Value Gems
MO

Moody

Substack

@moody

Moody is a passionate stock investor who shares research on companies in which they also invest.

SubstackOriginal Platform

fwriter.substack.com/@moody

Ideas

5

Companies Involved

4

Platform

Substack

Investment Ideas

5
PitchSIVE.ST

Moody on SIVE.ST (SIVE.ST)

Mar 11, 2026fwriter.substack.com
PitchAG1.FAUTO1 Group SE

Moody on AUTO1 Group SE (AG1.F)

Mar 2, 2026fwriter.substack.com
Analysis7826.TFuruya Metal

Furuya Metal H1 26 Update: Data Center Boom and Weak Yen Drive Major Guidance Upgrade

Feb 5, 2026fwriter.substack.com
Pitch7826.TFuruya Metal Co., Ltd.

The Iridium and Ruthenium Gatekeeper: Why Furuya Metal (7826.T) might be a hidden Bottleneck Play for the AI Era

Jan 22, 2026fwriter.substack.com
Pitch4975.TJCU Corporation

Moody on JCU Corporation (JCU CORPORATION)

Jan 8, 2026fwriter.substack.com
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