Archive - WorldlyInvest

I Studied 46 Columbia Business School Investment Theses—Here’s How to Write a Great One

Most investors treat ROE as a golden metric. The higher, the better—right? Wrong.

Mar 7, 2025 • WorldlyInvest

55 Reflections on Becoming a Better Investor

55 powerful reflections to help you become a better long-term investor—practical, honest, and rooted in real experience.

Sep 12, 2025 • WorldlyInvest

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, 2025 • WorldlyInvest

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…

Apr 25, 2025 • WorldlyInvest

10-Year Lows vs 40-Year Highs Who’s Mispriced? The Case For The Commodity Comeback

Repricing scarcity: underbuilt supply meets relentless demand

Sep 19, 2025 • Polymath Investor

Walter Schloss' 16 Investment Principles

Discover 's 16 investment principles that guided his success as a superinvestor. Learn actionable rules for disciplined, value-driven investing.

Nov 15, 2024 • WorldlyInvest

WorldlyInvest Weekly #44

The best FREE resources from the 'Finstack' community.

Nov 2, 2025 • WorldlyInvest

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 • WorldlyInvest

WorldlyInvest Weekly #36

The best FREE resources from the 'Finstack' community.

Sep 7, 2025 • WorldlyInvest

WorldlyInvest Weekly #30

The best FREE resources from the 'Finstack' community

Jul 27, 2025 • WorldlyInvest

WorldlyInvest Weekly #26

The best FREE resources from the 'Finstack' community

Jun 29, 2025 • WorldlyInvest

WorldlyInvest Weekly #46

The best FREE resources from the 'Finstack' community.

Nov 16, 2025 • WorldlyInvest

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