We research and write about companies that pass our initial screening criteria at StockOpine and can be a good fit to our portfolio. We look for leaders and wide moat businesses. Valuation always matter. 📈

​

Here is a summary of the write-ups we released in the last 3 months.

​

A ‘serial acquirer’ in the distribution business with $340B addressable market.

​

​

The leading distributor of the HVAC industry.

​

​

The leading manufacturer of outdoor environment equipment including turf and landscape maintenance, snow and ice management, underground utility construction.

​

​

HVAC/R manufacturer, positioned to capitalize on the electrification and renewable energy trends.

​

​

Leading manufacturer of spirits & beer owning brands such as Johnnie Walker, Smirnoff, Guinness and more.

​

​

Global financial data and analytics company.

​

​

Not a financial advice.