WorldlyInvest Weekly #48

The best FREE resources from the 'Finstack' community.

ICYMI

NEW WRITE-UP! (For Pro Subscribers)

Walter Schloss Would Have Bought This

Short theses of Kerrisdale Capital and GlassHouse Research.

Theses from the Short Side (Part II)

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Essential readings

• Interview with Kenny Chan, Founder & Portfolio Manager of Korwell Capital ( Planet MicroCap)

• Google vs. Nvidia ( Felix)

• 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)

• Michael Burry’s first post on Substack ( Michael Burry)

• The Discipline of Stepping Away ( The Financial Pen)

• Never Buying ChatGPT’s IPO & The AI Bubble ( Hidden Market Gems)

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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

• FMC Corporation ( Hidden Market Gems)

• Apple ( The Dutch Investors)

• CSW Industrials ( Kairos Research)

• Pardee Resources Company ( Dave Waters)

• Spin-off idea ( Value Don't Lie)

• Royal Vopak ( Modern Investing)

• Serial Acquirers Ideas ( Multibagger Ideas)

• Svenska Handelsbanken ( Ben Moore)

• Abrdn Property Income ( Real Assets Value)

• French net-net ( Mr Deep-Value)

• Rubicon Organics ( Dean)

• Crowdstrike ( Antoni Nabzdyk)

• Select Harvests ( Tenva Capital)

• Spin-off Idea ( Value Don't Lie)

• Texas Pacific Land ( Daniel's Deep Dive)

• London’s Alternative Investment Market Ideas ( Saesch)

• Deep Value Idea: Laurent Perrier ( @Govro12 WinterGems Stocks)

• Special Situation: Primo Brands ( Asif)

• UK Micro Cap Play ( Wesley)

• Uber ( Manu Invests)

• POWW ( Benevolus)

• Texas Instruments ( Daan | InvestInsights)

• Japanese Net-Net ( AltayCap)

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