WorldlyInvest Weekly #24

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

More investment ideas from Columbia Busines School!

What I Found in the Latest CBS Student Investment Theses (Fall 2024 Edition)

An open letter to a pro athlete about money, investing, and building lasting wealth

An Open Letter to an Athlete About Money, Investing, and the Long Game

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Essential readings

• A 36,000% return since IPO : CSU Case Study ( Nico)

• How Monte Carlo Simulation Changes Valuation ( Summit Stocks)

• Dangers of ARR vs GAAP Revenue ( OnlyCFO)

• Swatch Group activist case ( Michael Levin)

• Should You Track Your Trades? Even The Ones You Don't Make? ( Dean)

• The Long Game of Trust ( Kingswell)

• A Human AI Could Never Replace: Kevin Huvane, Agent to Stars ( Harvey Sawikin)

• Activist Letter to The Restaurant Group Plc ( Henry DaVega Wolfe)

• The Next 10 Years: S&P500, Gold, Bitcoin? ( James Emanuel)

• What Would Prove You Wrong? The Most Important Question In Investing ( Polymath Investor)

• Why Picking Stocks Fails 90% of the Time - And How to Invest Safely with Index Funds ( Rohit Trivedi)

• Buffett & Earning 50% Returns ( The Intellectual Edge)

• The 7 Biggest Red Flags in Companies Quality Investors Shouldn’t Ignore ( FluentInQuality)

• Banks lend to Elon Musk but demand tons of Tesla shares as collateral ( Erik Sherman)

• The Magic of Drawdowns ( Market Sentiment)

• The Death of Growth ( Javier Pérez)

• CoreWeave & Nebius Bet On Nvidia’s GPUs & Won Big ( Uttam Dey & Amrita Roy)

• In defence of investment research ( Rupak Ghose)

• Looking for the Overlooked with Geoff Gannon, Co-Founder and Portfolio Manager at Focused Compounding ( Planet MicroCap)

• What Super Investors are Buying ( Invest In Assets 📈)

• Prem Watsa’s Fairfax Playbook ( Compound & Fire )

• International Container Terminals ( Dede Eyesan)

• Riding the AI Tech Stack ( Philoinvestor)

• What I Learned Before I Sold to Warren Buffett: An Entrepreneur's Guide to Developing a Highly Successful Company ( Luc)

• One of the Best Terry Smith Interviews to Date ( The Compounding Tortoise)

• Artificial Intelligence vs. Intellectual Property ( Rene Bruentrup)

• Ingredients industry ( DualEdge Invest & Ozeco)

• The Berkshire Beat: June 13, 2025 ( Kingswell)

• Discussion With An Anti-Shareholder Value Advocate ( Henry DaVega Wolfe)

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Recommended Book

The Psychology of Money

In The Psychology of Money, award-winning author Morgan Housel shares 19 short stories exploring the strange ways people think about money and teaches you how to make better sense of one of life's most important topics.

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Companies

• 3 stock ideas in Sweden ( Joel Sherwood)

• Pool Corporation ( Margin of Sanity)

• Bankruptcies cases ( PETITION LLC)

• Cable Network Spins ( Value Don't Lie)

• Just Group ( Strategist & Architect)

• Walmart ( Intoobus)

• Paxman ( Dan)

• Eli Lilly ( SmartReversals)

• Marcus Corp. ( Inflexio Research)

• Broadcom Inc ( Sanjiv)

• JD Sports Fashion ( Saad Khan)

• MSA Safety ( Douglas Ott)

• Airbnb ( Stefan Waldhauser)

• Photronics ( Tyler Moody)

• How Mercado Libre built Latin America's most valuable company ( Lenny Rachitsky)

• Amadeus Fire ( Strategist & Architect )

• Lemonade Inc ( Oliver | MMMT Wealth)

• Pharma-Bio Serv ( Elias Papadopoulos)

• eToro ( Oguz Erkan)

• Oracle ( Daan | InvestInsights)

• Ryanair ( FatAlpha)

• Vetoquinol ( Strategist & Architect)

• Mercado Libre ( Wolf of Harcourt Street)

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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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