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Gerdau - Resilience Amidst Market Volatility
Margin growth, Dividends & Sentiment = Great Setup
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Modern Investing
3
OKEA & Ithaca are among the best bets in the energy market
Update on OKEA ASA and a new position …
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Modern Investing
10

April 2024

VALE - The Iron Ore trade
A great setup for the 2nd largest Brazilian stock
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Modern Investing
9
Hunting PLC - Hated, Forgotten & Beautiful
Building a company for the next 150 years
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Modern Investing
6

March 2024

A realist in a world filled with optimists & pessimists
From Tobacco to Latin American Oil …
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Modern Investing
12
Colombian & Norwegian dividends keep flowing with oil making new highs
An update on Vår Energi, Geopark and thoughts on the FED’s monetary policy …
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Modern Investing
10
Challenging the EV & ESG narrative, with longs on Platinum & Co
A story of EVs, Hybrids, the comeback of the Diesel and ignorance on WallStreet
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Modern Investing
8
Petrobras: What’s behind the flash crash?
Making sense of the dividend and price action …
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Modern Investing
14
A Journey of Energy and Human Development
Fossil fuels will still dominate the energy space …
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Modern Investing
2

February 2024

Will Kazakhstan’s dominant Airline fly high?
Operational excellence and close to monopoly status …
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Modern Investing
2
¡Viva Colombia! A story of political unrest and shareholder returns
Geopark $GPRK and Parex Resources $PXT.TO are tremendously undervalued …
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Modern Investing
8
Vår Energi’s strategic acquisition and OKEA’s roller coaster
Undervalued oil & gas stocks from Norway 🇳🇴
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Modern Investing
12
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