The Commodity Compass: An Introduction

Welcome to The Commodity Compass

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Chilon of Sparta once said “τὸ λακωνίζειν ἐστὶ φιλοσοφεῖν”, which loosely translates to “brevity is a way of philosophy”.

This is something we firmly believe in, so we will keept it short.

After all, you can read more about us on our About Page.

What is the Commodity Compass?

It is a Substack publication providing independent in-depth research, hopefully unearthing commodity truths. Ideally, we manage to make your compass in today’s highly uncertain and complex world, with lots of noise and little signal.

What is our approach?

We have a value-based fundamental investment approach and strickly stick to our circle of competence. As we like to say: we are smart, but only in pockets. We are obsessed with data and company fundamentals.

What is our promise?

We are independent in our views and produce original, in-depth, data-heavy research. In this endeavour we hopefully manage at times to illustrate what matters most and why. We mustn’t compromise on quality. As we are new on Substack we will learn, adapt and evolve to this format over time.

What is the plan for The Commodity Compass?

Given some of you may never heard of us here, we have decided to show a preview of our work by offering our first post for free. All subsequent publications will be behind a paywall, with a short preview offered for free in each article.

We currently offer 2 subscription options: a yearly, which costs US$ 450 and a monthly which costs US$ 45.

Hopefully this will be a fun journey for everyone and we hope to have you onboard.

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