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Modern Value Investing

About the Substack

A finance professor investing his own money in great businesses at attractive prices, sharing in-depth research and transparent portfolio decisions.

Free Subscription Benefits

  • Selected investment articles, portfolio insights and previews of in-depth research

Paid Subcription Benefits

  • In-depth company research, cash flow forecasts and expected return scenarios, plus complete archive access
  • Quarterly portfolio reviews with position sizes, additions, reductions and exits
  • Follow-up analysis as results, valuations and investment cases evolve

Paid Subscription Plans

  • $19 a month
  • $149 a year

About Value Investigator

Finance professor investing my own money in under-appreciated businesses. In my Modern Value Investing Substack I share in-depth company research, cash flow forecasts, expected return scenarios, and the reasoning behind my portfolio decisions.

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