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The Best Ideas I Found in Q3 2025 Investor Letters (Part IV)
Investment thesis on Radiant Logistics by 1Main Capital.
9 hrs ago
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WorldlyInvest
6
3
WorldlyInvest Weekly #46
The best FREE resources from the 'Finstack' community.
Nov 16
•
WorldlyInvest
25
3
10
David Einhorn on the AI Mania
In his Q3 2025 letter, superinvestor David Einhorn talks about the current state of AI.
Nov 14
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WorldlyInvest
19
3
WorldlyInvest Weekly #45
The best FREE resources from the 'Finstack' community.
Nov 9
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WorldlyInvest
20
4
1
The Best Ideas I Found in Q3 2025 Investor Letters (Part III)
From the letters of Cedar Creek Partners (Tim Eriksen) & Arquitos Capital (Steven Kiel)
Nov 7
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WorldlyInvest
11
1
WorldlyInvest Weekly #44
The best FREE resources from the 'Finstack' community.
Nov 2
•
WorldlyInvest
29
7
5
A quality nanocap trading like a deep value situation
This nanocap has already proven itself to be a multibagger with 28% ROIC, 39% FCF Yield and double-digit growth in the last 5y.
Nov 1
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WorldlyInvest
4
2
October 2025
The Best Ideas I Found in Q3 2025 Investor Letters (Part II)
Investment thesis on Golar LNG by LVS Advisory letter.
Oct 31
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WorldlyInvest
15
1
WorldlyInvest Weekly #43
The best FREE resources from the 'Finstack' community.
Oct 26
•
WorldlyInvest
18
4
5
The Best Ideas I Found in Q3 2025 Investor Letters (Part I)
From Tom Russo's letter. Richemont, Heineken, Nestlé, Alphabet, Philip Morris and BRK.
Oct 24
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WorldlyInvest
21
1
3
WorldlyInvest Weekly #42
The best FREE resources from the 'Finstack' community.
Oct 19
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WorldlyInvest
23
4
5
Mistaken Investments from Investor Letters (Part I)
A post-mortem analysis by Rob Vinall of RV Capital on Ryman Healthcare.
Oct 17
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WorldlyInvest
15
5
1
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