Celebrating Year One: My 5 Most Popular Posts + 5 Hidden Gems
Thanks to all the Substack community — for reading, sharing, giving feedback, and helping WorldlyInvest grow.
Today, WorldlyInvest turns ONE!
We’ve just crossed a big milestone: 1k+ subscribers — and growing.
What began as a simple newsletter where I shared my notes on value investing and long-term investing…
has now evolved into a space with a podcast, in-depth write-ups, and curated content for the community.
(If you’d like to learn more, feel free to visit the About page!)
Most importantly:
I’m truly grateful to all of YOU — the Substack community — for reading, sharing, giving feedback, and helping WorldlyInvest grow.
And here’s something I’m especially proud of: this growth has come purely through Substack — not from external social media.
It’s all been organic, thanks to this amazing community.
Excited for what’s next — and looking forward to growing together in Year Two!
To celebrate, here are the 5 most-read posts of the year — and 5 of my personal favorites that deserve more love.
Top 5 Most Popular Posts
1. I Studied 46 Columbia Business School Investment Theses—Here’s How to Write a Great One
My One Hit Wonder. Writing a clear and concise investment thesis has always been a challenge for many investors (myself included).
That’s why I decided to study the winning investment theses from Columbia Business School’s 5x5x5 Russo Student Investment Fund.
I was truly surprised by how much value this post ended up bringing to the Finstack community.
2. Walter Schloss' 16 Investment Principles
Honestly, I thought my post on Walter Schloss’s investment principles would be forgotten like many others — especially since the community tends to lean more toward quality investing these days.
But Schloss is one of the great investors (and one of my personal favorites), and no matter your investing philosophy, there’s always something to learn from him that will make you a better investor.
3. The Rare Seth Klarman Interview No One Talks About – Until Now
One of the most enjoyable ways to better understand how great investors are forged is by reading their old interviews.
This is a great one: a 1991 interview with Seth Klarman — just 9 years after he founded Baupost Group — where he explains his investment philosophy and how he navigated the 1987 crash.
A valuable lesson for all of us who love diving into the minds of great investors.
4. 10 High-Conviction Investment Ideas from Graham & Doddsville (Spring 2025)
A summary I put together focusing on the investment ideas featured in Columbia Business School’s Graham & Doddsville newsletter.
A wide range of opportunities for all kinds of value investors.
5. Litigation Capital Management (LIT): A Mispriced Litigation Finance Play with 40% Upside
This is a write-up I did on one of Burford Capital’s listed peers.
In short: while smaller, it’s easier to understand than Burford — and its returns are better.
5 Hidden Gems (My Personal Favorites)
1. The Last Lessons from Benjamin Graham’s Final Interview
or me, this is the most underrated hidden gem in the newsletter.
We all know Ben Graham as the father of value investing. But what few realize is that, in his later years, he acknowledged that if you’re not going to do stock picking, the best approach is to invest in index funds.
Now I better understand why John Bogle was such an admirer of Graham.
2. Substack Podcasts Every Long-Term Investor Should Know About
Ok, this one is really underrated.
The Finstack community has plenty of investment newsletters.
But very few investment creators have chosen to use Substack as their original platform for launching podcasts.
Here’s a list of the 6 I personally found to be the most valuable for the community.
3. The Complex Personality of Philip Fisher
Many know Philip Fisher’s teachings on quality investing and the influence he had on Warren Buffett.
But few realize that Fisher was quite antisocial and struggled with personal relationships.
In some ways, it reminds me a lot of Buffett. I’m sure some of you will relate to this too.
4. How Guy Spier Uses Checklists to Avoid Investment Mistakes
A great reminder from Guy Spier on how checklists can help us avoid costly investment mistakes — a simple but powerful tool that more investors should use.
5. You’ve Been Using ROE Wrong—Here’s What Really Matters
Back in 2006, before the 2007–2008 financial crisis, David Einhorn of Greenlight Capital was already warning about the coming storm.
At the time, he explained why a high ROE doesn’t always equal a great investment.
Thank you so much for reading and supporting this project over the past year. 🙏
I'm excited about what’s coming for year 2 — new ideas, deeper research, and hopefully, continued growth together.
If you’d like to support the newsletter, here are a few ways you can help:
Subscribe (it’s free!) — even though there’s no paywall, it helps a lot. (You can also opt for a paid subscription).
Grab one of my ebooks in the WorldlyInvest Store— lots of readers have told me they’re valuable.
If you are in the US, you can use my Amazon affiliate link when you shop — it costs you nothing and helps me keep writing.
And of course — share WorldlyInvest with friends who might enjoy it!
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