WorldlyInvest Weekly #10

The best FREE resources from the Finstack community

DISCLOSURE: The following weekly edition contains an affiliate link to Amazon. If you purchase through this link, I may earn a small commission at no additional cost to you. Your support helps keep this newsletter free and focused on delivering high-quality content for you.

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ICYMI

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New podcast!

The Warren Buffett Years at Berkshire (1965-1969)

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Essential readings

• Warren Buffett on Berkshire’s Valuation ( The Rational Walk )

• The Hidden Link Between AI, Pet Care, and Finance ( The Antifragile Investor )

• Why Simple Is Hard ( Schwar Capital )

• A lesser known story of Terry Smith ( TQI capital )

• 7 Lessons to avoid fraudulent companies ( The Dutch Investors )

• The AI Bull Market Continues ( Antonio Linares )

• Do Gross Margins Matter? (OnlyCFO)

• The Greek debt crisis (2010s) ( Alessandro (Macro Strategist) )

• Let's Dive Into Berkshire Hathaway's 10-K ( Kingswell)

• The Trap of Sunk Costs ( DualEdge Invest )

• Trump's Blockade of America ( Joseph Politano )

• Software Moats are Gone! ( OnlyCFO)

• The Score Takes Care of Itself: My Philosophy of Leadership ( LC )

• AI Networking Companies Are Set For Capex Primetime ( Uttam Dey & Amrita Roy )

• Data Update 9 for 2025: Dividends and Buybacks - Inertia and Me-tooism ( Aswath Damodaran )

• Musk Takes Chainsaw To His Own Empire ( James Emanuel )

• The Trade That Went Wrong: What No One Wants to Admit ( Kristopher Rymer )

• Debt Cycles and Market Implications ( Alessandro (Macro Strategist) )

• The Berkshire Beat: March 7, 2025 ( Kingswell )

• Bounded Rationality: Recognizing the Limits of Decision-Making in Investing ( Polymath Investor )

• The Battle of Acquiring a Home ( Future Funds )

• Persistent Trends or Mean Reversion in markets ( Sanjiv )

• Philip Fisher's 15 Rules For Picking Stocks ( The Onveston Letter 📈 )

• “Long Takes” On OPEC+, Russia-Ukraine, and Tariff Wars ( Arjun Murti )

• A Tale of Two Markets ( Pound the Rock Investing )

• Warren Buffett Saw This Trade Disaster Coming 20 Years Ago—And He Had a Fix (It Wasn’t Tariffs) ( Anh Hoang )

• 10 AI & Cloud Companies That Will Write the Future ( FluentInQuality )

• The US administration wants rates down ( Rene Bruentrup )

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Recommended Book

Rethinking Investing: A Very Short Guide to Very Long-Term Investing

Charles D. Ellis is back with a new book.

In just 10 short, accessible, and inviting chapters, Rethinking Investing: A Very Short Book on Very Long-Term Investing presents straightforward steps that ordinary people can take to better invest their money.

BUY HERE

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Companies

• GEICO: "Major Repolishing" ( The Science of Hitting )

• Dirtt Environmental Solutions ( Dean )

• Shift4 Payments ( James Emanuel )

• Berkshire Hathaway (BRK) ( Value Don't Lie )

• PHX Energy Solutions ( Dean )

• Vimeo ( Stefan Waldhauser )

• Tencent ( Brian Coughlin )

• Palantir ( FluentInQuality )

• Bombardier ( @Govro12 WinterGems Stocks )

• Geodrill ( Dean )

• Fiverr ( Kostadin Ristovski, ACCA )

• Pason Systems ( Dean )

• Amazon ( Antonio Linares )

• Sea Limited ( Wolf of Harcourt Street )

• Salesforce ( Summit Stocks )

• CrowdStrike ( App Economy Insights )

• CoStar ( Speedwell Research )

• Synopsys ( Dan )

• React group ( Just A Value Investor )

• McCoy Global ( Dean )

• Taiwan Semiconductor ( Daan Rijnberk )

• Total Energy Services ( Dean )

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