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I Studied 46 Columbia Business School Investment Theses—Here’s How to Write a Great One
Mar 7
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147
3
55 Reflections on Becoming a Better Investor
Sep 12
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54
14
10 High-Conviction Investment Ideas from Graham & Doddsville (Spring 2025)
May 30
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34
3
The Best Ideas I Found in Q1 2025 Investor Letters
Apr 25
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29
1
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WorldlyInvest Weekly #44
The best FREE resources from the 'Finstack' community.
Nov 2
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25
6
A quality nanocap trading like a deep value situation
This nanocap has already proven itself to be a multibagger with 28% ROIC, 39% FCF Yield and double-digit growth in the last 5y.
Nov 1
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4
The Best Ideas I Found in Q3 2025 Investor Letters (Part II)
Investment thesis on Golar LNG by LVS Advisory letter.
Oct 31
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WorldlyInvest
14
WorldlyInvest Weekly #43
The best FREE resources from the 'Finstack' community.
Oct 26
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WorldlyInvest
17
4
The Best Ideas I Found in Q3 2025 Investor Letters (Part I)
From Tom Russo's letter. Richemont, Heineken, Nestlé, Alphabet, Philip Morris and BRK.
Oct 24
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WorldlyInvest
18
1
WorldlyInvest Weekly #42
The best FREE resources from the 'Finstack' community.
Oct 19
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23
4
Mistaken Investments from Investor Letters (Part I)
A post-mortem analysis by Rob Vinall of RV Capital on Ryman Healthcare.
Oct 17
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5
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