Substack von Philipp
Philipp HaasStock and investment content. Impressum: Philipp Haas Newshores UG Adalbert-Stifter-Straße 3a 82031 Grünwald
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 83 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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Oponeo: A 12% Grower trading at 6x Earnings Ex-Dadelo
Oponeo.pl (WSE: OPN) is Poland’s dominant online tire retailer. At ~86 PLN per share, the company is valued at around 965m PLN. It trades at a trailing P/E of roughly 11.7 and grew Q3 2025 group revenue by +18% year over year. The founder s...
Booking Holdings (BKNG): When the Hormuz Strait Hands You a 35% Drawdown in the World’s Best Travel Compounder
Growth, fair valuation, a category-defining brand, near-monopoly economics, and shareholder-friendly management – all the things I look for, now at the cheapest valuation in years thanks to the Strait of Hormuz.
By Philipp Haas | investres...
Buying StoneCo 60% Cheaper Than Warren Buffett — At a P/E of 5.6x?
Let me start with a confession. When Warren Buffett bought 14 million shares of StoneCo at $24 in October 2018, I thought it was one of his more curious bets. A Brazilian acquirer in a country famous for FX volatility, political dysfunction...
Progyny (PGNY): A Pure-Play on One of Society's Biggest Problems
Every once in a while, the market hands you a business that does something genuinely important – and prices it as if nobody cares. Progyny is, in my view, one of those situations right now. The stock changed hands around 19 USD over the las...
Lululemon (NASDAQ: LULU) The brand in My Closet Just became a Deep-Value Opportunity at 9-10x Earnings
Let me start where every honest piece of equity research should start – with full disclosure. As I write this article, I am literally wearing a Lululemon polo. There are several more pieces from the brand in my wardrobe, my wife is an even...
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