Value & Momentum Portfolio
Value & Momentum PortfolioInvestment ideas on Digital Infra, SaaS and Defense. Ex-M&A (Lazard, Rothschild). Opinions mine. Cheers from Paris.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 117 | Subscribers | Read | denisdoroshenko.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Analysts Buy Rank, Raising Price Targets (2nd May 2026)
Disclaimer: For informational purposes only, no investment advice.
Big Tech's Q1 2026 Earnings: What Meta, Amazon, Alphabet and Microsoft Just Told Us
Last night was one of those rare evenings when four of the largest companies in the world all reported their first-quarter results within a few hours of each other. Meta, Amazon, Alphabet and Microsoft. Together they cover advertising, e-co...
Breakouts with Positive Second Derivative (29th April 2026)
Disclaimer: For informational purposes only; no investment advice.
May 2026 Upcoming Earnings: Quality Screen & Reverse DCF
Welcome back, today I want to walk you through a piece of work I’ve been doing on the May earnings calendar. I started by running every name reporting in May through a six-factor screen. The factors were rising backlog or remaining performa...
Authors
The writers behind this newsletter.
Independent Investment Research on AI, Semiconductors, SaaS & Defense by Denis D. | Former Investment Banker (Lazard, Rothschild) | Opinions are mine, no financial advice.
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