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WorldlyInvest Weekly #6
Global Market Performance; Why Trade Wars Break Markets; TheImportance of Stealth Monopolies; The Growing Power Demands of Big Tech Companies; MSFT…
Feb 9
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WorldlyInvest Weekly #6
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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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Big Technologies (BIG.L): A High-Quality Microcap at a Bargain Price
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WorldlyInvest Weekly #5
Interview with TSMC Founder; Big Tech's Deteriorating Earnings Quality; DeepSeek Debates; NVIDIA's Short Case and Meta's 4Q Results.
Feb 2
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WorldlyInvest Weekly #5
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January 2025
Substack Podcasts Every Long-Term Investor Should Know About
A curated list of Substack podcasts for long-term investors that are well worth a listen.
Jan 31
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Substack Podcasts Every Long-Term Investor Should Know About
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WorldlyInvest Weekly #4
Global Insurance Outlook 2025; David Einhorn Annual Letter; Quantum Computing Stocks; Are We Reliving the Dot-Com Era?; Netflix and his Biggest Quarter…
Jan 26
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WorldlyInvest Weekly #4
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Global Insurance Outlook 2025
Explore the 2025 insurance outlook: growth trends, digital innovation, climate risks, and key opportunities in life, P&C, health, and auto insurance.
Jan 24
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Global Insurance Outlook 2025
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WorldlyInvest Weekly #3
Happy birthday Peter Lynch!; Replicating Berkshire Hathaway; Primer on quantum computing; Learning from market history; 23 stock ideas.
Jan 19
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WorldlyInvest Weekly #3
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Electromed: An Expensive High-Quality Microcap
ELMD is a high-quality microcap company with strong gross margins, improving profitability, and a unique position in the growing respiratory care…
Jan 17
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Electromed: An Expensive High-Quality Microcap
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WorldlyInvest Weekly #2
Howard Marks' latest memo; How Buffett earned a 39% IRR in an arbitrage situation; Is classic value investing dead?; Lessons from a quarter century of…
Jan 12
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WorldlyInvest Weekly #2
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How to Pick Stocks Like John Neff
And 6 US stocks that John Neff would take a look
Jan 10
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How to Pick Stocks Like John Neff
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WorldlyInvest Weekly #1
Timeless wisdom and multidisciplinary insights to help you think better, invest smarter, and grow wiser.
Jan 5
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Your Guide to 2025: Markets and Investments Outlook
Discover key insights from the top 2025 investment and markets outlooks by leading financial institutions
Jan 3
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5
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Your Guide to 2025: Markets and Investments Outlook
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