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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
Apr 25, 2025
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Bonhoeffer Fund on Fairfax Financial
From the Q3 2025 letter of Bonhoeffer Fund.
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WorldlyInvest Weekly #52
The best FREE resources from the 'Finstack' community.
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A Canadian Microcap Turnaround With No Margin of Safety
Cash flow has improved at this Canadian microcap, but structural weaknesses and valuation leave limited upside without a sale.
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WorldlyInvest Weekly #51
The best FREE resources from the 'Finstack' community.
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From short theses of Wolfpack Research and Fuzzy Panda Research.
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A Canadian Microcap Turnaround With No Margin of Safety
Cash flow has improved at this Canadian microcap, but structural weaknesses and valuation leave limited upside without a sale.
Dec 26, 2025
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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, 2025
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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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