WorldlyInvest Weekly #22

The best FREE resources from the Finstack community

Want to dive deeper?

If you’re enjoying the insights from this newsletter and want to sharpen your investing skills even further, check out my series of ebooks— each available for just $9:

• Quality Investing: The Essential Guide

• Deep Value Investing: The Essential Guide

• Microcap Investing: The Essential Guide

• Special Situations: The Essential Guide

• Behavioral Investing: The Essential Guide

Each ebook is packed with actionable strategies, proven frameworks, and practical tools to help you become a smarter, more disciplined investor.

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ICYMI

Investment ideas from the Graham & Doddsville newsletter

10 High-Conviction Investment Ideas from Graham & Doddsville (Spring 2025)

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Essential readings

• A Benjamin Franklin Reader ( Luc)

• Everything You Need to Know About Valuation vs. ROIIC and Durability ( Compounding Tortoise)

• Interview with René Sellmann ( FluentInQuality)

• How Larry Goldstein made $250,000 in 2 hours ( Dirtcheapstocks)

• Art, Craft, Science ( UK Investor Diary)

• The Hard Yards? ( UK Investor Diary)

• Valuing & Selecting A REIT ( DualEdge Invest)

• Learning from Satya Nadella ( The Dutch Investors)

• Don't Make These Investment Mistakes ( Best Anchor Stocks)

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

• An example of a bad board ( Andrew Walker)

• The Hidden Power of Doing Nothing (and Being Ready for Everything) ( Schwar Capital)

• The Capital Cycle To Boost Returns (Part I & Part II) ( James Emanuel)

• Becoming Berkshire: 1973 Part 2 Katharine Graham - Personal History ( The Weekend Investor)

• 5 Active Money Managers that Have "Beat the Market" ( Benevolus)

• 21 Thinking Tools for Making Better Decisions ( The School of Knowledge)

• Why Elon Musk plans to merge Tesla with xAI ( Stefan Waldhauser)

• Building Blocks of Corporate Accounting: Intercorporate Shenanigans ( Javier Pérez)

• Lessons From The Greatest: François Rochon ( FluentInQuality)

• Study Stock Charts to Find Multibaggers ( Denis Gorbunov)

• Base: Coinbase’s Express Lane to a Billion Users ( Satishan)

• Why Time Raises Intrinsic Value in Wide-Moat Stocks ( Summit Stocks)

• The Only Ratio That Really Matters ( Michael Cool)

• Lessons from Letters: Berkshire Hathaway, 2010 ( Excelsior Capital)

• The Story of John Law and the Mississippi Bubble ( Margin of Sanity)

• Nick Sleep’s 13-Year Masterclass: How He Beat the Market ( Invest In Assets 📈 )

• Book Review: "The Nvidia Way ( Patient Capital)

• Early warning signs that a layoff is coming ( OnlyCFO)

• The Berkshire Beat: May 30, 2025 ( Kingswell)

• Democratizing Access to Private Real Estate ( Ben Claremon)

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Recommended Book

The Most Important Thing Illuminated

Howard Marks's The Most Important Thing distilled the investing insight of his celebrated client memos into a single volume and, for the first time, made his time-tested philosophy available to general readers.

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Companies

• NVIDIA ( Kontra)

• Starling and Revolut ( Rupak Ghose)

• Acuren - NV5 merger ( Kairos Research)

• MercadoLibre ( Jacob B)

• Alphabet and AI ( Enrique G. Herrero)

• Five Below ( Wesley)

• Europe’s Hidden Gems ( Planet MicroCap)

• GeoPark ( Modern Investing)

• Sea Limited ( Aalim Azeez Ur Rehman)

• Scotts Miracle-Gro ( TSOH Investment Research)

• StrongPoint ( Sigbjørn Hovda)

• DMW Corp ( Net-Net-Hunter Japan)

• Copart ( Douglas Ott)

• UnitedHealth ( Oguz Erkan)

• Coupang vs. MercadoLibre ( Compound & Fire)

• Starbucks ( Greg ┃The Elevator Pitch)

• Carvana ( Ryan Reeves)

• Microsoft ( Intoobus)

• AMD ( Dan)

• Butler National Corp ( AK)

• Nippon Pigment ( AltayCap)

• Salesforce ( Daan | InvestInsights)

• Schroders ( FJ Research)

• Nvidia ( Jacob B)

• Pediatrix Medical Group ( DeepValue Capital)

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Ready to sharpen your investing edge?

I’ve created a series of focused, no-fluff ebooks to help you master proven value investing strategies — and they’re just $9 each:

• Quality Investing: The Essential Guide

• Deep Value Investing: The Essential Guide

• Microcap Investing: The Essential Guide

• Special Situations: The Essential Guide

• Behavioral Investing: The Essential Guide

Each guide is packed with practical frameworks and tools you can apply right away.

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