Stock Doctor
Physician with an interest in value investing. Highlighting undervalued compounders and sharing stock insights.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 36 | Founded | a year ago | Last Issue | 15 days ago |
| Active | |||||
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stockdoctor.substack.comLatest Issues
PDD Holdings is making a "Kirkland" brand... buy it for under 4x cash flow
Looking beyond Temu sentiment.
After the Q1 earnings report, shares of PDD Holdings dropped 8% in a single day. The market was (apparently) not impressed with double-digit revenue growth. The same week, PDD was hit with a $232 million fine...
Can you profit from the FIFA World Cup?
This small cap has potential.
They say the FIFA World Cup unites the world. Billions of people watch the Copa every 4 years. I found a company that could capitalize on this major sporting event.
Laopu Gold is the next Hermes - (ROIC 40%, 200% growth, PE 17, 5% dividend)
This luxury brand is dominating China, but is the growth sustainable?
Its growth curve is parabolic.
When a Super App buys a Super App - Kaspi
Moats on top of Moats
Contents:
Are my stocks inflation-proof?
(Higher) inflation is coming…
Source
I am not an economist or a macro-investor. But you don’t need to be Stanley Druckenmiller to see an inflationary wave on the horizon. Conflict in the Middle-East has resulted in 20% of the world’s...
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| Subscribers | Engagement | 69 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Physician with an interest in value investing. Searching for undervalued compounders.
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