THE MODERN INVESTING NEWSLETTER
Modern InvestingInvesting in global stocks from all kinds of sectors with a focus on commodities, cyclicals and value.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 85 | Founded | 3 years ago | Last Issue | 13 days ago |
| Active | |||||
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moderninvesting.substack.comLatest Issues
From School Dropout to Marine Empire
A growing and diversified business trading at 5x FCF
It’s 1974, our protagonist has just dropped out of school to support his family and join his father in the family business. At 14 years old, the decision changed his life. Roughly a deca...
The Explosives Industry: From Alfred Nobel to the Strait of Hormuz
How conflict, ammonia, and supply chains are reshaping global markets…
The Iran War and the Ukraine War have revealed the new age of warfare. Kamikaze drones, backed by a few ballistic missiles, can shut down critical infrastructure in min...
Weather, Politics and Olive Oil: A Trade Worth Watching
The Legacy of the World’s First Options Trader
I love Mediterranean culture, the way of life, the landscapes and, obviously, the food. There is a reason I fly at least 4x a year down to Cyprus. Mediterranean cuisine is defined by healthy o...
Agriculture & The Most Impressive Business I Have Ever Found
One of the largest agricultural conglomerates trading at cents on the dollar while paying a 60% special dividend
While the crowd piles into exotic metals, I have recently focused on the commodities we actually consume every day. Agricultur...
The Most Toxic Stock in the World — I’m Long
From Lawsuits, Corruption, and Debt to Refinancing and Asset Sales
Have you ever found a stock looked at it and asked yourself how anything this toxic can still be traded? Well this is what happened to me when checking a stock from the Ibe...
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Value Investor & Contrarian | Looking for undervalued stocks | Posts are no financial advice |
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