Value & Momentum Portfolio
Former Lazard M&A banker turned private investor. Sharing my Approach, Trades, Top-ranked opportunities and Watchlists. Global, diversified, multi-strategy.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 249 | Founded | a year ago | Last Issue | 10 days ago |
| Active | |||||
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denisdoroshenko.substack.comLatest Issues
Buy Alert: AI Could Kill This Business. So Why Am I Calling It a BUY at 8x Earnings?
My screen flagged a seasonal services business where the expected cash returns look stronger than the price suggests. The next operating cycle will decide whether that discount is justified.
In August, a consumer-services company reported...
Buy Alerts Ranking (25th Oct 2026)
A disciplined framework to rank every Buy Alert issued by business quality, expected return and risk/reward.
Disclaimer: For informational purposes only, no investment advice.
Five Memory Stocks, One Cycle and the Price of Peak Earnings
The AI can keep growing while memory stocks disappoint. Here is how I think about SK hynix, Samsung, Micron, Sandisk and Kioxia and where I would put fresh capital.
I came to the October memory sell-off expecting bargains. AI infrastructur...
October 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking?
The AI boom is still visible in the numbers. The harder question is how much of today’s extraordinary profit can last.
Between 6 and 16 October, the semiconductor index fell roughly 15.7%. I watched the correction unfold while the companie...
Buy Alerts Ranking (16th Oct 2026)
Where next $ should go? A framework to rank every Buy Alert issued by business quality, expected return and risk/reward.
Disclaimer: For informational purposes only, no investment advice.
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Former Lazard M&A banker turned private investor. Sharing my Approach, Trades, Top-ranked opportunities and Watchlists. Global, diversified, multi-strategy.
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