WorldlyInvest Weekly #36

The best FREE resources from the 'Finstack' community.

ICYMI

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

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Essential readings

• A Primer on Chris Hohn (

  Asad Ahsan
  )

• Now Is the Time to Invest and Get Rich (

  The Weekend Investor
  )

• The Market Is Lying to You (

  Anh Hoang
  )

• The “Safe' Stock” Illusion (

  Stephen Clapham
  )

• The State of AI Gross Margins in 2025 (

  Tanay Jaipuria
  )

• A Short & Heretical Look At The State of Public Company Corporate Governance (

  Henry DaVega Wolfe
  )

• A good memory makes you a better investor (

  Joachim Klement
  )

• The AI boom (

  Future Funds
  &
  Chiel Evertz
  )

• Turning Small Edges Into Big Outcomes (

  Polymath Investor
  )

• 10 Money Rules I’m Teaching My Kids (

  Dean
  )

• Why Investors Keep Ignoring the Low-Risk Paradox (

  Summit Stocks
  )

• Warren 95: A Collection of My Favorite Buffettisms (

  Kingswell
  )

• How Consumer Surplus Impacts Pricing Power (

  Todd Wenning
  )

• The Expensive Truth About Cheap Investments (

  Bogumil Baranowski
  )

• When family business CEOs step down (

  Joachim Klement
  )

• Warren Buffett, Ben Stein, Sexy Real Estate and a 19% IRR for 50 Years (

  Dirtcheapstocks
  )

• Google Saved by ChatGPT? (

  App Economy Insights
  )

• Deep Value in Europe (

  Planet MicroCap
  )

• Warren Buffett and Berkshire Hathaway news of the week (

  Kingswell
  )

• How Investment firms have ventured into sports (

  Musa Iftikhar
  )

• Peak Oil & Gas Demand (

  Arjun Murti
  )

• Industry: The Decline of Cognac (

  Quality Stocks
  )

• Rome Capital 2025 Interim Report (

  Alex Feng
  )

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Recommended Book

Financial Shenanigans

This fourth edition of the bestselling guide shines a light on the most shocking frauds and financial reporting offenders, and gives investors the tools they need to spot deceptive financial reporting in the global markets.

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Stocks Ideas

• Ollie Bargain Outlet (

  TQI capital
  )

• Special situations ideas (

  Asif
  )

• Energy (

  Unemployed Value Degen
  )

• Novo Nordisk (

  FatAlpha
  )

• FICO (

  Shivam
  &
  Ozeco
  )

• Ideas From the Healthcare Sector (

  DIY Investor
  )

• Bankruptcy case: Spirit Airlines (

  PETITION LLC
  )

• Kinsale Capital (

  Felix
  )

• InPost (

  Wolf of Harcourt Street
  )

• UPS (

  Shailesh Kumar, MBA
  &
  James Foord
  )

• Borregaard ASA (

  Hidden Market Gems
  )

• Invictus Energy (

  James | Slack Capital
  )

• Wise (

  scuttleblurb
  )

• Novo Nordisk (

  AK
  )

• A High-Growth Leader in BPH Treatment Facing Headwinds on the Road to Profitability (

  Penny Insight
  )

• Dollar General (

  D Invests
  )

• Platform Economics at 0.6× Sales (

  The Financial Pen
  )

• Centrus Energy (

  Shailesh Kumar, MBA
  &
  James Foord
  )

• Constellation Brands (

  Waterboy Stocks
  )

• TopGolf Callaway (

  Dominick D'Angelo
  )

• GE Aerospace (

  Monopolistic Investor
  )

• Kraft Heinz (

  Greg ┃The Elevator Pitch
  )

• AIM Stock Ideas (

  Saesch
  )

• Deep Value: Sanyei Corp (

  Net-Net-Hunter Japan
  )

• CrowdStrike (

  Daan | InvestInsights
  )

• Gaztransport & Technigaz (

  FJ Research
  )

• GitLab Inc. (

  M. V. Cunha
  )

• Celsius (

  Andrew Rogers
  )

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