WorldlyInvest Weekly #47

The best FREE resources from the 'Finstack' community.

LAST CALL!

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.

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ICYMI

An investment thesis by Yaron Naymark of 1Main Capital

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

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Essential readings

• The Future of Private Equity ( Javier Pérez)

• Buffett’s 2025 Thanksgiving Message and “risk riding” at Berkshire $BRK ( Andrew Walker)

• How cost caps and Netflix turned a fading F1 team into a $5bn powerhouse ( Stephen Clapham)

• Buffett’s Early Analysis of GEICO ( The Weekend Investor )

• NVDA, MSFT, and GOOGL Are Playing Completely Different AI Games ( Elliot)

• Nightmare on Wall Street | Valuations Slashed ( James Emanuel)

• The Power of Implicit Conviction ( The Pursuit of Compounding)

• When To Rely On Industry “Experts/Insiders” ( Dean)

• Why Companies Get The Shareholders They Deserve ( The Onveston Letter)

• Renaissance Technologies under pressure ( Rupak Ghose)

• The Only Book You Need as an Investor ( Hidden Market Gems)

• Maverick Equities Charts of the Week ( Maverick Equity Research)

• The Case of a Fraudulent Company ( Andrew Walker)

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

• Every Generation Needs Their Bubble ( Open Insights)

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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

• Special Situations Ideas ( Asif)

• NorAm Drilling ( Sigbjørn Hovda)

• Norwegian mid-cap Idea ( Fjord Alpha)

• Vend Marketplaces ( Nordic Edge)

• Deep Value Situation ( Mr Deep-Value)

• Funko ( PETITION LLC)

• Microsoft ( Phaetrix)

• Ferrari Group ( The Dutch Investors)

• Monday.com ( Ryan Seawell)

• LyondellBasell Industries ( Antoni Nabzdyk)

• FrontView REIT ( Real Assets Value)

• Lycos Energy ( Benevolus)

• Micro & Small Caps Ideas ( Alex smith)

• Semrush Holdings ( P14 Capital)

• Viemed Healthcare ( Hidden Market Gems)

• Net-net in the US ( Waterboy Stocks)

• A 10 Bagger in Disguise ( Felix)

• Krones ( Silba)

• The Trade Desk ( Matthew at Sycamore)

• London’s Alternative Investment Market (AIM) ( Saesch)

• 3 Flyover Stocks Ideas ( Todd Wenning)

• Japanese net-net ( Net-Net-Hunter Japan)

• Viant Technology ( P14 Capital)

• Small-cap UK Compounder ( FatAlpha)

• Meta Platforms ( Daan | InvestInsights)

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