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A Forensic Look at Tootsie Roll
Tootsie Roll’s safe image hides red flags, weak capital allocation, and a valuation 3x above intrinsic value.
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WorldlyInvest
WorldlyInvest Weekly #33
The best FREE resources from the 'Finstack' community
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WorldlyInvest
6
The Best Ideas I Found in Q2 2025 Investor Letters (Part IV)
From Alta Fox's investment thesis.
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WorldlyInvest
WorldlyInvest Weekly #32
The best FREE resources from the 'Finstack' community
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WorldlyInvest
7
The Best Ideas I Found in Q2 2025 Investor Letters (Part III)
From the letters of JDP Capital (Jeremy Deal) and Emeth Value Capital (Andrew Carreon).
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WorldlyInvest
WorldlyInvest Weekly #31
The best FREE resources from the 'Finstack' community
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WorldlyInvest
8
90% ROIC, 23% Margins — This Microcap Trades at Just 9x EBIT
Alphapolis is a high-growth, asset-light IP platform compounding capital at 90%+ ROIC, with 23.6% EBIT margins and 14.6% FCF margins — yet trades well…
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WorldlyInvest
1
The Best Ideas I Found in Q2 2025 Investor Letters (Part II)
From the letters of Wedgewood Partners (David Rolfe) and Gate City Capital (Michael Melby).
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WorldlyInvest

July 2025

WorldlyInvest Weekly #30
The best FREE resources from the 'Finstack' community
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WorldlyInvest
7
The Best Ideas I Found in Q2 2025 Investor Letters (Part I)
From the letters of SVN Capital (Sri Viswanathan), Bristlemoon Capital and Kathmandu Capital (Vincent Lo).
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WorldlyInvest
A Stable Microcap Trading Like a Deep Value Situation
A 100+ year-old microcap trading at just 0.4x EV/Revenue and 2.8x EV/EBITDA — despite delivering 12.5% ROIC and 22% owner earnings yield.
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WorldlyInvest
WorldlyInvest Weekly #29
The best FREE resources from the 'Finstack' community
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WorldlyInvest
11
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