WorldlyInvest Weekly #30
The best FREE resources from the 'Finstack' community
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ICYMI
New write-up!
The best quarterly ideas are back!
Essential readings
How Gucci Fended Off LVMH’s Hostile Takeover (
& )Santa Monica Partners Letters to Partners (
)Yet Another Munger Masterclass (
)How Buffett Turned a Dying Map Business into a Gold Mine (
)5 prompts to analyze a stock in less than a minute (
)Buffett Partnership's Best Investment (
)Warren Buffett and Berkshire Hathaway news of the week (
)Benjamin Graham: The Grandfather of Investment Value Is Still Concerned (
)3 Short Case Studies of the Results of Changing Governance Models (
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Recommended Book
Inflated: Money, Debt, and the American Dream
Thanks
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.
Stocks Ideas
A Microcap Turnaround with Multiple Catalysts (
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National Stock Exchange of India (
)An unloved contractor with nuclear upside and a record backlog (
)Going private special situation (
)US Healthcare sector is out-of-favor (
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Wise (
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The AI & Healthcare Opportunity (
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An Undervalued HK Listed Sportwear Company (
)CoStar (
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ASML (
)Two Hidden Gems from the OTC Market (
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Razor-Blade Medical Device Company In The Midst Of A Turnaround (
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Topicus (
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NJ waterfront apartment REIT trading at >25% discount to NAV (
)The New Magnum Company Case Study (
)IDT Corporation PART I & PART II (
& )Microcap doing an 85% buyback via tender trading below cash (
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That's quite the list of summer reading and listening - thanks!
Thanks again for the mention.