WorldlyInvest Weekly #26

The best FREE resources from the 'Finstack' community

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ICYMI

No post for the week. I forgot to publish it!

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Essential readings

• Distress, control, and Buffett ( Andrew Walker)

• What The Governance World Does Not Tell You About The Board ( Henry DaVega Wolfe)

• Investing In Equities? What Do You Really Own? ( James Emanuel)

• Understanding Bonds ( Rohit Trivedi)

• Interview with Barry Ritholtz on his new book How Not to Invest ( Bogumil Baranowski)

• The blurring lines between High-Frequency Trading and hedge funds ( Rupak Ghose)

• APAC's Construction Material Sector ( Strategist)

• 9 Powerful Yet Overlooked Lessons from Warren Buffett ( FluentInQuality)

• 6 high-quality stock ideas in Asia ( FluentInQuality)

• A high quality growth payment company ( Oguz Erkan)

• A Profitable Fintech With 48% Revenue Growth ( Denis Gorbunov)

• The history of EVI ( Douglas Ott)

• Hedge Funds' Secret Weapon ( Stephen Clapham)

• Trading vs Investing: Do you know what are you doing and why? ( Emran Chowdhury)

• For Berkshire Hathaway fans: Lessons From National Indemnity Founder Jack Ringwalt ( Kingswell)

• Payments industry: History, trends and impact going forward ( Yehoshua Zlotogorski)

• Buffett and Munger: The Duo Behind Berkshire's Success ( Intoobus)

• 10 Books That Will Actually Make You A Better Investor ( Brian Coughlin)

• Interview with Mathieu Martin ( Planet MicroCap)

• Stablecoins and their potential impacts for Mastercard, Visa and Wise ( CosmicCapital)

• David Sarnoff played a pivotal role in the development of radio and television in the US ( Luc)

• Cloud's Biggest Winners & Losers ( OnlyCFO)

• Becoming Berkshire: 1973 Part 4- Wesco Financial ( The Weekend Investor)

• Forget Diversification! ( The Pareto Investor)

• Arini: Fast growing hedge fund and credit platform ( Rupak Ghose)

• Allan Mecham ( Silba)

• The Dark Side of Stock-Based Compensation ( Quality Stocks)

• Teledyne: A Brief Tale Of Governance Heresy ( Henry DaVega Wolfe)

• Never sell? ( Best Anchor Stocks)

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

• The Portfolio Size Wars ( Waver)

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Recommended Book

Financial Statement Analysis for Value Investing

This book provides a new lens, arguing that value investing is a matter of understanding the business through accounting. This guide to investing through analysis of financial statements presents both underlying principles and practical examples. Financial Statement Analysis for Value Investing is essential reading for anyone interested in the fundamentals of value investing, practitioners and students alike.

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Stocks Ideas

• 15 Stock Ideas from the AIM (London) ( Saesch)

• Interview with a shareholder of G Mining Ventures Corp. ( FatAlpha)

• Spin-off situation: Fortive (FTV) & Ralliant (RAL) ( Value Don't Lie)

• Chinese Stock: NetEase ( Wesley)

• 3 overlooked Latvian stock ideas ( Eigenvalue)

• Short thesis on an Italian luxury company ( Aalim Azeez Ur Rehman)

• A Norwegian deep value situation ( Sigbjørn Hovda)

• Special situations ideas ( Asif)

• Meta's AI Strategy ( Eric Flaningam)

• Visa vs. Mastercard ( Compound & Fire)

• An out-of-favor cannabis company ( Dean)

• Veeva: Global leader in cloud software for the life science industry ( Ryan Seawell)

• Robinhood ( Ryan Reeves)

• A warrant-arbitrage that yields a 168.6% annualized return ( Benevolus)

• Computer Modelling Group ( Compound & Fire)

• Cloudflare ( Sergey)

• UnitedHealth ( Rene Bruentrup)

• Undervalued datacentre small-cap with a 120% CAGR over the last 3y ( Victorious Investing)

• Uber’s Sleeping Giant Ad Business ( Wolf of Harcourt Street)

• Why SoFi's Banking License is it's Secret Weapon ( Felix)

• Matrix Composites & Engineering ( Tenva Capital)

• Hydreight Technologies ( M. V. Cunha)

• Copart ( Daan | InvestInsights)

• Card Factory ( Kostadin Ristovski, ACCA)

• OpenAI has started to form a "moat" ( Rihard Jarc)

• Datadog ( Sergey)

• Ashtead Group ( D Invests)

• An E-Commerce Eyecare Retailer with a Long Runway for Growth ( Pound the Rock Investing)

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