WorldlyInvest Weekly #44

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

New investment thesis for Pro subscribers!

A quality nanocap trading like a deep value situation

A summay of a investment thesis on GLNG 0.00%↑

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

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Essential readings

• A Masterclass In Investing Frameworks with Gautam Baid ( Asif)

• Dot-Com Bubble vs. the AI Boom ( Javier Pérez)

• The Passive Bubble ( DualEdge Invest)

• The Great CEO-checklist ( The Dutch Investors)

• The Lessons of Howard Marks’ Memos ( The Intellectual Edge)

• The One Person Investment Committee ( UK Investor Diary)

• The trading floor - Cathedrals of Capitalism ( Rupak Ghose)

• Why We Need Hostile Takeovers ( Henry DaVega Wolfe)

• Free resources for investors ( Ozeco)

• Adam Wilk of Greystone Capital on small caps ( Pound the Rock Investing)

• Reflection On Managing Money ( Indra)

• The Case for MicroCaps ( Planet MicroCap)

• Heavy-Weight A.I. Clash: Amazon vs Alphabet ( James Emanuel)

• Energy Barons of the Basin ( The Financial Pen)

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

• Greystone Capital Q3 2025 Letter ( Pound the Rock Investing)

• MAG-7 AI CapEx ( Indra)

• Intuitions for Building a Personal Portfolio ( Polymath Investor )

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Recommended Book

Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth

For over thirty years, David Gardner, the Motley Fool’s Co-Founder and Chief Rule Breaker, has led millions of investors worldwide to market-beating returns through unconventional choices.

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Stocks Ideas

• ONEOK Inc ( Value Don't Lie)

• US microcap @ 7.7x earnings ( Noel Wieder)

• Microcap manufacturer of mobile homes ( Tyler Moody)

• Special situations ideas ( Asif)

• Sprouts Farmers Market (SFM) ( Sanjiv)

• Pulse Seismic ( Dean)

• SoFi ( Felix)

• Greek Mid Cap Idea ( Wesley)

• Rubrik Cybersecurity ( Hidden Market Gems)

• European Microcap Idea ( Elias Papadopoulos)

• GXO Logistics ( Oliver | MMMT Wealth)

• Alphabet Q3 2025 Results ( Sanjiv)

• Saga Communications ( Waterboy Stocks)

• Foraco International ( Dean)

• ServiceNow Q3 2025 Earnings Analysis ( Sergey)

• Meta Q3 2025 Earnings Analysis ( Sergey)

• Microsoft Q3 2025 Earnings Analysis ( Sergey)

• MercadoLibre Q3 2025 Earnings Analysis ( Sergey)

• Apple Q3 2025 Earnings Analysis ( Sergey)

• Fiserv ( Kevin)

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

• Deep value situation with catalyst in the US ( Clark Square Capital)

• Monday.com ( Daan | InvestInsights )

• European net-net ( Mr Deep-Value)

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