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Modern Value Investing

Value Investigator
Hundreds of paid subscribers

Great companies with long growth runways trading at reasonable prices

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PricingFreemiumPublishesWeekly
Issues90Founded4 years agoLast Issue11 days ago
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Latest Issues

A Quick Note on Pricing

I wanted to give everyone a quick heads-up.

Next week, I will increase the monthly subscription price for Modern Value Investing from $15/month to $29/month.

Modern Value Investing is a reader-supported publication. To receive new posts a...

11 days ago
5

The Cheapest Toll Road in the AI Economy?

A hated infrastructure stock, a collapsing capex cycle, and a path to 5x returns over 5ys

There are not many businesses that look safer because of AI. For most companies, AI is a new source of risk. It can compress margins, automate part o...

14 days ago
15
3
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NVIDIA: The AI Factory Is Still Undervalued

Blackwell is scaling, Vera Rubin attacks the ASIC threat, China is a free option, and the market may still be anchoring on the wrong ceiling.

On May 20, Nvidia released what was probably the single most breathtaking earnings release I have...

a month ago
13
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SK Hynix: Still Cheap After a 9x Move?

I have first written about SK Hynix in my seminal April 2025 writeup on “Investing in the Age of AI.”

I have first written about SK Hynix in my seminal April 2025 writeup on “Investing in the Age of AI.”

2 months ago
26
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WeightWatchers: 2026 Q1 Earnings Update

$WW

Weightwatchers reported 2026 Q1 earnings on May 7 before the market opened. In the days leading up to the earnings report, the share price was on a modest recovery from a low of $9 to almost $12. However, the share price then opened -2...

2 months ago
19
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