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 | 208 | Founded | 9 months ago | Last Issue | 3 days ago |
| Active | |||||
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denisdoroshenko.substack.comLatest Issues
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
Hi welcome back,
Forget Mega-Cap Tech: Look at these Midcap Quality Names with Earnings Momentum
I ranked them on earnings revisions, business quality, institutional buying and valuation and only three survived the full test.
I still see an equity market supported by earnings rather than one sliding into a recession or a liquidity cri...
Deep Dives Archives: Value & Momentum Portfolio Substack
Over the past few months, I have gone deep on a group of companies operating across AI infrastructure, digital advertising, energy, private markets, healthcare and global e-commerce. These companies operate in very different industries, but...
7 Stocks About to Stop Burning Cash
Ranking 7 small-and mid-caps on the road to their first free cash flow and how to judge quality before the cash arrives.
There a lot of interesting parts to cover here. Let’s dive right into the mess. Let’s go!
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| Subscribers | Engagement | 80 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
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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