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 (
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The Forgotten Lessons from Warren Buffett’s Original Partnership Letters (
)The Near-Death of GEICO, And One the Greatest Investment of Buffett’s Life (
)Warren Buffett and Berkshire Hathaway news of the week (
)Michael Burry’s first post on Substack (
)The Discipline of Stepping Away (
)Never Buying ChatGPT’s IPO & The AI Bubble (
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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
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Apple (
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London’s Alternative Investment Market Ideas (
)Deep Value Idea: Laurent Perrier (
)Special Situation: Primo Brands (
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Uber (
)POWW (
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Very useful resources here!
Thanks very much for the mention.