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Bonhoeffer Fund on Fairfax Financial
From the Q3 2025 letter of Bonhoeffer Fund.
Jan 2
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WorldlyInvest
7
1
1
December 2025
WorldlyInvest Weekly #52
The best FREE resources from the 'Finstack' community.
Dec 28, 2025
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WorldlyInvest
5
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.
Dec 26, 2025
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WorldlyInvest
3
WorldlyInvest Weekly #51
The best FREE resources from the 'Finstack' community.
Dec 21, 2025
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WorldlyInvest
11
2
Theses from the Short Side (Part III)
From short theses of Wolfpack Research and Fuzzy Panda Research.
Dec 19, 2025
6
1
WorldlyInvest Weekly #50
The best FREE resources from the 'Finstack' community.
Dec 14, 2025
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WorldlyInvest
15
4
1
Kerrisdale Capital Long Thesis on Buzzi SpA
Buzzi Spa it's a €9 billion Italian cement producer
Dec 12, 2025
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WorldlyInvest
7
2
WorldlyInvest Weekly #49
The best FREE resources from the 'Finstack' community.
Dec 7, 2025
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WorldlyInvest
16
3
3
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, 2025
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WorldlyInvest
19
1
1
November 2025
WorldlyInvest Weekly #48
The best FREE resources from the 'Finstack' community.
Nov 30, 2025
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WorldlyInvest
23
4
5
Theses from the Short Side (Part II)
From short theses of Kerrisdale Capital and GlassHouse Research.
Nov 28, 2025
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WorldlyInvest
8
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, 2025
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WorldlyInvest
9
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