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Independent in-depth research, unearthing commodity truths. Value-based fundamental investment approach. Sticking strictly to our circle of competence. Obsessed with data and company fundamentals.
Data updated 1 week ago
Engagement Rate
0.00%
Finance category average
Quality Score
Engagement vs Finance
Category comparison available
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| Subscriber-only |
| Maduro is Gone. Is that Good News? Not if you are long oil. It's path dependent, but it should become a blessing for peace and humanityJan 3, 2026 | Public |
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| The Calm Before the Thaw: Europe’s Natural Gas Market Finds Its Balance Winter is ComingOct 31, 2025 | Subscriber-only |
| K92 Mining - A Tier 1 Opportunity in the MakingA "Special Situation" in the Gold Mining SpaceOct 27, 2025 | Subscriber-only |
| Lundin Gold: A Geological Unicorn, Priced for PerfectionFat panel, high grade, real optionality; patience required at 1.7× NAVOct 20, 2025 | Subscriber-only |
| Alamos Gold — A Picasso That Gets Better with AgeHow Land Optionality and Discipline Compound Value in Gold MiningOct 15, 2025 | Subscriber-only |
| Grasberg: Why the World’s Wettest Block Cave Mine May Never Restart?Freeport’s Grasberg Copper Gold Mine: More than “Force Majeure”…!Sep 24, 2025 | Subscriber-only |
120 paid
Weekly Growth
0%
Paid Subscriber Retention
Insufficient data
11 of 30 days needed
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$52–$104
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Tracking started recently for The Commodity Compass (11 days ago). A growth trend will appear once we have more data points.
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Sign up freeIntrinsic Value by Roger Lowenstein
4K subs
0%/wk
The Setup Factory
4K subs
Grey Rabbit Finance's Substack
4K subs
Publishing Frequency
Previously Weekly
Inactive — last post 2 months agoFinance Pricing
$1,963.41/mo avg
Below average(-98%)
Monetization Readiness
Already monetizing
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