WorldlyInvest Weekly #39
The best FREE resources from the 'Finstack' community.
WorldlyInvest Weekly brings you some of the best ideas from the “finstack” community.
But my exclusive company analyses — the ones I don’t share publicly — are reserved for WorldlyInvest Pro subscribers.
ICYMI
Essential readings
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From Professional Poker Player to Hedge Fund Manager (
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A Snapshot of the Oil Market (
)The AI Poker Game: A Battle of Incentives (
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Warren Buffett and Berkshire Hathaway news of the week (
)Interview with Balkar Sivia of White Falcon Capital Management (
)How Mercado Libre’s Founders Built a $100B Business (
)How Tender Offers and Family Empires Trap Minority Shareholders (
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Recommended Book
7 Powers: The Foundations of Business Strategy
Hamilton Helmer’s “7 Powers: The Foundations of Business Strategy” is the most essential book you can read on competitive advantage. It systematically breaks down the vague idea of an “economic moat” into seven concrete strategies—like Scale Economies, Network Economies, and Counter-Positioning—that create what he calls “Power,” or the potential for persistent differential returns.
Stocks Ideas
Airbnb (
)Gaztransport & Technigaz (GTT) (
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Special situations ideas of the week (
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AppLovin (
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Duolingo (
)Netskope (
)Conmed (
)Axon (
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eXoZymes (
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Samsara (
)Nike (
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Ørsted (
)TGS (
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Thanks for the shout out of my eXoZymes report!
Thanks for the mention, much appreciated! 👍