WorldlyInvest Weekly #40

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

Theses from the Short Side (Part I)

For paid subscribers

A cheap French small-cap with 22% upside potential

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Essential readings

• A Global Overview of the Healthcare Market and Its Customers ( Future Funds & Karl Rudolph)

• Potential Deal for Electronic Arts Confirmed ( Asif)

• The Three Cornerstones of an investor ( Waterboy Stocks)

• Deep value situation in USA ( Noel Wieder)

• Applying Mauboussin’s Framework to 3 Stock Crashes ( Summit Stocks)

• Designing better investment choices that survive uncertainty ( The Financial Pen)

• Google Redefines The Alphabet ( James Emanuel)

• The Education of a Value Investor Book Review ( Luc)

• How Companies Use Stablecoins ( OnlyCFO)

• The U.S Housing Market - Pt.1 ( Margin of Sanity)

• Through the Lens of the CEO: Duolingo ( Felix)

• DoorDash TAM Expansion ( Thomas Reiner)

• The Ferrari & Formula 1 Principle ( James Emanuel)

• Video Game Sector Report ( Saad Khan & Musa Iftikhar)

• Why you should not buy IPO shares ( Stefan Waldhauser )

• EA: The Biggest LBO Ever ( App Economy Insights)

• BRK is buying a new company from Occidental Petroleum ( Kingswell)

• What’s Gone Wrong at Gucci? ( Musa Iftikhar )

• Are commodities a hedge fund’s best friend ( Rupak Ghose)

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Recommended Book

Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking

Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking shows how Warren Buffett’s investment method mirrors Sun Tzu’s ancient strategy in The Art of War.

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Stocks Ideas

• Portillo’s (PTLO) ( Value Don't Lie)

• UK serial acquirer ( Modern Investing)

• Deep value situation in USA ( Noel Wieder)

• Monday.com ( Sergey)

• Duolingo ( Noble Investing)

• Butler National Corp ( AK)

• Deep dive on gold ( Polymath Investor)

• Shopify ( Sergey)

• British petroleum ( Krushna Vaishnav)

• Corebridge Financial ( Waterboy Stocks)

• Niche French Luxury Pure Play ( Ulrich Dubois & Hidden Market Gems)

• AIM Stocks Ideas ( Saesch)

• ARM Holding ( Daan | InvestInsights)

• MS International Plc ( Silba)

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