Today, I am excited to announce that Graham-Quality Investor has evolved.
After months of reflecting on my vision for this newsletter, I realized it was time for a change. A rebranding—not just in name, but in purpose.
The newsletter was launched in June 2024 as a space dedicated to exploring the principles of legendary value investors, a topic that has been my passion for more than a decade. However, I soon realized that the brand had its limits. Not because Graham’s principles aren’t important—they are, and always will be—but because my vision goes beyond that.
My mission has always been simple: to help all of us, myself included, become better thinkers and better long-term investors. But I also knew I had to face an uncomfortable reality: the market is saturated with research newsletters offering similar value propositions. What would make us stand out? It wasn’t by following the same path as everyone else.
During this process of reinvention, I thought about the sources that shaped my perspective when I started in this field. Sites like Farnam Street and csinvesting.org not only taught me about investing but also about thinking better, broadening my lens beyond the numbers. These principles are deeply connected to the philosophy of Charlie Munger, who has been a constant source of inspiration.
Charlie Munger, best known as Warren Buffett’s enduring partner, is much more than a brilliant investor. He is a multidisciplinary thinker who has dedicated his life to accumulating wisdom across various fields—from psychology and biology to history and economics. His approach, known as worldly wisdom, is based on building a robust mental framework composed of key concepts from multiple disciplines. For him, each day is an opportunity to learn something new, to become a little wiser.
You must know the big ideas in the big disciplines, and use them routinely—all of them, not just a few. Most people are trained in one model—economics, for example—and try to solve all problems in one way. You know the old saying: to the man with a hammer, the world looks like a nail. This is a dumb way of handling problems. —CHARLIE MUNGER
One of Charlie’s most powerful ideas is that knowledge is not segmented; everything is connected. Understanding these connections enables us to make better decisions—not only in our investments but in every aspect of life. This approach is not just practical; it’s transformational. It’s a call to go beyond technical knowledge and nurture an insatiable curiosity about the world.
Munger also teaches us that success isn’t about following pre-established formulas but about developing the ability to think critically and independently. As he says:
If you skillfully follow the multidisciplinary path, you will never wish to come back. It would be like cutting off your hands.
Inspired by this philosophy, I feel that this rebranding is the natural next step for this project. Thus, WorldlyInvest is born.
More than a newsletter about value investing, WorldlyInvest will be a space dedicated to acquiring and sharing universal wisdom. We will explore not only the principles of great investors but also the ideas and mental models that can help us become better decision-makers.
I want this project to reflect Munger’s central idea: that each day we can become a little wiser and that this constant accumulation of knowledge is what truly makes a difference in the long run.
New Launch
As part of this rebranding, 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. More information about each ebook will be shared soon.
Subscription Now Active
Additionally, I have activated the subscription option for the newsletter. Currently, all content is free and accessible to everyone, but this subscription allows you to support the project’s growth (in addition to purchasing the ebooks).
Eventually, in 2025, I will start sharing exclusive content for paid subscribers, including company analyses and other things that will be revealed over time. This content will have a practical focus and added value, designed to help you become a better long-term investor.
As Munger said:
Acquire worldly wisdom and adjust your behavior accordingly. If your new behavior gives you a little temporary unpopularity with your peer group… then to hell with them.
I hope you’ll continue to join me on this journey—now under a new identity but with the same unwavering commitment: to help you think better, invest better, and grow wiser every day.
I think your approach is spot on . I’ll support your work by reading and commenting. Your point about a multidisciplinary view on investing is well taken . And, as you correctly point out , this includes psychology , hard sciences, soft sciences and history. Stir in real-time geopolitics, and it can be real peril investing without a multidisciplinary backbone .