WorldlyInvest Weekly #34

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

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ICYMI

A case study on how to spot red flags

A Forensic Look at Tootsie Roll

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Essential readings

• When Growth Becomes Too Much of a Good Thing ( The Profitable Mind)

• Nickel deep dive ( Margin of Sanity)

• Benjamin Graham in 1974: Book Value, Inflation, and the Case Against Efficient Markets ( The Weekend Investor)

• Why Management Should Consist Of Industry Veterans ( The Onveston Letter)

• Best and Worst Investments to Build Wealth ( The Pareto Investor)

• Warren Buffett’s First Business Exit ( Anh Hoang)

• What a Math and Physics Genius can teach us about Investing ( James Emanuel)

• Five Things I Learned From Chris Davis About Intelligent Investing ( Kingswell)

• How Legendary Investor David Samra Beat the Market by 4% For 20 Years ( Strategist)

• Investors Are Reversion Hunters, Not Trend Chasers ( Oguz Erkan)

• The Secret of Investing in Programmatic Acquirers ( James Emanuel)

• The Keys to Success Or Personal Efficiency ( Luc)

• Perfectionism vs investing ( Harvey Sawikin)

• The cautionary tale of fintech N26 ( Rupak Ghose)

• Conviction and Position Sizing ( Mathieu Martin)

• Why AI's moat is capital ( Kevin Zhang)

• AI Agents and the Future of Grocery Delivery ( Thomas Reiner)

• Uncorking Decades of Value in Asian Markets ( Polymath Investor)

• Diary of a Bear Market ( The Weekend Investor)

• How AI Really Disrupts Commerce ( App Economy Insights)

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

• Howard Marks and The Calculus of Value Memo Notes ( Ezra Crangle)

• 100-Baggers, where are they born? ( Kevin)

• Semiconductors primer ( Ozeco Strategist & Architect )

• AI Is the new Dot-Com ( The Dutch Investors)

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Recommended Book

Don't Fall For It

This compelling book explores specific instances of financial fraud as well as some of the most successful charlatans and hucksters of all-time.

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Stocks Ideas

• NCR Atleos ( Value Don't Lie)

• Microsoft ( Antoni Nabzdyk)

• Liquidations ideas ( Hughie Forbes)

• 44% ROIC Co. trading near 52 weeks low ( Joel Sherwood)

• Legal Tech Monopoly at 5.69x Forward TEV/Sales ( Strategist)

• Palo Alto Networks Q2 2025 Earnings Analysis ( Sergey)

• Harrow Inc ( Penny Insight)

• MidCap Financial ( FJ Research)

• CROX ( Waterboy)

• The Infrastructure Enabler Nobody Talks About ( Pound the Rock Investing)

• Profrac Holding Corp ( Dean)

• A cheap stock with 60% of net cash. 2.3x earnings ( Noel Wieder)

• New bankruptcy cases ( PETITION LLC)

• The Marriott of China ( RM Capital Partnership)

• Gentian Diagnostics ASA ( Hidden Market Gems)

• Amazon's Latest Grocery Push ( Thomas Reiner)

• Adyen N.V. ( Daan | InvestInsights)

• ServiceTitan ( FJ Research)

• Kering ( Musa Iftikhar)

• A 75-Year-Old Giant, Priced Like It’s Dying ( DeepValue Capital)

• AIM Stock Ideas ( Saesch)

• GAMCO Investors ( Dave Waters)

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See ya next week!