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I Studied 46 Columbia Business School Investment Theses—Here’s How to Write a Great One
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55 Reflections on Becoming a Better Investor
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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 #51
The best FREE resources from the 'Finstack' community.
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Theses from the Short Side (Part III)
From short theses of Wolfpack Research and Fuzzy Panda Research.
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WorldlyInvest Weekly #50
The best FREE resources from the 'Finstack' community.
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Kerrisdale Capital Long Thesis on Buzzi SpA
Buzzi Spa it's a €9 billion Italian cement producer
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WorldlyInvest Weekly #49
The best FREE resources from the 'Finstack' community.
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Research
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Walter Schloss Would Have Bought This
A deep value nanocap trading @ 0.63x BV with a market cap almost entirely backed by cash.
Nov 26
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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.
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21 Quality & Cheap Deep Value Stocks
A pre-screened list of 21 deep value stocks that are not only cheap but also high-quality
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