Value & Momentum Portfolio

Value & Momentum Portfolio

About the Substack

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.

Free Subscription Benefits

• Occasional public posts

Paid Subcription Benefits

• Fundamental Equity Research (20h/name)
• Advanced Quantitative & Qualitative Screens for Stock Picking
• Audio Transcripts of Deep-Dives & Screens

Paid Subscription Plans

• $39 a month
• $349 a year

About 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.