Great companies with long growth runways trading at reasonable prices
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 94 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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modernvalueinvesting.substack.comLatest Issues
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....
Portfolio & Performance Update: 2026 Q2
After a 35% Q2 rebound, the portfolio is more diversified than ever — but still concentrated in my highest-conviction themes
Q2 2026 was a strong quarter for the Modern Value Investing Portfolio, which returned 35%. After a weak Q1 (-20%),...
A Quick Note on Pricing
The monthly plan is going up next week. Annual stays at $150/year, and existing subscribers keep their current rate.
I wanted to give everyone a quick heads-up.
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