WorldlyInvest Weekly #45

The best FREE resources from the 'Finstack' community.

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

But my exclusive company analyses — the ones I don’t share publicly — are reserved for WorldlyInvest Pro subscribers.

Join now and get a 40% discount for the annual plan.

---

ICYMI

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

---

Essential readings

• OPEC+ Is Increasing Oil Production ( Josh Young)

• Understanding Bitcoin ( Ozeco & Florian Jumel)

• Echoes of 2009 in Consumer Spending Behavior ( Adam Josephson)

• Stephen Penman’s Masterclass ( John Mihaljevic)

• Bill Nygren On Why Modern Investing Requires Seeing Beyond the Balance Sheet ( Jonathan Boyar)

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

• Financial Archaeology: Deep Research and Uncommon Insights with Gwen Hofmeyr ( Planet MicroCap)

• Gold’s Price Surge ( Aswath Damodaran)

• Thoughts on the Hyperscalers ( Eric Flaningam)

• The Case for Business Stewardship ( Todd Wenning)

• Berkshire Hathaway 2001 AGM ( West St. Investing)

---

Recommended Book

Noise: A Flaw in Human Judgment

In Noise, Daniel Kahneman, Olivier Sibony, and Cass R. Sunstein show the detrimental effects of noise in many fields, including medicine, law, economic forecasting, forensic science, bail, child protection, strategy, performance reviews, and personnel selection.

Stocks Ideas

• Two great insurance companies ( The Dutch Investors)

• Special situations ideas ( Asif)

• Microsoft’s Q1 2026 Results ( Sanjiv)

• Palantir ( Sergey)

• Shopify ( Sergey)

• Harrow, Inc. ( M. V. Cunha)

• Constellation Software ( Douglas Ott)

• Berkshire Hathaway ( Kingswell)

• Brookfield Corp. ( The Pursuit of Compounding)

• Zeta Global Holdings ( Felix)

• PHX Energy Services ( Dean)

• Axon Enterprise ( Sergey)

• European IoT Powerhouse ( Hidden Market Gems)

• Heartland Express ( Tyler Moody)

• B&M European Value Retail ( D Invests)

• Deep value German situation ( Mr Deep-Value)

• Teva ( Kontra)

• Novo Nordisk ( Enrique G. Herrero)

• Booking Holdings ( Daan | InvestInsights)

• Porsche ( Rebound Capital)

  ---

---

📌 PS - If you found this post helpful, would you please consider restacking it and sharing it with your audience?

This spreads the word and keeps me writing content that will help you be a better long-term investor. 🙏

See ya next Sunday!