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Royal Vopak - Excellence since 1616
Irreplaceable assets priced at 7.5x P/FCF, transformational growth and a 6.5% shareholder yield…
 • Modern Investing
National Security and Tariffs — U.S. Steel Producers Are Poised to Print Money
Update on Gerdau and Views on the U.S. Steel Industry
 • Modern Investing
DCC plc | 31 years of excellence at a discount
A compelling investment with a near imminent catalyst to unlock shareholder value
 • Modern Investing
Johnson Matthey: Turning a Melting Ice Cube into a Cash-Flow Machine
After 200 years of refining precious metals, Johnson Matthey is finally refining itself…
 • Modern Investing
Bulls make money, bears make money, pigs get slaughtered
Prepare for higher volatility, violent moves, and an unwind in positioning...
 • Modern Investing
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