A finance professor investing his own money in great businesses at attractive prices, sharing in-depth research and transparent portfolio decisions.
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.
The number of free subscribers for Modern Value Investing over time since it was added to the directory.
Blending single stock, macro and thematic research into powerful bull and bear cases.
✅ Daily stock analysis for serious long-term investors. One company a day, decoded via business model, moat, free cash flow, owner earnings, risks and valuation, so you can see what most investors miss.
Finding exceptional companies with durable moats trading at a discount.
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