Modern Investing
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THE MODERN INVESTING NEWSLETTER
Investing in global stocks from all kinds of sectors with a focus on commodities, cyclicals and value.
10 posts · theirs
Lately
A commodity business with not-so-commodity dynamics at 4× EV/FCF
H1 Update: The Widow-Maker Strikes Again
The UK Brick Industry Could Be One of the Most Mispriced Cyclical Setups in Europe
From School Dropout to Marine Empire
The Explosives Industry: From Alfred Nobel to the Strait of Hormuz
Weather, Politics and Olive Oil: A Trade Worth Watching
Agriculture & The Most Impressive Business I Have Ever Found
The Most Toxic Stock in the World — I’m Long
Update on the Fallen Angel Thesis Post Earnings
Metlen -20% on Profit Warning | Opportunity or Trap?
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