Hey guys!
I am excited to announce the launch of 6 ebooks that will help support this newsletter and align with the principles and objectives of WorldlyInvest. These ebooks are essentially guides to learn and apply different value investing strategies.
As a special launch offer, you can get each ebook for just $19.99 USD.
By purchasing, you’ll not only gain valuable insights but also support this newsletter’s growth.
Quality Investing: The Essential Guide
Unlock the secrets of quality investing with this comprehensive guide. Learn how to identify businesses with durable competitive advantages (moats), strong financial health, and exceptional management.
This book covers essential topics, including understanding moats, key financial metrics, free cash flow, and how to evaluate a company’s long-term profitability and risks.
With insights from legendary investors like Warren Buffett, Charlie Munger, Terry Smith, and many more quality investors, you’ll discover proven strategies for building and managing a portfolio of quality stocks.
Plus, this guide includes a Quality Investing Checklist—a powerful tool to help you evaluate companies with precision and confidence.
Microcap Investing: The Essential Guide
Discover the untapped potential of microcap investing with this step-by-step guide. Learn how to identify high-growth companies, evaluate management quality, and build a resilient portfolio within this unique market segment.
This book covers essential topics like types of microcaps, researching hidden opportunities, evaluating financial health, and managing risk.
Packed with actionable insights, real-world case studies, and resources, this guide also features profiles of legendary microcap investors and their proven strategies.
Behavioral Investing: The Essential Guide
Investing isn’t just about analyzing numbers—it’s about understanding and managing your own psychology. Behavioral Investing: The Essential Guide dives deep into the emotional and cognitive biases that can derail even the most well-researched investment strategies.
This comprehensive guide equips you to identify and overcome common pitfalls like overconfidence, herd mentality, and loss aversion. You’ll learn to approach investing with a disciplined, rational mindset, backed by insights from behavioral finance experts and legendary investors like Charlie Munger.
Inside, you’ll find tools to help you stay on track, including decision journals, behavioral checklists, and more.
Special Situations Investing: The Essential Guide
Unlock the potential of special situations investing with this comprehensive guide. Designed to help investors of all levels, this book explores how unique corporate events can create opportunities for outsized returns by uncovering hidden value often overlooked by the broader market.
Learn to navigate a variety of scenarios, including M&A, spin-offs, carve-outs, tender offers, turnarounds, and more. The guide dives deep into both the basics and advanced strategies, providing practical tools and real-world case studies to illustrate how these events impact a company’s valuation and create opportunities for profit.
You’ll also get customizable watchlist spreadsheets tailored for monitoring key special situations, including carve-outs, liquidations, merger arbitrage, spin-offs, tender offers, turnarounds, rights offerings, and oversubscriptions.
Deep Value Investing: The Essential Guide
Dive deep into the world of undervalued stocks with Deep Value Investing: The Essential Guide, a comprehensive resource designed for investors seeking high returns in overlooked corners of the market. Rooted in the timeless principles of Benjamin Graham, this book teaches you how to identify and capitalize on cheap companies.
You’ll explore the fundamentals of deep value investing, including its history, key financial metrics, and actionable strategies used by legendary investors like Walter Schloss, Peter Cundill, Ben Graham, and many more. With a strong focus on tangible assets and a wide margin of safety, this guide provides you with the tools to navigate complex opportunities with confidence.
Alongside the ebook, you’ll receive a comprehensive checklist that ensures you evaluate every opportunity with precision, minimizing the chances of costly mistakes. Additionally, a cheat sheet filled with essential metrics and strategies serves as a quick reference to guide your decision-making confidently. To simplify your analysis, a customizable Excel spreadsheet is also included, making it easier to value and analyze deep value situations effectively.
Financial Bubbles: The Essential Guide
Discover the enthralling history of financial bubbles—moments when market exuberance defies reason and prices soar far beyond intrinsic value, only to collapse in dramatic fashion.
Financial Bubbles: The Essential Guide takes you on a captivating journey through centuries of speculation and innovation, exploring how human behavior, economic forces, and innovation collide to create some of the most remarkable—and disastrous—episodes in financial history.