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Value & Momentum Portfolio

Denis Doroshenko combines fundamental research on under-covered companies with quantitative screens, portfolio updates, and explicit investment verdicts.

https://denisdoroshenko.substack.com/

Mentions34
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Latest post24 Aug 2026
Wolfspeed, Inc.On the Radar: Additional 5 Names to Short-24 Aug 2026
The Trade Desk, Inc.Shorting Opportunities from my Latest Screen (August 26’)-22 Aug 2026
Meta Platforms, Inc.META (META): Post-Earnings Update & Valuation (July 2026)-31 Jul 2026
Skyworks Solutions, Inc.The Semiconductor Sell-Off: What I’m Buying, What I’m Avoiding, and Why-29 Jul 2026
Qorvo, Inc.The Semiconductor Sell-Off: What I’m Buying, What I’m Avoiding, and Why-29 Jul 2026
Broadcom Inc.The Semiconductor Sell-Off: What I’m Buying, What I’m Avoiding, and Why-29 Jul 2026
NVIDIA CorporationThe Semiconductor Sell-Off: What I’m Buying, What I’m Avoiding, and Why-29 Jul 2026
Entegris, Inc.The Semiconductor Sell-Off: What I’m Buying, What I’m Avoiding, and Why-29 Jul 2026
Applied Materials, Inc.The Semiconductor Sell-Off: What I’m Buying, What I’m Avoiding, and Why-29 Jul 2026
KLA CorporationThe Semiconductor Sell-Off: What I’m Buying, What I’m Avoiding, and Why-29 Jul 2026
Lam Research CorporationThe Semiconductor Sell-Off: What I’m Buying, What I’m Avoiding, and Why-29 Jul 2026
ASML Holding N.V.The Semiconductor Sell-Off: What I’m Buying, What I’m Avoiding, and Why-29 Jul 2026
RingCentral, Inc.Market Crash Watchlist (July 2026)-27 Jul 2026
Oracle CorporationMarket Crash Watchlist (July 2026)-27 Jul 2026
Eagle Materials Inc.Market Crash Watchlist (July 2026)-27 Jul 2026
Parsons CorporationMarket Crash Watchlist (July 2026)-27 Jul 2026
CACI International IncMarket Crash Watchlist (July 2026)-27 Jul 2026
ONEOK, Inc.Market Crash Watchlist (July 2026)-27 Jul 2026
Southwest Gas Holdings, Inc.Market Crash Watchlist (July 2026)-27 Jul 2026
Exelon CorporationMarket Crash Watchlist (July 2026)-27 Jul 2026
Leonardo DRS, Inc.Market Crash Watchlist (July 2026)-27 Jul 2026
ATI Inc.Market Crash Watchlist (July 2026)-27 Jul 2026
ServiceNow, Inc.Market Crash Watchlist (July 2026)-27 Jul 2026
Bentley Systems, IncorporatedMarket Crash Watchlist (July 2026)-27 Jul 2026
CrowdStrike Holdings, Inc.Market Crash Watchlist (July 2026)-27 Jul 2026
Northrop Grumman CorporationMarket Crash Watchlist (July 2026)-27 Jul 2026
Leidos Holdings, Inc.Market Crash Watchlist (July 2026)-27 Jul 2026
Enbridge Inc.Market Crash Watchlist (July 2026)-27 Jul 2026
NextEra Energy, Inc.Market Crash Watchlist (July 2026)-27 Jul 2026
Healthcare Services Group, Inc.Market Crash Watchlist (July 2026)-27 Jul 2026
RTX CorporationMarket Crash Watchlist (July 2026)-27 Jul 2026
Lockheed Martin CorporationMarket Crash Watchlist (July 2026)-27 Jul 2026
RenaissanceRe Holdings Ltd.Market Crash Watchlist (July 2026)-27 Jul 2026
ServiceNow, Inc.ServiceNow (NOW): Post-Earnings Update & Valuation-23 Jul 2026