WorldlyInvest Weekly #29

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

5 investment ideas from CBS’ 5x5x5 Russo Investment Fund.

CBS’ Best Ideas of 2025: The Russo 5x5x5 Fund’s Winning Stock Theses

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Essential readings

• What Howard Marks Really Meant When He Said "Risk Cannot Be Measured" ( Schwar Capital)

• Logic: The Investor’s Greatest Adversary ( James Emanuel)

• Berkshire Hathaway 2000 AGM ( West St. Investing)

• The Most Underrated Skill in Investing ( The Intellectual Edge)

• Bristlemoon June 2025 Quarterly Letter ( Bristlemoon Capital)

• Gold Investing ( Rohit Trivedi)

• Public Co. Boards - Think And Function Like A Raider Or Activist ( Henry DaVega Wolfe)

• Some thoughts when the share price stagnates ( Dean)

• 7 Powers - Network Economies ( CosmicCapital)

• 5 takeaways from Lynch’s 29% CAGR to find multibaggers ( Kevin)

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

• Streaming is now 46% of TV viewing ( Simeon McMillan)

• Chuck Akre ( Silba)

• The 4% Rule Still Works ( Penny Insight)

• Titanium Oxide Industry ( Benevolus)

• Betting on GLP-1 ( Rebound Capital & Market Sentiment)

• Large Cap tech AI strategies in flux ( Sanjiv)

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Recommended Book

Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism

Mixing never-before-published and rare, original letters from Wall Street icons—including Benjamin Graham, Warren Buffett, Ross Perot, Carl Icahn, and Daniel Loeb—with masterful scholarship and professional insight, Dear Chairman traces the rise in shareholder activism from the 1920s to today.

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Stocks Ideas

• Google mini case study ( Maverick Equity Research)

• Babcock & Wilcox ( Value Don't Lie )

• Nordic Industrials Ideas ( Ole)

• IAC Holding ( Stefan Waldhauser)

• Brookfield ( Oguz Erkan)

• Schneider Electric ( Kontra)

• MP Materials ( Anh Hoang)

• Net-Net trading @ 0.4x P/B ( AltayCap)

• Shopify ( Sergey)

• Ashtead Technology Holdings ( Eigenvalue)

• 5 Compounders Ideas in Denmark ( FluentInQuality)

• Nebius ( Antonio Linares)

• AAON ( Kairos Research)

• ASML ( Antoni Nabzdyk)

• Figma S-1 Breakdown ( Tanay Jaipuria)

• Option Care Health ( Brian Flasker)

• A Microcap Diagnostic Company Trading at 2x Earnings and Growing at 19% ( Elias Papadopoulos)

• TSMC ( Dede Eyesan)

• Denmark Compounder With a Huge Growth Potential ( Hidden Market Gems)

• Evolution ( Wolf of Harcourt Street)

• JD Sports ( Saad Khan)

• Japanese net-net ( Net-Net-Hunter Japan)

• Centene Corp. ( Waterboy)

• Oscar Health ( Felix)

• Fox Corp ( Simeon McMillan)

• A contrarian bet on SEO; A GARP SaaS offering 80%+ upside ( P14 Capital)

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