WorldlyInvest Weekly #13

The best FREE resources from the Finstack community

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ICYMI

Litigation Capital Management (LIT): A Mispriced Litigation Finance Play with 40% Upside

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Essential readings

• Oil and Gas Industry Notes (Ryan Reeves)

• Becoming Berkshire: 1972 Part 2 -The Nifty Fifty (The Weekend Investor)

• Is Japan Becoming the Next Investor Paradise? (Alessandro (Macro Strategist))

• The 1997 Asian financial crisis (Alessandro (Macro Strategist))

• The Four Pillars of Rationality (According to Charlie Munger) (Kingswell)

• History of Booz Allen Hamilton: Part II (Douglas Ott)

• Five charts that explain Private Credit (Serhio MaxDividends)

• What's a MOAT (Felix)

• The End of Google Search (Felix)

• Finding Alpha in PE-Backed IPOs: A Strategy for Patient Investors (Kristopher Rymer)

• $32B Wiz Acquisition (OnlyCFO)

• Market Crashes When This Happens (Oguz Erkan)

• Ben Graham’s net-net strategy (Sanjiv)

• Portfolio Concentration | The Secret (James Emanuel)

• Why Seemingly 'Safe' Investments Are Secretly Ticking Time Bombs (Schwar Capital)

• 10 Forever-Rules for You to Master the Stock Market and Build Wealth (Investing Lawyer)

• 6 Brutal Truths About the New Macro Regime (Enrique G. Herrero)

• [Part II] Market Structures & Their Impact On Economic Moats (DualEdge Invest)

• Lessons from 100+ Years of Stock Market Crashes (The Pareto Investor)

• The Quality Stock Trap (Summit Stocks)

• How to Ignore 'Hot Stock' Hype and Focus on Business Fundamentals (Michael Cool)

• Trade wars (Joseph Politano)

• Analyzing The Great Financial Crisis - Part II (DualEdge Invest)

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Recommended Book

Warren Buffett: Investor and Entrepreneur

Todd A. Finkle provides striking new insights into Buffett’s career through the lens of entrepreneurship. This book demonstrates that although Buffett is thought of primarily as an investor, one of the secrets to his success has been running Berkshire as an entrepreneur.

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Companies

• MicroStrategy (Waterboy Investing)

• Franklin Covey (YZ)

• TransDigm Group ( Summit Stocks )

• Lifeway Foods (Idea Hive)

• American Express (Larry Jamieson)

• Google (Sanjiv)

• Kinsale Capital Group (The Dutch Investors)

• Diageo (The Dutch Investors)

• Trivago (Mr Deep-Value)

• Asseco Poland (Kairos Research)

• Maurel & Prom (Hidden Market Gems)

• React Specialist Cleaning (Matt Newell)

• ASML (Kontra)

• Lam Research Corp. (Daan Rijnberk)

• Methode Electronic (DeepValue Capital)

• Adyen (Wolf of Harcourt Street)

• Lululemon (MBI Deep Dives)

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