Value & Momentum Portfolio
I'm Denis D., a private investor and former Lazard and Rothschild M&A banker. I do the deep fundamental work most won't on under-covered names, and run proprietary quantitative screens with clear verdicts and conviction level.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 211 | Founded | 10 months ago | Last Issue | 17 days ago |
| Active | |||||
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denisdoroshenko.substack.comLatest Issues
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Meta’s second-quarter results created an unusual situation. The underlying business is growing at a rate that would normally justify a strongly positive market reaction. Revenue increased by 28% year over year, advertising performance remai...
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Market Crash Watchlist (July 2026)
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When we talk about a market crash, I think we often make the mistake of treating it as a single event. But the reality I see is that a crash is not a single regime. If I build a...
ServiceNow (NOW): Post-Earnings Update & Valuation
Like most of the software complex, ServiceNow (NOW) has spent the last several months under intense selling pressure, driven by the fear that AI is about to disrupt the SaaS model from underneath.
Like most of the software complex, Service...
Weekly Investment Opportunity Screen
Market flows analysis this week
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I'm Denis D., a private investor and former Lazard and Rothschild M&A banker. I do the deep fundamental work most won't on under-covered names, and run proprietary quantitative screens with clear verdicts and conviction level.
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