WorldlyInvest Weekly #28

The best FREE resources from the 'Finstack' community

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ICYMI

Learn how to build a powerful investment process in six clear steps

The Complete Investment Process Step-by-Step Guide

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Essential readings

• Is education in bankruptcy? ( PETITION LLC)

• No, Microcaps are not dead… yet ( Mathieu Martin)

• Lessons from 125 Years of Market Data ( Stephen Clapham)

• How to Read 10Ks Like a Hedge Fund ( Penny Insight)

• Where do Tech Returns Come From? ( Eric Flaningam)

• Reading is not just about collecting facts, but building new mental models ( Kingswell)

• Why Site Visits Matter in Microcaps Investing ( Planet MicroCap)

• George Soros and The Theory of Reflexivity ( Noel Wieder)

• Hidden insights from 60 years of Buffett's wisdom ( Schwar Capital)

• Investors Need To Be Nomadic Disciples ( James Emanuel)

• Rare earths ( Boredom Baron)

• Jane Street on Fire ( Rupak Ghose)

• Day Trading Is for Losers ( Denis Gorbunov)

• Thoughts on risk ( West St. Investing)

• 1973 Berkshire Hathaway Shareholder Letter ( The Weekend Investor)

• Buffett’s concentrated portfolio analysis ( Schwar Capital)

• As A Man Thinks…: Thomas J. Watson ( Luc)

• Distribution - The Only Moat Left? ( OnlyCFO)

• Forbes profile on Buffett during the 74-bear market ( The Weekend Investor)

• The Value of True Alignment ( Pound the Rock Investing)

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

• A Strategic Analysis of AI-Driven and Value-Centric Investment Philosophies ( Waver)

• Books recommendations by The Rational Walk

• Interview with Dean ( The Wallaby Report)

• Shopee's Dominance in Southeast Asia's E-Commerce Market ( Wolf of Harcourt Street)

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Recommended Book

The Devil's Financial Dictionary

The Devil's Financial Dictionary skewers the plutocrats and bureaucrats who gave us exploding mortgages, freakish risks, and banks too big to fail. And it distills the complexities, absurdities, and pomposities of Wall Street into plain truths and aphorisms anyone can understand.

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Stocks Ideas

• Axon Enterprise ( Sergey)

• OTC Markets Group ( Margin of Sanity)

• Multifamily REIT trading @ ~25% discount to NAV ( Real Assets Value)

• CTS Eventim ( Daniel's Deep Dive)

• Broadcom ( Intoobus)

• Weatherford International Plc ( Strategist)

• Safran - Aerospace & Defence ( Kontra)

• Liquidations ideas ( Hughie Forbes)

• Angi ( Stefan Waldhauser)

• Hims & Hers Health ( Felix)

• Stanley Black and Decker ( DeepValue Capital)

• Watches of Switzerland Group ( Compound & Fire)

• Waste Management ( Antoni Nabzdyk)

• Micron Technology ( Daan | InvestInsights)

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