Great companies with long growth runways trading at reasonable prices
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
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| Issues | 87 | Founded | 4 years ago | Last Issue | 16 days ago |
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modernvalueinvesting.substack.comLatest Issues
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.”
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...
Bumble Q1: A Hated Stock, a Product Rebuild, and a 30% Owner Earnings Yield
The quality reset is mostly behind them. The next test is whether Whitney Wolfe Herd can turn a marketed product back into a great product.
Bumble Q1 2026: Through the Reset, Into the Rebuild
Booking Holdings: A 15% EPS Compounder at 17x Earnings
A capital-light travel platform with a long growth runway, expanding margins, and relentless buybacks, trading at a surprisingly modest valuation.
Booking Holdings may be the archetypal company behind my Substack’s motto: “I invest in grea...
Performance & Portfolio Update: Q1 2026
My 10 Positions going into Q2, With a Closer Look at My Highest-Conviction Ideas WeightWatchers, Bumble, and Oscar Health
Disclaimer: I share my own thinking and positioning here for transparency and informational purposes. Nothing in this...
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