Archive - WorldlyInvest

WorldlyInvest Weekly #10

The best FREE resources from the Finstack community

Mar 9 •

I Studied 46 Columbia Business School Investment Theses—Here’s How to Write a Great One

Most investors treat ROE as a golden metric. The higher, the better—right? Wrong.

Mar 7 •

#1: The Warren Buffett Years at Berkshire Hathaway (1965-1969)

Delve into Berkshire Hathaway's strategic revolution in the 1960s

Mar 5 •

10:39

WorldlyInvest Weekly #9

How to spot hidden real estate gems; A rare interview with Seth Klarman; A remarkable arbitrage situation with 500% returns; Capital Cycle; Why unit…

Mar 2 •

February 2025

The Rare Seth Klarman Interview No One Talks About – Until Now

Seth Klarman’s rare 1991 interview provides a masterclass in value investing, capital preservation, and contrarian thinking.

Feb 28 •

WorldlyInvest Weekly #8

Buffett's new letter; How to identify exceptional management teams; An spin-off case study; The acquisition of See's Candies by BRK; Stop using EBITDA…

Feb 23 •

How to Identify Exceptional Management Teams

And if they are doing a great capital allocation.

Feb 21 •

WorldlyInvest Weekly #7

The growht of the semiconductor industry; How a microcap soared 37x in 2024; Li Lu and what value investing is; The importance of leadership; Spotify's…

Feb 16 •

The Last Lessons from Benjamin Graham’s Final Interview

In his final interview, Benjamin Graham critiqued the Efficient Market Hypothesis and why invest in index fund is a good strategy

Feb 14 •

WorldlyInvest Weekly #6

Global Market Performance; Why Trade Wars Break Markets; TheImportance of Stealth Monopolies; The Growing Power Demands of Big Tech Companies; MSFT…

Feb 9 •

Big Technologies (BIG.L): A High-Quality Microcap at a Bargain Price

Why there's an opportunity in BIG

Feb 7 •

WorldlyInvest Weekly #5

Interview with TSMC Founder; Big Tech's Deteriorating Earnings Quality; DeepSeek Debates; NVIDIA's Short Case and Meta's 4Q Results.

Feb 2 •

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