WorldlyInvest Weekly #37

The best FREE resources from the 'Finstack' community.

ICYMI

55 Reflections on Becoming a Better Investor

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Essential readings

• Alcohol & spirits industry ( The Dutch Investors)

• Breakups Across the Major Food Conglomerates ( Asif)

• The rise of Hudson River Trading (HRT) ( Rupak Ghose)

• Michael Burry is buying Lululemon ( Waterboy Stocks)

• Everything You Need to Know About Incentives ( The Compounding Tortoise & The Intellectual Edge)

• Money is freedom ( Frederik Gieschen)

• A reminder about time, trade-offs, and why slowing down matters — in investing and in life ( Dean)

• Charlie Munger: Capitalism's Conscience ( Kingswell)

• Oil Sands Industry Opportunity ( The Financial Pen Strategist & Architect )

• The Myths Of Diversification ( DualEdge Invest)

• How to Use Analyst Estimates in Investing ( DIY Investor)

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

• AI Skepticism & Oracle's Big Risk ( Matt Franz)

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Recommended Book

Fooling Some of the People All of the Time

Far from a dry textbook on accounting, this gripping narrative recounts Einhorn’s years-long battle with Allied Capital, a company he accused of fraudulent practices. The book serves as a masterclass in deep, fundamental research, showing how meticulous analysis can uncover hidden truths.

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Stocks Ideas

• Zeta Global ( Penny Insight)

• Scandinavian Acquirers ( James Emanuel)

• Cadeler ( Stefan Waldhauser)

• Special situations ideas of the week ( Asif)

• Watches of Switzerland ( Asymmetric Value)

• Nike ( Krushna Vaishnav)

• Deep value situation in New Zealand ( Elias Papadopoulos)

• Deep value situation in Europe ( Mr Deep-Value)

• Copart ( Douglas Ott )

• Coursera ( Shehroz Babar)

• Vimeo ( Stefan Waldhauser)

• Alphabet ( Rebound Capital)

• Snowflake ( Sergey)

• TSMC ( Felix)

• A 15-Year Compounder Hiding in Plain Sight ( Strategist & Architect)

• Fossil Group ( PETITION LLC)

• Borr Drilling ( Joshua & Hidden Market Gems)

• American Express ( Monsoon Pabrai)

• Opera ( Dan)

• AIM Ideas: Industrial Services, Mining and Niche Net-Nets ( Saesch)

• Adobe ( Sergey)

• Oracle ( App Economy Insights)

• Nebius Group ( M. V. Cunha)

• 20 Founder-Led Companies ( Kevin)

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