WorldlyInvest Weekly #25

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

Learn how to systematically evaluate management quality and capital allocation decisions before investing.

How to Evaluate Management and Capital Allocation Like a Professional Investor

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Essential readings

• The Hidden Truth Behind Earnings Growth ( Daniel's Deep Dive)

• Warren Buffett Goes Back to School ( Kingswell)

• Two Investment Truisms, One of Which You Can’t Say Anymore ( Harvey Sawikin)

• The Global Multi-bagger Hunt: How 446 Companies Became 10-Baggers While Most Investors Weren't Looking ( Dede Eyesan & Bogumil Baranowski)

• A Conversation About Mistakes ( The Intellectual Edge)

• Only A Few True Activist Investors ( Henry DaVega Wolfe)

• The AI Story ( Ozeco)

• Finding Asymmetric Opportunities in MicroCaps and Music Royalties ( Planet MicroCap & Uzo)

• Buffett’s Big Bet on Japan ( Max Dividends)

• Alternative Investments: Big Promises, Questionable Payoffs! ( Aswath Damodaran)

• Clone the Giants, Invest Like the Best ( Enrique G. Herrero)

• The Power of Your Investment Philosophy ( Enrique G. Herrero)

• The IKEA Story ( Luc)

• How to value a hedge fund management company ( Rupak Ghose)

• A Rise in Shareholder Activism in Canada ( Mathieu Martin)

• Transport Infrastructure ( Dede Eyesan)

• What kind of investor are you? ( The Dutch Investors)

• What to do in Times of Fear, Uncertainty, and Doubt ( Quality Equities)

• Underlying Oil Market Fundamentals Matter Far More Than Middle East Supply Disruptions Over The Long Run ( Arjun Murti)

• Nick Sleep ( Silba)

• Warren Buffett and Berkshire Hathaway news of the week ( Kingswell)

• How to use AI Agents for stock research (with a case study) ( Indra)

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Recommended Book

Hetty: The Genius and Madness of America's First Female Tycoon

When J. P. Morgan called a meeting of New York's financial leaders after the stock market crash of 1907, Hetty Green was the only woman in the room. The Guinness Book of World Records memorialized her as the World's Greatest Miser, and, indeed, this unlikely robber baron—who parlayed a comfortable inheritance into a fortune that was worth about 1.6 billion in today's dollars—was frugal to a fault. But in an age when women weren't even allowed to vote, never mind concern themselves with interest rates, she lived by her own rules.

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Stocks Ideas

• 2 Beaten-Up SMID Caps ideas ( Todd Wenning)

• Toast ( Eric Flaningam)

• 2 Distressed oil producers ( Eigenvalue)

• Take-private situation: WM Technology ( Tenva Capital)

• AMD ( Kontra)

• Undervalued Money Printing Bakery: Greggs ( Kostadin Ristovski, ACCA)

• Chegg ( Enrique G. Herrero)

• Liquidations ideas ( Hughie Forbes)

• Norwegian company with high dividend yield: Sentia ( Sigbjørn Hovda)

• GitLab ( Stefan Waldhauser )

• TransDigm ( Douglas Ott)

• OnlyFans ( Stephen Clapham)

• Compounders ideas ( DIY Investor)

• Xpel ( Leeder Capital)

• Hemnet Group ( Bristlemoon Capital)

• Bankruptcy situation? Offerpad Solutions ( PETITION LLC)

• Uber ( Wolf of Harcourt Street)

• Opportunities in Papua New Guinea ( Dave Waters)

• Compounder idea: Academedia AB ( Strategist)

• Special situation: DoubleDown Interactive ( Elias Papadopoulos)

• G Mining Ventures Corp. ( FatAlpha)

• HEICO Corporation ( Compound & Fire)

• Amazon AWS Business Breakdown ( CosmicCapital)

• Small-Cap Stocks with Hidden High-Growth Segments ( Polymath Investor)

• Oscar Health ( Antonio Linares)

• Chipotle ( Daan | InvestInsights)

• Turnaround idea: Focusrite ( DeepValue Capital)

• India’s largest private sector company: Reliance Industries ( Sanjiv)

• Deep value idea: Punch Industry ( Net-Net-Hunter Japan)

• NVIDIA ( Kontra)

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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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