WorldlyInvest Weekly #45
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ICYMI
Essential readings
OPEC+ Is Increasing Oil Production (
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Echoes of 2009 in Consumer Spending Behavior (
)Stephen Penman’s Masterclass (
)Bill Nygren On Why Modern Investing Requires Seeing Beyond the Balance Sheet (
)Warren Buffett and Berkshire Hathaway news of the week (
)Financial Archaeology: Deep Research and Uncommon Insights with Gwen Hofmeyr (
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Thoughts on the Hyperscalers (
)The Case for Business Stewardship (
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Recommended Book
Noise: A Flaw in Human Judgment
In Noise, Daniel Kahneman, Olivier Sibony, and Cass R. Sunstein show the detrimental effects of noise in many fields, including medicine, law, economic forecasting, forensic science, bail, child protection, strategy, performance reviews, and personnel selection.
Stocks Ideas
Two great insurance companies (
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Palantir (
)Shopify (
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Teva (
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Porsche (
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Thanks for the mention!
Thanks as always for the mention