Great companies with long growth runways trading at reasonable prices
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 92 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
Read this Newsletter
modernvalueinvesting.substack.comLatest Issues
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
Q2 2026 was a strong quarter for the Modern Value Investing Portfolio, which returned 35%. After a weak Q1 (-20%), the portfolio is now up approximately 7.5% for the first six months of 2026. That still trails my self-chosen benchmark, the...
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.
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...
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...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Modern Value Investing.
| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
Social
Frequently Asked Questions
How can I access the email archive for Modern Value Investing?
You can find recent issues that have been published by Modern Value Investing on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Modern Value Investing have?
To see how many people subscribe to Modern Value Investing, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Modern Value Investing?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Modern Value Investing as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Modern Value Investing?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Modern Value Investing using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Modern Value Investing?
Scroll up to where it says Related Newsletters to see other publications like Modern Value Investing. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Modern Value Investing?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.