Archive - WorldlyInvest

WorldlyInvest Weekly #49

The best FREE resources from the 'Finstack' community.

Dec 7 •

The Best Ideas I Found in Q3 2025 Investor Letters (Part V)

From the letters of Bristlemoon Capital, VLTAVA Fund (Daniel Gladis), and Upslope Capital.

Dec 5 •

November 2025

WorldlyInvest Weekly #48

The best FREE resources from the 'Finstack' community.

Nov 30 •

Theses from the Short Side (Part II)

From short theses of Kerrisdale Capital and GlassHouse Research.

Nov 28 •

Walter Schloss Would Have Bought This

A deep value nanocap trading @ 0.63x BV with a market cap almost entirely backed by cash.

Nov 26 •

WorldlyInvest Weekly #47

The best FREE resources from the 'Finstack' community.

Nov 23 •

The Best Ideas I Found in Q3 2025 Investor Letters (Part IV)

Investment thesis on Radiant Logistics by 1Main Capital.

Nov 21 •

WorldlyInvest Weekly #46

The best FREE resources from the 'Finstack' community.

Nov 16 •

David Einhorn on the AI Mania

In his Q3 2025 letter, superinvestor David Einhorn talks about the current state of AI.

Nov 14 •

WorldlyInvest Weekly #45

The best FREE resources from the 'Finstack' community.

Nov 9 •

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 •

WorldlyInvest Weekly #44

The best FREE resources from the 'Finstack' community.

Nov 2 •

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