THE MODERN INVESTING NEWSLETTER
Modern InvestingInvesting in global stocks from all kinds of sectors with a focus on commodities, cyclicals and value.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 72 | Subscribers | Read | moderninvesting.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Royal Vopak - Excellence since 1616
Our growing hunger for energy is undeniable. The annual urbanization of 40 million people, rising living standards, immigration and the recent buildup of more data centers are driving demand for all sources of energy.
National Security and Tariffs — U.S. Steel Producers Are Poised to Print Money
Between a new inflection point of the China / U.S. trade war and mass liquidations in the crypto market, people seem to have forgotten about the boring bottleneck of society: the real economy, the old economy. Steel, chemicals, railroads, e...
DCC plc | 31 years of excellence at a discount
Serial acquirers have become increasingly popular in the financial world, especially among retail investors. While I agree that some of these companies have had terrific success, the question people have to ask themselves is whether these s...
Johnson Matthey: Turning a Melting Ice Cube into a Cash-Flow Machine
The lesson from the past few years is clear: in a fragmenting world, supply chain independence isn't just a strategy, it's a necessity. We learned it with energy, and we're relearning it with every critical technology. Yet, the market has p...
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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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