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Stock Doctor

Physician with an interest in value investing. Highlighting undervalued compounders and sharing stock insights.

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Substack
PricingFreemiumPublishesWeekly
Issues35Foundeda year agoLast Issue18 days ago
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Latest Issues

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.

18 days ago
2
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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.

22 days ago
10
Paid

When a Super App buys a Super App - Kaspi

Moats on top of Moats

Contents:

a month ago
12
Paid

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...

a month ago
11

Kaspi 2026: Flat income, future investments and... 10% dividends.

A mixed earnings report with several bright spots.

Despite writing an article on Kaspi just a few months ago, I am back with another update. While net income was flat last quarter, I am optimistic on the overall strategy going forward. Sin...

2 months ago
17
2
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  • Stock Doctor

    Physician with an interest in value investing. Searching for undervalued compounders.

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