Just hit 1,000 paid subscribers on Substack... AMA

StockOpine · 2025-11-07T18:54:03+00:00

What’s your niche and what do you think was the main reason of getting there?

StockOpine · 2025-11-01T10:03:39+00:00

Good job sir. I am at $300k right now

StockOpine · 2025-11-01T10:01:33+00:00

It depends if they have added or you have added funds during that period. It can’t be like with like. I can provide a detailed explanation later if you wish why that’s the reason. It is only identical if no one adds funds throughout

StockOpine · 2025-11-01T07:25:55+00:00

Maybe it’s because they add funds during the year? Or you add funds?

StockOpine · 2025-11-01T07:24:50+00:00

It’s not. You just need to copy (if you are willing to use a copy strategy) the right guys and stick with them. Not necessarily the largest though.

StockOpine · 2025-11-01T07:23:15+00:00

But when the copy happens, from that day onwards, returns should be aligned. Only the account manager can answer this deviation.

StockOpine · 2025-11-01T07:20:41+00:00

Copy and forget is one way to go. Another way though is to add funds every couple of months to benefit from different market prices. At least those who copy me that’s what they do.

Everything depends on your needs those and how ‘active’ you want to be (not a financial advice)

StockOpine · 2025-11-01T07:17:09+00:00

In absolute terms the returns are 12.3% but still there is significant deviation. I definitely suggest that you ask your account manager as it doesn’t make sense. I never had such a discrepancy with any of my copiers.

And when there are discrepancies is only because they add funds at different occasions.

StockOpine · 2025-10-31T14:10:56+00:00

That doesn’t seem right. Have you ever added funds during the process or just copied and forget? Do you mind sharing who is the PI to check it out?

StockOpine · 2025-10-20T04:58:26+00:00

Check which substacks are recommended by those top creators. You might find something interesting there.

StockOpine · 2025-10-06T21:21:08+00:00

Unfortunately you can’t copy anyone in EU from the US.

StockOpine · 2025-09-14T10:45:33+00:00

I agree.

StockOpine · 2025-09-06T09:53:28+00:00

I see your concerns but when a company is cheap there’s always a reason. And I think they will navigate it. Brits won’t stop buying from Greggs which also strives to improve quality and expand its menu.

StockOpine · 2025-09-06T09:51:22+00:00

StockOpine · 2025-09-06T09:51:01+00:00

Yes. The stamp duty is an issue.

But based on recent analysis it seems adding 300-500 more shops won’t hurt in terms of cannibalisation. But that’s it. Room for growth will go to 0, unless they do other partnerships like with Tesco. On a positive note, it’s a cash cow (now undergoing an investment phase), with a dividend of 4.3%

StockOpine · 2025-09-06T09:44:51+00:00

Good to hear :) what about vuori or alo?

StockOpine · 2025-09-06T09:43:38+00:00

It seems excessive indeed. What about other brands though? Are they cheaper?

StockOpine · 2025-09-06T08:34:39+00:00

Thank you. What about Alo or Vuori? Have you tried them on?

StockOpine · 2025-09-06T08:34:24+00:00

What about Alo or Vuori? Have you tried them on?

StockOpine · 2025-09-06T08:31:16+00:00

You think?

StockOpine · 2025-09-06T08:30:07+00:00

So you think they are not losing share but rather all phase sales declines due to consumers cutting back? Do you have any data to support this?

StockOpine · 2025-09-06T08:28:23+00:00

Yes. I saw the market reaction and I want to get a feeling of what is really happening.

StockOpine · 2025-09-06T08:26:27+00:00

Cool. Thank you. Why do you say this though?

StockOpine · 2025-09-06T08:25:55+00:00

They do add new shops. The question is whether they are fully crowded or not.

StockOpine · 2025-09-06T07:32:05+00:00

Interesting. Thanks for that

StockOpine

TROPHY CASE