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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