HeyJaredTHE MODERN INVESTING NEWSLETTER
Investing in global stocks from all kinds of sectors with a focus on commodities, cyclicals and value.
- Indexed issues, last 90 days
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- Sep 25, 2026
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- Aug 5, 2026
Latest issues
Post-Management Call Update: The Most Asymmetric Trade in Commodities (opens the original)
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Following my initial report roughly two weeks ago, new intel has emerged, making for a more coherent and interesting thesis. This blog is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.🍸<div cl
Managed Money Shorted the Bottom, I'm Buying the Junior at 1x FCF (opens the original)
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This is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. 🍸 <a href="https://moderninvesting.
A commodity business with not-so-commodity dynamics at 4× EV/FCF (opens the original)
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Nearly two years ago, Cathie Wood made a tweet highlighting her fund’s terrible performance in a comical way. By portraying the losses as deferred tax assets, she argued that tax losses were an “underappreciated asset” associated with her strategy. As ironic as this is, the case of using deferred tax assets in turnaround situations presents unique opportunities, such as my newest addition to the portfolio.The company acts as a distributor of specific goods for construction, infrastructure, and s
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