WorldlyInvest Weekly #33

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 IV)

---

Essential readings

• Routines and Orgies: The Life of Value Investor Peter Cundill ( Dean)

• The long-term damage done by MiFID II ( Joachim Klement)

• Crypto Relative Value Arbitrage with Andrew Walker ( Asif)

• Life Sciences ( Future Funds & Karl Rudolph)

• The Future of Software Business Models ( Eric Flaningam)

• The Host Marriott / Marriott International Spinoff Case Study ( Grahamian Value )

• Why Corporate Governance Is Like Organic Chemistry ( Henry DaVega Wolfe)

• The importance of looking deeper than just the numbers ( D Invests)

• Benjamin Graham: How to Value Stocks When Nothing Feels Safe - Part 1 ( The Weekend Investor)

• Growth Investor or Value Investor? ( James Emanuel)

• Auditors as whistleblowers ( Francine McKenna)

• How Big Tech Pulled Ahead Again ( Dede Eyesan)

• The $114 Lesson That Made Warren Buffett a Billionaire ( Anh Hoang)

• The Illustrated History of Publix Super Markets, Inc. ( Luc)

• To Grow Wealth, Don't Sell Your Cezanne Stocks ( Harvey Sawikin)

• Defense as a Service: A New Destructive Business Model? ( Hidden Market Gems)

• Mid Year 2025 Letter ( Tim Gallagher)

• Event-Driven Investing Playbook with Asif ( Planet MicroCap)

• Monster Energy Case Study ( Multibagger Ideas)

• Todd Combs Investment Philosophy ( Ezra Crangle)

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

• The $1,200 Bet by a 15-Year-Old Buffett ( Anh Hoang)

---

Recommended Book

Price Catalysts: Proven strategies for spotting profitable stock investments

Price Catalysts explores the world of corporate special situations and demonstrates how savvy investors can profit from untapped investment opportunities in this niche sector of the market.

---

Stocks Ideas

• Games Workshop ( Daniel's Deep Dive)

• A Quality Growing Swedish Microcap ( ROE The Boat)

• Geodrill ( Dean)

• Japan's leading spot-work marketplace ( Jake Barfield)

• Johnson Matthey ( Modern Investing)

• Mastercard ( CosmicCapital)

• Harley-Davidson ( RM Capital Partnership)

• Paying LESS than 3 x FCF for a high-margin, growing, durable business ( Swissie ⚔️ )

• Two Quiet Giants Powering Decades of Dividend Growth ( Max Dividends)

• SR Bancorp ( Waterboy)

• Madison Square Garden Sports ( Open Insights)

• The Unknown 100X Stock, That Has The Most Resilient Business In The World ( Peter Thomason)

• Evolution AB ( Felix )

• Nike 2024 CEO Transition ( Khadija Tariq)

• The Quiet Giants Supplying the World’s Next Copper Boom ( Boredom Baron)

• Sea Limited (SE) Q2 2025 Earnings Analysis ( Wolf of Harcourt Street)

• Kongsberg Gruppen ( Hidden Market Gems)

• Crocs ( RM Capital Partnership)

• A fast-growing 10x EBITDA Core With Free Call Options on Growth ( Brian Flasker)

• Leaders in the expanding global obesity market ( Kontra)

• AIM Ideas ( Saesch)

• The 140-Year-Old Healthcare Giant With 4x+ Upside ( DeepValue Capital)

• Hardware-Enabled SaaS with Expanding ARR at a Strategic Inflection Point ( Polymath Investor & Hugo Navarro)

• ServiceNow ( Daan | InvestInsights)

• Nu Holdings (NU) Q2 2025 Earnings Analysis ( Wolf of Harcourt Street)

---

---

📌 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!