WorldlyInvest Weekly #27

The best FREE resources from the 'Finstack' community

DISCLOSURE: The following weekly edition contains an affiliate link to Amazon. If you purchase through this link, I may earn a small commission at no additional cost to you. Your support helps keep this newsletter free and focused on delivering high-quality content for you.

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ICYMI

The third part of behavioral investing tools for the long-term investor is ready. Here’s the 3 parts:

Pre-Mortem Analysis: A Step-by-Step Guide

Why Every Investor Needs a Post-Mortem Analysis (And How to Do It Right)

A Step-by-Step Guide to Your First Investment Decision Journal

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Essential readings

• Beretta: 500 Years of Family Ownership ( Douglas Ott)

• Howard Marks’ 10 Rules Smart Investors Actually Follow ( Invest In Assets 📈)

• Why Every Investment Case Can Be True (and False) ( The Intellectual Edge)

• Thoughts about long-term investing ( Sanjiv)

• Insiders' share ownership is not the reliable indicator many believe it to be ( James Emanuel)

• The ultimate guide to commit fraud and trick your investors ( OnlyCFO)

• How to Buy Bonds: A Stress-Free Step-By-Step Guide ( Rohit Trivedi)

• Why the truly best companies continue to outperform ( CosmicCapital)

• The uncomfortable truth about learning that most investors ignore ( Schwar Capital)

• Tariff Derangement Syndrome? ( PETITION LLC)

• Sell framework checklist ( Schwar Capital)

• Harnessing the power of AI for investing ( Gary Mishuris, CFA)

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

• The 7 Long-Term Investing Styles ( Enrique G. Herrero)

• Why biotechs burns money ( Denis Gorbunov)

• St. James Investment Company Q2 2025 Letter ( St. James Investment Company)

• Data center cooling market ( Best Anchor Stocks)

• Interview with Andrew Wilkinson of Tiny ( Lenny Rachitsky)

• How Jim Simons Launched the Quant Revolution ( Luc)

• Deconstructing the Market's Most Famous Myth ( Waver)

• A Personal History of American Finance ( Marc Rubinstein)

• Treating stocks as ownership in operating businesses ( Dan Shuart)

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Recommended Book

Competition Demystified

Based on his hugely popular course at Columbia Business School, Greenwald and his coauthor, Judd Kahn, offer an easy-to-follow method for understanding the competitive structure of your industry and developing an appropriate strategy for your specific position.

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Stocks Ideas

• Givaudan ( DualEdge Invest)

• Wise ( Wonder Stocks)

• An Open Letter To Comcast CEO Brian Roberts ( TSOH Investment Research)

• Italian Asset Manager ( Eigenvalue)

• API Group ( Kairos Research)

• Deep value situation trading at half of book value ( AltayCap)

• Microcap digital businesses holdco ( YZ)

• A GARP AdTech: Viant Technology ( P14 Capital)

• Teladoc ( Stefan Waldhauser)

• 3 ultra-profitable boring businesses ( The Dutch Investors)

• JPMorgan ( Intoobus)

• IMAX ( Raging Bull Investments)

• Kering and his leadership transition ( Musa Iftikhar)

• Figma S-1 ( OnlyCFO)

• IREN: Tesla's Playbook Applied to Datacenters ( Antonio Linares )

• Zscaler ( Sergey)

• Seaport Entertainment Group ( Unemployed Value Degen & Siyu LI)

• Palantir ( Sergey)

• hVIVO ( DeepValue Capital)

• The Best Smallcap in EU Is Hiding In Italy ( John Law: Smallcap Research)

• SAP SE ( Daan | InvestInsights)

• LVMH ( Compound & Fire)

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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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