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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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I Studied 46 Columbia Business School Investment Theses—Here’s How to Write a Great One
Mar 7
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146
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55 Reflections on Becoming a Better Investor
Sep 12
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44
14
10 High-Conviction Investment Ideas from Graham & Doddsville (Spring 2025)
May 30
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34
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The Best Ideas I Found in Q1 2025 Investor Letters
Apr 25
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29
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Dec 21, 2024
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WorldlyInvest Weekly #38
The best FREE resources from the 'Finstack' community.
17 hrs ago
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WorldlyInvest
14
3
10-Year Lows vs 40-Year Highs Who’s Mispriced? The Case For The Commodity Comeback
Repricing scarcity: underbuilt supply meets relentless demand
Sep 19
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Polymath Investor
17
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WorldlyInvest Weekly #37
The best FREE resources from the 'Finstack' community.
Sep 14
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WorldlyInvest
19
20
55 Reflections on Becoming a Better Investor
55 powerful reflections to help you become a better long-term investor—practical, honest, and rooted in real experience.
Sep 12
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WorldlyInvest
44
14
WorldlyInvest Weekly #36
The best FREE resources from the 'Finstack' community.
Sep 7
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WorldlyInvest
27
12
The Best Ideas I Found in Q2 2025 Investor Letters (Part V)
From the letters of Immersion Investment Partners, Bonsai Partners and Baumann Capital.
Sep 5
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