WorldlyInvest Weekly #42

The best FREE resources from the 'Finstack' community.

WorldlyInvest Weekly brings you some of the best ideas from the “finstack” community.

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ICYMI

Mistaken Investments from Investor Letters (Part I)

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Essential readings

• Takeaways from Latticework 2025: Bloomstran, Gayner, Miller, Robotti, Russo, Thomson, Tsai, Wachenheim ( John Mihaljevic & MOI Global Equity Research)

• Economic Sanctions as a Weapon ( Krushna Vaishnav)

• The Birth of Microsoft ( The Weekend Investor)

• How European Family Holdings Survive Crises and Compound for Centuries ( Bogumil Baranowski)

• S&P 500 Ins & Outs + Stock Buybacks ( Maverick Equity Research)

• Did Eisler fly too close to the sun ( Rupak Ghose)

• What the Next Wave of Innovation Means for Investors ( Stephen Clapham)

• The Market’s Love Affair with Instant Gratification & The Art of Investor Alignment ( James Emanuel)

• Why the Best Investors Think Like Philosophers ( Schwar Capital)

• A World At War Series: The NATO–Russia Conflict Scenario (Part I) & Part II ( Polymath Investor)

• Lessons From a French Cigar-Butt ( Mr Deep-Value)

• The OpenAI Effect ( Tanay Jaipuria)

• The Anti-Conglomerate ( The Financial Pen)

• Boyar’s Q3 2025 Investor Letter ( Boyar Research)

• Warren Buffett and Berkshire Hathaway news of the week ( Kingswell)

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Recommended Book

The Complete Collection of Howard Marks’ memos

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Stocks Ideas

• Solstice Advanced Materials ( Unemployed Value Degen )

• Netflix ( Sergey)

• Intellego Technologies ( TQI capital)

• IONQ ( Andrew Walker)

• Intuit ( CosmicCapital)

• Liquidations Ideas ( Hughie Forbes)

• Air Water ( Anh Hoang)

• Online media company trading at 7x FCF ( Tyler Moody)

• LandBridge ( FJ Research)

• Special Situations Ideas ( Asif)

• FTAI Aviation ( Kairos Research)

• ASML ( Daan | InvestInsights)

• Palo Alto Networks ( Sergey)

• LVMH ( Asymmetric Value)

• ONEOK Inc ( Hidden Market Gems)

• Diamond Hill Investment Group ( Waterboy Stocks)

• MP Materials (MP) ( M. V. Cunha)

• The World’s Biggest Wafer Company Supplying TSMC ( Felix)

• London’s Alternative Investment Market Stocks Ideas ( Saesch)

• Basic-Fit ( Summit Stocks)

• 3i Group ( The Dutch Investors)

• Intuitive Surgical ( Daan | InvestInsights)

• Japanese net-net with 3x upside ( Net-Net-Hunter Japan)

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