WorldlyInvest Weekly #31
The best FREE resources from the 'Finstack' community
PRESENTED BY
ICYMI
The best quarterly ideas are back!
New write-up!
Essential readings
Book Review: Win the Inside Game by Steve Magness (
)Interview Ardal Loh-Gronager, author of The Perceptive Investor (
)A deep dive on the worlds most important metal (
)How Diversification Protects Your Portfolio (
)How To Become a Better Investor (Part I) (
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Learn about microcap investing (
)Charlie Munger's Secret Decision-Making Checklist (
)Quantum Computing Must Solve These 2 Problems Before the Technology Takes Off (
)Why Every Value Investor Should Consider Dividend Growth Investing? (
)Why "Old Boring Companies” Benefiting from Data Center and AI Trends (
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Greystone Capital Q2 2025 Letter (
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The Financial Implications of next generation Oncology (
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Buffett and Berkshire Hathaway news of the week (
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Recommended Book
Fundamentals
I’m excited to share that my friends at TIL.LAW have just launched their new book, Fundamentals.
The author and managing member of The Investments Lawyers, Michael Huseby, simplifies the complexities of fund formation, covering everything from fund structuring and compensation to key legal terms, negotiation strategies, fundraising, securities laws, and more.
This is the perfect guide if you WANT TO LAUNCH YOUR OWN FUND
So don’t get too shy and get your copy NOW
Stocks Ideas
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Legal Tech Monopoly at 5.69x Forward TEV/Sales (
)Figma (
)Daily Journal Accused of Incorrect Accounting (
)A special situation with spinoffs, special dividends and large buybacks (
)A resilient Nordic investment bank with strong shareholder returns (
)A deep value situation with 20% EBIT margins on minimal capital investment (
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A Dividend King With a High Yield and Industry-Leading Business (
)Turnaround multi-year EBITDA & FCF growth at <7x EBITDA (
)Eurofins (
)7 Quality Compounders In Germany (
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Bankruptcy case: Desktop Metal (
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Microsoft Q2 2025 Earnings Analysis (
)Spotify: A Q2 That Reaffirms the Long Game (
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Gestamp (
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Through the Lens of the CEO: Google (
)Outsourced Human Capital Management (HCM) to SMBs (
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Robert Karas on 2 japanese stocks (
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Baxter (
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Apple Q2 2025 Earnings Analysis (
)Amazon Q2 2025 Earnings Analysis (
)Cloudflare Q2 2025 Earnings Analysis (
)unknown arbitration case offering 10-15x upside (
)DIRTT Environmental Solutions (
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Want to Find Undervalued Stocks Before the Market Catches On?
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✅ 21 deeply undervalued stocks with strong fundamentals
✅ Filtered for quality (no value traps, just real opportunities)
✅ BONUS: Deep Value Quick Guide (Learn how to assess these stocks like a pro)
Fantastic curation this week. I like the mix of deep dives, book reviews, and actionable stock ideas. The piece on moats and the oncology implications caught my eye. Always appreciate when fundamental strategy and sector-specific insights are in the same list.
Your content is gold, keep it coming!
As usual. Thanks for the mention.