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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.
Jun 5
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WorldlyInvest
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Celebrating Year One: My 5 Most Popular Posts + 5 Hidden Gems
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START HERE
What's WordlyInvest
Dec 21, 2024
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WorldlyInvest
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START HERE
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How to Evaluate Management and Capital Allocation Like a Professional Investor
Learn how to systematically evaluate management quality and capital allocation decisions before investing
Jun 20
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WorldlyInvest
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How to Evaluate Management and Capital Allocation Like a Professional Investor
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WorldlyInvest Weekly #24
The best FREE resources from the Finstack community
Jun 15
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WorldlyInvest
24
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WorldlyInvest Weekly #24
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What I Found in the Latest CBS Student Investment Theses (Fall 2024 Edition)
8 investment ideas from Columbia Business School’s Analyst’s Edge (Fall 2024). Deep dives on MELI, Tesla, Ubiquiti, Sirius XM, and more.
Jun 13
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WorldlyInvest
7
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What I Found in the Latest CBS Student Investment Theses (Fall 2024 Edition)
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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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WorldlyInvest
137
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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)
May 30
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WorldlyInvest
31
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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
Apr 25
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WorldlyInvest
29
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The Best Ideas I Found in Q1 2025 Investor Letters
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Walter Schloss' 16 Investment Principles
Nov 15, 2024
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WorldlyInvest
32
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Walter Schloss' 16 Investment Principles
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Stocks
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What I Found in the Latest CBS Student Investment Theses (Fall 2024 Edition)
8 investment ideas from Columbia Business School’s Analyst’s Edge (Fall 2024). Deep dives on MELI, Tesla, Ubiquiti, Sirius XM, and more.
Jun 13
•
WorldlyInvest
7
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What I Found in the Latest CBS Student Investment Theses (Fall 2024 Edition)
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The Best Ideas I Found in Q1 2025 Investor Letters (Part IV)
From the letters of Greenhaven Road Capital (Scott Miller), and Tom Russo (Semper Vic Partners).
Jun 6
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WorldlyInvest
10
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The Best Ideas I Found in Q1 2025 Investor Letters (Part IV)
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10 High-Conviction Investment Ideas from Graham & Doddsville (Spring 2025)
A deep-dive summary of the Spring 2025 Graham & Doddsville newsletter—highlighting contrarian picks, deep value plays, and the reasoning behind them.
May 30
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WorldlyInvest
31
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10 High-Conviction Investment Ideas from Graham & Doddsville (Spring 2025)
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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…
Apr 11
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WorldlyInvest
6
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Daily Journal Corp (DJCO): SOTP Says +30% Upside, Market Says Meh
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Litigation Capital Management (LIT): A Mispriced Litigation Finance Play with 40% Upside
LIT is a mispriced litigation finance firm transitioning from a volatile case-by-case funding model to a more predictable asset management structure
Mar 28
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WorldlyInvest
18
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Litigation Capital Management (LIT): A Mispriced Litigation Finance Play with 40% Upside
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Big Technologies (BIG.L): A High-Quality Microcap at a Bargain Price
Why there's an opportunity in BIG
Feb 7
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WorldlyInvest
13
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Big Technologies (BIG.L): A High-Quality Microcap at a Bargain Price
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