WorldlyInvest Weekly #11

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

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

You’ve Been Using ROE Wrong—Here’s What Really Matters

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New podcast!

The Warren Buffett Years at Berkshire (1965-1969)

Episode 2 very soon

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Essential readings

• Second-Order Effects of Tariffs: Navigating Investments in a Fragmented Global Economy (Polymath Investor)

• Unpacking the drivers of value creation (Best Anchor Stocks)

• Why "Buy and Hold Forever" Is Destroying Your Returns (Schwar Capital)

• The Gambling Man (TQI capital)

• Printing Money does not "always" Cause Inflation (Javier Pérez)

• The Last Lecture of Benjamin Graham (Kingswell)

• Is Value Investing’s Comeback Finally Here? (Alessandro (Macro Strategist))

• How To Navigate Through Tariffs (Mathieu Martin)

• Profit from Patience: How to Identify Companies Worth Holding for Decades (Michael Cool)

• The Key Insights VCs Have That Value Investors Miss (Gary Mishuris, CFA)

• The dot-com bubble burst (2000) (Alessandro (Macro Strategist))

• How To Find Exceptional Businesses? (Oguz Erkan)

• Why are the US stock markets falling? (Sanjiv)

• ‘Buy American. I Am.’ Buffett’s Timeless Advice From the 2008 Crash (The Onveston Letter 📈)

• IPOs Are Terrible Investments! (OnlyCFO)

• The "Why" Question: Rebuilding Investment Theses from the Ground Up (Polymath Investor)

• Space-Based Solar Power and its Current Bottlenecks (Dr. Ivan Khrapach & Space Ambition)

• The Fiction of Bitcoin Yield (James Emanuel)

• The Hidden Psychological Traps in Investment (Enrique G. Herrero)

• The Battle of Small-Caps (DualEdge Invest)

• "Markets in turmoil": tariffs edition and rebalancing your portfolio (Andrew Walker)

• Berkshire Hathaway’s 2025 Proxy Statement (The Rational Walk)

• Investing Politics: Globalization Backlash and Government Disruption! (Aswath Damodaran)

• What Is Behind the Hangover in Alcoholic Beverage Stocks? (Quality Stocks)

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Recommended Book

How Not To Invest

After 16 years, Barry Ritholtz is back with a new book!

How Not To Invest shows you a few simple tools and models that will help you avoid the most common mistakes people make with their money. Learn these, and you are ahead of 98% of your peers.
Make fewer errors, end up with more money.

How Not To Invest lays out the most common errors investors make. Barry Ritholtz reveals his favorite mistakes, including the lessons we can learn from some of the wealthiest and most error-prone investors.

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Companies

• Uber (Felix)

• Evolution ( Wolf of Harcourt Street )

• Basic Fit ( Summit Stocks )

• Oracle ( App Economy Insights )

• Northeast Bank (James Emanuel)

• PayPal (Stefan Waldhauser)

• Nebius (Oguz Erkan)

• Aris Water Solutions (DualEdge Invest)

• Duolingo (Summit Stocks)

• Meta (Antonio Linares)

• Heico Corp (The Dutch Investors)

• Chegg (PETITION LLC)

• IDEXX Laboratories (Hidden Market Gems)

• Viemed (Dean)

• Alibaba (Kontra)

• Adobe (Michael Cool)

• Broadcom Inc. (Daan Rijnberk)

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