The Commodity Compass
Independent in-depth research. Value-based fundamental investment approach in cyclical stocks. Sticking strictly to our circle of competence. Obsessed with commodity cycles and company fundamentals.
- Paid leaderboard
- #217
- Subscribers
- 5.0K
- Paid subscribers
- 100+ paid
- Badge
- Bestseller 100
- Followers
- 8.5K
- Paid plan
- $45/mo
- Recommends
- 16
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Growth history
Only one snapshot so far. History appears here as the nightly collector builds it up.
Stats worth sharing
Tracked since Sep 10, 2026 — 1 daily snapshot so far. The card below is built from what we track and refreshes nightly. It is free for The Commodity Compass to post, embed or send to readers, as long as the watermark stays on it.
The card shows a growth line once there is a second day of snapshots to compare, or once this newsletter has three posts with reaction counts.
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: The Commodity Compass. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 10, 2026.