Grab (see our Deep Dive here).
Following our exits from Allegion and Straumann, we decided to increase our position in Grab (see our Deep Dive here).
AI Agents Challenge Booking, Amazon Extends Its Logistics Reach & Grab Insiders Buy
Portfolio News #37
Hi All,
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We invest the time, so you can save hours! Providing high-quality fundamental research and stock ideas.
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