WorldlyInvest Weekly #32

The best FREE resources from the 'Finstack' community

PRESENTED BY

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

---

ICYMI

The best quarterly ideas are back!

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

---

Essential readings

• Asset Allocations - Picking Your Path to Escape ( Rohit Trivedi)

• The Greenman Brothers Case Study ( Grahamian Value)

• The AI Trap for Analysts ( Stephen Clapham)

• The Story of Amphenol ( Douglas Ott)

• Insights from "The Way to Wealth" for better investing ( Polymath Investor)

• The power of a trusted brand ( Joachim Klement)

• Public Company Boards: Evolution Or Revolution? ( Henry DaVega Wolfe)

• The SPAC Resurgence with Julian Klymochko ( Asif)

• Q2 ‘25 Cloud Update: CapEx Keeps Rising! ( Eric Flaningam)

• How Buffett Bought a Dollar for Thirty Cents ( Noel Wieder)

• Is the Russell 2000 Permanently Screwed? ( Harvey Sawikin)

• Investing for Growth ( Luc)

• The behavioural biases of fund managers ( Joachim Klement)

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

• Investing in the Inevitable Tides of Demographic Change ( Polymath Investor)

• How Walter Schloss Beat the Market with Less Risk ( West St. Investing)

---

Recommended Book

Fortunes in Special Situations in the Stock Market

Forgotten for over 50 years, Schiller is the inventor of special situations investing for obtaining nearly riskless stock profits. Most of his books have been unknown and out of print until now. His life's work is monumental, on a scale with Graham and Buffett, and applicable to any time - for those willing to put in the hours.

---

Stocks Ideas

• Berkshire Hathaway's Q2 2025 ( Kingswell)

• Microsoft ( TSOH Investment Research)

• FICO ( Penny Insight)

• Figma ( Anh Hoang)

• A 100-Year-Old German Secret With 4x Potential ( FJ Research)

• An ROIC Above 50%, Rule of 50, and 99% of FCF Returned ( Daan | InvestInsights)

• Special situations ideas ( Asif)

• Teva ( Kontra)

• Coinbase Q2 2025 ( Satishan)

• Hims & Hers: Q2 2025 Earnings Review ( M. V. Cunha)

• CCSI ( Archetype Capital)

• Palantir Q2 2025 Earnings Analysis ( Sergey)

• Axon Enterprise Q2 2025 Earnings Analysis ( Sergey)

• A unique logistics business with an HVAC roll up on the side ( Kairos Research)

• Interactive Brokers ( Shivam)

• Best Oil & Gas Royalty with ~15% per Year Return Potential ( Maksim)

• MercadoLibre ( Daan | InvestInsights)

• Airbnb Q2 2025 Earnings Analysis ( Sergey)

• Amazon 2Q25 Results - AWS Analysis ( CosmicCapital)

• Oscar Health ( RM Capital Partnership)

• A rare opportunity to acquire a wide-moat operator for free ( Strategist)

• Short play on an IDR fueled company poised for failure ( Alex smith)

• Total Energy Services ( Dean)

• Q2 2025 updates on LVMH, L'Oréal, Hermès, Ferrari and more luxury Cos. ( Dede Eyesan)

• Crocs ( Unemployed Value Degen)

• Uber ( Wolf of Harcourt Street)

• Structurally Broken Supply with Material Impending Cashflow Generation ( Tenva Capital)

• The Trade Desk ( Daan | InvestInsights)

• A Liquidating REIT About to Pay Out 25%+ of the Market Cap in Dividends ( Brian Flasker)

• Arista Networks ( Sanjiv)

• Teleperformance ( RM Capital Partnership)

• Unilever ( Aalim Azeez Ur Rehman)

• Kingsway ( Douglas Ott)

• PayPal ( Oguz Erkan)

---

---

Want to Find Undervalued Stocks Before the Market Catches On?

I’ve curated a watchlist of 21 deep value stocks that are not just cheap—but high-quality. These stocks are pre-screened using strict deep value criteria, so you can save hours of research and avoid value traps.

✅ 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)

---

📌 PS - If you found this post helpful, would you please consider restacking it and sharing it with your audience?

This spreads the word and keeps me writing content that will help you be a better long-term investor. 🙏

See ya next week!