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WorldlyInvest

Worldly insights for long-term investors | Stock ideas & write-ups in micro & small caps

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Issues145Founded2 years agoLast Issue5 months ago
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Latest Issues

Bonhoeffer Fund on Fairfax Financial


Fairfax Financial (TSE: FFH)

The core idea is simple but often misunderstood: FFH is not just an insurance company. It is a leveraged investment vehicle funded by insurance float, very much in the tradition of Berkshire Hathaway...

5 months ago
10
3

WorldlyInvest Weekly #52

Happy holidays!

New write-up!


Essential readings

  • Twelve qualities that make a great portfolio manager ( )

  • Building a $2B firm through patient investing and authentic relationships ( )

  • Buffett and Munger Unscri...

5 months ago
6

A Canadian Microcap Turnaround With No Margin of Safety

Cash flow has improved at this Canadian microcap, but structural weaknesses and valuation leave limited upside without a sale.

This Canadian microcap looks like a textbook turnaround.

5 months ago
5
Paid

WorldlyInvest Weekly #51

ICYMI


Essential readings

  • The Big Short Squeeze ( )

  • A case study in a deep value situation ( )

  • 3 Investing Book Recommendations ( )

  • ChatGPT vs Duolingo ( )

  • Warren Buffett and Berkshire Hathaway news...

5 months ago
12
2

Theses from the Short Side (Part III)

Wolfpack Research short thesis on Datavault AI Inc. ( )

Wolfpack Research’s newest report on reads less like an investment note and more like an exposé. The firm calls DVLT “one of the most shameless stock promotions of all time”—a re...

5 months ago
7

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