WorldlyInvest Weekly #47
The best FREE resources from the 'Finstack' community.
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ICYMI
An investment thesis by Yaron Naymark of 1Main Capital
Essential readings
The Future of Private Equity (
)Buffett’s 2025 Thanksgiving Message and “risk riding” at Berkshire $BRK (
)How cost caps and Netflix turned a fading F1 team into a $5bn powerhouse (
)Buffett’s Early Analysis of GEICO (
)NVDA, MSFT, and GOOGL Are Playing Completely Different AI Games (
)Nightmare on Wall Street | Valuations Slashed (
)The Power of Implicit Conviction (
)When To Rely On Industry “Experts/Insiders” (
)Why Companies Get The Shareholders They Deserve (
)Renaissance Technologies under pressure (
)The Only Book You Need as an Investor (
)Maverick Equities Charts of the Week (
)The Case of a Fraudulent Company (
)Warren Buffett and Berkshire Hathaway news of the week (
)Every Generation Needs Their Bubble (
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Recommended Book
The Manual of Ideas
As the definitive source for value investing opportunities, this book takes you inside the minds of the world’s top money managers to learn how they generate the bright ideas that lead to big profits.
Stocks Ideas
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Funko (
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Krones (
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London’s Alternative Investment Market (AIM) (
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Thanks for writing this, it clarifies a lot. The piece on NVDA, MSFT, and GOOGL’s distinct AI strategies got me thinking. What if these different approaches aren't sustainable long term, and eventually force a much more integrated, perhaps open-source, AI development paradigm that none are currently building towards?
Thank you for the mention! 👍