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Modern Value Investing

https://modernvalueinvesting.substack.com/

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Latest post2 Oct 2026
Charter Communications, Inc.Portfolio and Strategy Update: Q4 2026-2 Oct 2026
Bumble Inc.Portfolio and Strategy Update: Q4 2026-2 Oct 2026
Shift4 Payments, Inc.Portfolio and Strategy Update: Q4 2026-2 Oct 2026
NVIDIA CorporationPortfolio and Strategy Update: Q4 2026-2 Oct 2026
SoftBank Group Corp.Portfolio and Strategy Update: Q4 2026-2 Oct 2026
SK hynix Inc.Portfolio and Strategy Update: Q4 2026-2 Oct 2026
Nebius Group N.V.Portfolio and Strategy Update: Q4 2026-2 Oct 2026
Booking Holdings Inc.Portfolio and Strategy Update: Q4 2026-2 Oct 2026
Salesforce, Inc.Portfolio and Strategy Update: Q4 2026-2 Oct 2026
Oscar Health, Inc.Portfolio and Strategy Update: Q4 2026-2 Oct 2026
Amazon.com, Inc.Amazon’s AI Economics-6 Sept 2026
Alphabet Inc.Investing in the Age of AI: Too Late or only the Beginning?-30 Aug 2026
Taiwan Semiconductor Manufacturing Company LimitedInvesting in the Age of AI: Too Late or only the Beginning?-30 Aug 2026
SoftBank Group Corp.Investing in the Age of AI: Too Late or only the Beginning?-30 Aug 2026
Amazon.com, Inc.Investing in the Age of AI: Too Late or only the Beginning?-30 Aug 2026
SK hynix Inc.Investing in the Age of AI: Too Late or only the Beginning?-30 Aug 2026
NVIDIA CorporationInvesting in the Age of AI: Too Late or only the Beginning?-30 Aug 2026
WW International, Inc.2026 Q2 Earnings Updates: WeightWatchers, Shift4, Bumble-9 Aug 2026
Shift4 Payments, Inc.2026 Q2 Earnings Updates: WeightWatchers, Shift4, Bumble-9 Aug 2026
Bumble Inc.2026 Q2 Earnings Updates: WeightWatchers, Shift4, Bumble-9 Aug 2026
SoftBank Group Corp.Did the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Microsoft CorporationDid the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Amazon.com, Inc.Did the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
NVIDIA CorporationDid the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Xometry, Inc.Did the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Sea LimitedDid the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Root, Inc.Did the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
SK hynix Inc.Did the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Meta Platforms, Inc.Did the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
WW International, Inc.Did the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Bumble Inc.Did the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
HelloFresh SEDid the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
VIB Vermögen AGDid the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Salesforce, Inc.Salesforce Can Lose the Interface and Still Win-12 Jul 2026