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.

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ICYMI

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

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Essential readings

• Does Patience Pay? ( Stephen Clapham)

• From Professional Poker Player to Hedge Fund Manager ( Asif)

• Assign Yourself A Story ( Kingswell)

• D.E. Shaw – the quant king ( Rupak Ghose)

• A Snapshot of the Oil Market ( Open Insights)

• The AI Poker Game: A Battle of Incentives ( James Emanuel)

• Investing In Mistakes ( Henry DaVega Wolfe)

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

• Interview with Balkar Sivia of White Falcon Capital Management ( Planet MicroCap)

• How Mercado Libre’s Founders Built a $100B Business ( Wolf of Harcourt Street)

• How Tender Offers and Family Empires Trap Minority Shareholders ( Javier Pérez)

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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.

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Stocks Ideas

• Airbnb ( Krushna Vaishnav)

• Gaztransport & Technigaz (GTT) ( Joel Sherwood)

• Japanese net-net ( Net-Net-Hunter Japan)

• Pool Corp ( Douglas Ott)

• Special situations ideas of the week ( Asif)

• Evolution ( Fjord Alpha)

• AppLovin ( Sergey)

• Salesforce ( Summit Stocks)

• Duolingo ( Daan | InvestInsights)

• Netskope ( FJ Research)

• Conmed ( DeepValue Capital)

• Axon ( Sergey)

• AIM Stocks Ideas ( Saesch)

• CrowdStrike ( Kris)

• eXoZymes ( James | Slack Capital)

• Oracle Inc ( Sanjiv)

• Samsara ( Hidden Market Gems)

• Nike ( Musa Iftikhar)

• A Dutch dividend compounder ( The Dutch Investors)

• Fenix Resources ( Boredom Baron & Hugo Navarro)

• Harrow (HROW) ( Oliver | MMMT Wealth)

• Ørsted ( Fjord Alpha)

• TGS ( Sigbjørn Hovda)

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