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Celebrating Year One: My 5 Most Popular Posts + 5 Hidden Gems
Thanks to all the Substack community — for reading, sharing, giving feedback, and helping WorldlyInvest grow.
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What's WordlyInvest
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WorldlyInvest Weekly #31
The best FREE resources from the 'Finstack' community
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90% ROIC, 23% Margins — This Microcap Trades at Just 9x EBIT
Alphapolis is a high-growth, asset-light IP platform compounding capital at 90%+ ROIC, with 23.6% EBIT margins and 14.6% FCF margins — yet trades well…
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The Best Ideas I Found in Q2 2025 Investor Letters (Part II)
From the letters of Wedgewood Partners (David Rolfe) and Gate City Capital (Michael Melby).
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I Studied 46 Columbia Business School Investment Theses—Here’s How to Write a Great One
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10 High-Conviction Investment Ideas from Graham & Doddsville (Spring 2025)
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The Best Ideas I Found in Q1 2025 Investor Letters
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WorldlyInvest Weekly #30
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Stocks

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The Best Ideas I Found in Q2 2025 Investor Letters (Part II)
From the letters of Wedgewood Partners (David Rolfe) and Gate City Capital (Michael Melby).
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WorldlyInvest
The Best Ideas I Found in Q2 2025 Investor Letters (Part I)
From the letters of SVN Capital (Sri Viswanathan), Bristlemoon Capital and Kathmandu Capital (Vincent Lo).
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CBS’ Best Ideas of 2025: The Russo 5x5x5 Fund’s Winning Stock Theses
5 investment ideas from CBS’ 5x5x5 Russo Fund. Deep dives on CNH Industrial, Light & Wonder, Avery Dennison, Cellebrite, and WESCO International.
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Research

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90% ROIC, 23% Margins — This Microcap Trades at Just 9x EBIT
Alphapolis is a high-growth, asset-light IP platform compounding capital at 90%+ ROIC, with 23.6% EBIT margins and 14.6% FCF margins — yet trades well…
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WorldlyInvest
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A Stable Microcap Trading Like a Deep Value Situation
A 100+ year-old microcap trading at just 0.4x EV/Revenue and 2.8x EV/EBITDA — despite delivering 12.5% ROIC and 22% owner earnings yield.
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Daily Journal Corp (DJCO): SOTP Says +30% Upside, Market Says Meh
Daily Journal Corporation presents a compelling deep value opportunity, currently trading at a ~19% discount to intrinsic value, with a conservative…
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WorldlyInvest
Worldly insights for long-term investors | Stock ideas & write-ups in micro & small caps
Recommendations
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How They Make Money
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