WorldlyInvest Weekly #30

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

New write-up!

A Stable Microcap Trading Like a Deep Value Situation

The best quarterly ideas are back!

The Best Ideas I Found in Q2 2025 Investor Letters (Part I)

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Essential readings

• How Gucci Fended Off LVMH’s Hostile Takeover ( Future Funds & Ruofan Pi)

• Santa Monica Partners Letters to Partners ( Luc)

• Yet Another Munger Masterclass ( Kingswell)

• How Buffett Turned a Dying Map Business into a Gold Mine ( Anh Hoang)

• 5 prompts to analyze a stock in less than a minute ( Kevin)

• Buffett Partnership's Best Investment ( Rebound Capital)

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

• Benjamin Graham: The Grandfather of Investment Value Is Still Concerned ( The Weekend Investor)

• 3 Short Case Studies of the Results of Changing Governance Models ( Henry DaVega Wolfe)

• Diary of a Quant Hedge Fund ( George Aliferis, CAIA)

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Recommended Book

Inflated: Money, Debt, and the American Dream

Thanks Margin Of Safety for the book recommendation!

Veteran investment banker, author, and Chairman of Whalen Global Advisors LLC delivers the latest installment of his concise history of the United States' monetary system, putting contemporary financial phenomena like inflation and high housing costs into context.

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Stocks Ideas

• A Microcap Turnaround with Multiple Catalysts ( Elias Papadopoulos)

• Palo Alto Networks ( Sergey)

• National Stock Exchange of India ( Rupak Ghose)

• An unloved contractor with nuclear upside and a record backlog ( The Value Bandit)

• Going private special situation ( Eigenvalue)

• US Healthcare sector is out-of-favor ( Joel Sherwood)

• Special situations ideas ( Asif)

• Wise ( Antonio Linares)

• The case for electricity ( Ozeco & Felix)

• British American Tobacco ( Brian Coughlin)

• The AI & Healthcare Opportunity ( Eric Flaningam)

• Netflix Q2 2025 Results ( Sanjiv)

• An Undervalued HK Listed Sportwear Company ( Bargain Stocks Radar)

• CoStar ( Douglas Ott)

• The Air Liquide paradox ( Kontra)

• Novo Nordisk ( Felix )

• RIT Capital ( FJ Research)

• ASML ( Penny Insight)

• Two Hidden Gems from the OTC Market ( Noel Wieder)

• Pulse Seismic Q2 2025 ( Dean)

• Microcaps ideas ( Pound the Rock Investing)

• JP Morgan ( Sanjiv)

• High Tide ( Dean)

• Charles Schwab ( CosmicCapital)

• Saudi Aramco ( Intoobus)

• LyondellBasell ( DeepValue Capital)

• 3 microcrap ideas ( Mathieu Martin)

• Razor-Blade Medical Device Company In The Midst Of A Turnaround ( Christian Schmidt)

• Limbach Holdings ( Brian Flasker)

• French Mid Cap Play ( Wesley)

• TSMC Part II ( Dede Eyesan)

• Topicus ( Invest In Assets 📈)

• Thermo Fisher ( Daan | InvestInsights)

• NJ waterfront apartment REIT trading at >25% discount to NAV ( Real Assets Value)

• The New Magnum Company Case Study ( Aalim Azeez Ur Rehman)

• IDT Corporation PART I & PART II ( James Emanuel & Polymath Investor)

• Microcap doing an 85% buyback via tender trading below cash ( Brian Flasker)

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