Value Gems
VA

Value & Momentum Portfolio by Denis D.

Substack

@value-momentum-portfolio-by-denis-d

SubstackOriginal Platform

denisdoroshenko.substack.com/@value-momentum-portfolio-by-denis-d

Ideas

18

Companies Involved

18

Platform

Substack

Investment Ideas

18
PitchBABAAlibaba Group Holding Limited

Value & Momentum Portfolio by Denis D. on Alibaba Group Holding Limited (BABA)

Apr 23, 2026denisdoroshenko.substack.com
BullishDUOLDuolingo, Inc.

Value & Momentum Portfolio by Denis D. on Duolingo, Inc. (DUOL)

Apr 21, 2026denisdoroshenko.substack.com
PitchNVONovo Nordisk A/S

Value & Momentum Portfolio by Denis D. on Novo Nordisk A/S (NVO)

Apr 16, 2026denisdoroshenko.substack.com
PitchHIMSHims & Hers Health, Inc.

Value & Momentum Portfolio by Denis D. on Hims & Hers Health, Inc. (HIMS)

Apr 15, 2026denisdoroshenko.substack.com
BullishLLYEli Lilly and Company

Value & Momentum Portfolio by Denis D. on Eli Lilly and Company (LLY)

Apr 14, 2026denisdoroshenko.substack.com
AnalysisISRGIntuitive Surgical, Inc.

Value & Momentum Portfolio by Denis D. on Intuitive Surgical, Inc. (ISRG)

Apr 9, 2026denisdoroshenko.substack.com
PitchCLSCelestica Inc.

Value & Momentum Portfolio by Denis D. on Celestica Inc. (CLS)

Apr 7, 2026denisdoroshenko.substack.com
AnalysisSNPSSynopsys, Inc.

Value & Momentum Portfolio by Denis D. on Synopsys, Inc. (SNPS)

Apr 6, 2026denisdoroshenko.substack.com
PitchNUNu Holdings Ltd.

Value & Momentum Portfolio by Denis D. on Nu Holdings Ltd. (NU)

Apr 5, 2026denisdoroshenko.substack.com
PitchPANWPalo Alto Networks

Value & Momentum Portfolio by Denis D. on Palo Alto Networks (PANW)

Apr 4, 2026denisdoroshenko.substack.com
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