WorldlyInvest Weekly #48
The best FREE resources from the 'Finstack' community.
ICYMI
NEW WRITE-UP! (For Pro Subscribers)
Short theses of Kerrisdale Capital and GlassHouse Research.
Essential readings
Interview with Kenny Chan, Founder & Portfolio Manager of Korwell Capital ( Planet MicroCap)
The Forgotten Lessons from Warren Buffett’s Original Partnership Letters ( Bogumil Baranowski)
The Near-Death of GEICO, And One the Greatest Investment of Buffett’s Life ( The Weekend Investor)
Warren Buffett and Berkshire Hathaway news of the week ( Kingswell)
Never Buying ChatGPT’s IPO & The AI Bubble ( Hidden Market Gems)
Recommended Book
100 Minds That Made the Market
Over the course of nearly two centuries, the innovations, mistakes, and scandals of different market participants have played an important role in shaping today’s financial markets. Now, in 100 Minds That Made the Market, Ken Fisher delivers cameo biographies of these pioneers of American financial history.
Stocks Ideas
Deep Value Idea: Laurent Perrier ( @Govro12 WinterGems Stocks)
Special Situation: Primo Brands ( Asif)
Uber ( Manu Invests)







Very useful resources here!
Thanks very much for the mention.