WorldlyInvest Weekly #35

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

Nu Holdings has dazzled investors with growth, but profitability and expansion risks tell another story.

The Bear Case on Nubank

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Essential readings

• LVMH vs Richemont: Who Really Wins in Branding? ( CosmicCapital)

• The Seven Deadly Sins of Investing ( James Emanuel)

• The Forgotten Deal Behind Munger’s 100%+ Gains in Two Years ( Anh Hoang)

• Bitcoin is Built to Fail ( Strategist & Architect)

• How Hotels Can Thrive in an Agentic AI World ( Thomas Reiner)

• Open Source Business Models ( Eric Flaningam)

• When electronic trading platforms get disrupted ( Rupak Ghose)

• 1974 An Analysis of Warren Buffett's Shareholder Letter and Berkshire Hathaway Financial Statements ( The Weekend Investor)

• What Lean manufacturing taught me about real-world due diligence ( Dean)

• Doing Business the Johnson Way ( Luc)

• Curiosity Over Credentials: The Robert Hagstrom Story ( Excelsior Capital)

• Investing Like Darwin ( Asymmetric Value)

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

• Chris Davis & David Rubenstein Notes ( Ezra Crangle)

• Investing in Dislocations ( Ben Claremon)

• 95 Lessons from Warren Buffett ( Kris)

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Recommended Book

The Warren Buffett Way

The Warren Buffett Way describes the twelve investment tenets of Warren Buffett's strategy called business-driven investing and his distinct approach to managing a portfolio of businesses.

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Stocks Ideas

• Coreweave ( Oguz Erkan)

• Prysmian ( Hidden Market Gems)

• Undervalued & Growing SaaS ( Victorious Investing)

• Crane Co. ( Kairos Research)

• Adobe ( Summit Stocks)

• Baby Berkshire Hathaway (Boston Omaha) ( Unemployed Value Degen & Sophon Capital Research)

• Nvidia ( Antoni Nabzdyk)

• St Joe Co ( Maksim)

• 3 japanese deep value ideas ( AltayCap )

• Tactile Systems ( DeepValue Capital)

• Dollar General ( RM Capital Partnership)

• AIM Stock Ideas ( Saesch)

• Pawn broker, gold dealer, FX ( ROE The Boat)

• Amplitech Group ( everyonehatespoetry)

• Sky Harbour Group ( Unemployed Value Degen)

• NVDA Q2 2025 Earnings Analysis ( Sergey)

• UK Small Cap Play ( Wesley)

• Datadog ( Daan | InvestInsights)

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See ya next week!