A finance professor investing his own money in great businesses at attractive prices, sharing in-depth research and transparent portfolio decisions.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 96 | Founded | 4 years ago | Last Issue | 21 days ago |
| Active | |||||
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modernvalueinvesting.substack.comLatest Issues
Amazon’s AI Economics
AWS’s trillion-dollar ambition, what robotics could mean for e-commerce owner earnings, and the Anthropic stake.
In “Investing in the Age of AI: Too Late or only the Beginning?”, I argued that rising share prices of AI stocks tell only hal...
Investing in the Age of AI: Too Late or only the Beginning?
From agentic intelligence to robotics, and why SoftBank offers unique exposure to the AI flywheel at a 47% NAV discount
As promised, it is time for a follow-up on my personal all-time-favorite Substack article: “Investing in the Age of AI,...
2026 Q2 Earnings Updates: WeightWatchers, Shift4, Bumble
Why I added to Shift4, remain optimistic about Bumble, and sharply reduced WeightWatchers
Going into last week, Bumble, Shift4 and WeightWatchers were my three largest holdings. All three reported earnings, and the market reactions were dr...
Did the Research Deliver? A Four-Year Review of Every Published Investment Idea
A Strong Hit Rate and Several Exceptional Winners
Over the past four years, I have published 30 company and thematic investment write-ups on Modern Value Investing.
- 21 of the 30 published ideas cleared my general stock-market hurd...
Salesforce Can Lose the Interface and Still Win
The stock is flat since 2018 while revenue grew 4.4x. At 13x owner earnings, I sort the AI winners from the AI losers product by product, and map the bear, base and bull returns.
Salesforce is cheap potentially. The share price is down 38....
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The writers behind this newsletter.
Finance professor investing my own money in under-appreciated businesses. In my Modern Value Investing Substack I share in-depth company research, cash flow forecasts, expected return scenarios, and the reasoning behind my portfolio decisions.
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