WorldlyInvest Weekly #43

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

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

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Essential readings

• Parallels Between Produced Water and Municipal Waste Disposal ( 310 Value)

• Corporate culture is important ( Joachim Klement)

• Views on the U.S. Steel Industry ( Modern Investing)

• California Keeps Losing Tech Jobs ( Joseph Politano)

• Superinvestors Checklist ( Schwar Capital)

• The Return of Supercurrency ( The Weekend Investor)

• Grocery Retail. A Global Deep Dive ( Dede Eyesan)

• How long-term investors should be thinking about AI impacts ( Todd Wenning)

• How Sam Zell Built a $5+ Billion Fortune ( John Mihaljevic & MOI Global Equity Research)

• Lessons from a Business Maverick ( Luc)

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

• Tobias Carlisle on Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking ( Bogumil Baranowski)

• How to Value Topicus ( James Emanuel)

• Navigating The Energy Macro ( Arjun Murti)

• Reinsurance: An Overlooked Alternative Investment Opportunity ( Larry Swedroe)

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Recommended Book

1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation

With unparalleled access to historical records and newly uncovered documents, New York Times bestselling author Andrew Ross Sorkin takes readers inside the chaos of the crash, behind the scenes of a raging battle between Wall Street and Washington and the larger-than-life characters whose ambition and naivete in an endless boom led to disaster.

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Stocks Ideas

• Peloton ( Open Insights )

• Japanese net-net ( Mr Deep-Value)

• CrowdStrike ( Sergey)

• Charter Communications & Part II ( Leeder Capital)

• Special situations ideas ( Asif)

• Netflix Q3 2025 Earnings Analysis ( Sergey)

• Total Energy Services ( Dean)

• Constellation Software ( Summit Stocks)

• Dollar Tree ( D Invests)

• Michelin ( Hidden Market Gems)

• Comcast ( Waterboy Stocks)

• Vitec Software ( Fjord Alpha)

• Kaspi ( Margin of Sanity)

• Novo Nordisk ( Kontra )

• HighCo ( ToffCap)

• Evolution ( Fjord Alpha)

• How to value programmatic acquirers ( James Emanuel)

• Tesla ( Sergey)

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

• Canterbury Park ( Waterboy Stocks)

• Thunderbird Entertainment Group ( P14 Capital)

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