Modern Investing
SubstackArticles
30
Companies covered
26
Sectors
8
Countries
12
Research Articles
Royal Vopak - Excellence since 1616
Nov 24, 2025
DCC plc | 31 years of excellence at a discount
Sep 29, 2025
GeoPark — A Reset, Not a Retreat
May 27, 2025
Odfjell Technology’s path forward
Nov 24, 2024
GeoPark Q2 Earnings & Oil Outlook
Aug 19, 2024
Gerdau - Resilience Amidst Market Volatility
May 8, 2024
VALE - The Iron Ore trade
Apr 21, 2024
Hunting PLC - Hated, Forgotten & Beautiful
Apr 14, 2024
Petrobras: What’s behind the flash crash?
Mar 9, 2024
Yum China: A Hidden Gem in Quality Investing
Feb 3, 2024
Odfjell Technology - High quality at a discount
Nov 21, 2023
EdiliziAcrobatica: Italy’s compounding machine
Jul 31, 2023
Bayer: The ultimate turnaround
Jul 17, 2023
Var Energi: Norways dividend monster
Jul 7, 2023
Alibaba: The Chinese Dragon
Jun 18, 2023
Porsche: Excellence or Value trap ?
May 29, 2023
ORLEN: The cheapest energy stock !
May 6, 2023
Halyk Bank
Apr 1, 2023
KAZATOMPROM AND THE FUTURE OF URANIUM
Mar 20, 2023