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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