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WorldlyInvest Weekly #20
The best FREE resources from the Finstack community
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12
The Best Ideas I Found in Q1 2025 Investor Letters (Part III)
From the quaterly commentary of Horizon Kinetics. Data centers, AI, and a few companies.
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2
WorldlyInvest Weekly #19
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Pre-Mortem Analysis: A Step-by-Step Guide
Before your next investment tanks, read this. The pre-mortem method exposes failure before it happens. Used by pros like Mauboussin.
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WorldlyInvest Weekly #18
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5
The Best Ideas I Found in Q1 2025 Investor Letters (Part II)
From the letters of Laughing Water Capital (Matt Sweeney) and Cedar Creek Partners (Eriksen Capital Management)
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April 2025

WorldlyInvest Weekly #17
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The Best Ideas I Found in Q1 2025 Investor Letters
From the letters of Greenlight Capital (David Einhorn), Alluvial Fund (Dave Waters), Arquitos Capital (Steven Kiel), David Poppe (Giverny Capital), and…
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WorldlyInvest
WorldlyInvest Weekly #16
The best FREE resources from the Finstack community
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3
#3: Blue Chip Stamps 1978-1982
A discussion of the company under Munger's umbrella
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1
29:56
WorldlyInvest Weekly #15
The best FREE resources from the Finstack community
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4
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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