WorldlyInvest Weekly #49

The best FREE resources from the 'Finstack' community.

ICYMI

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

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Essential readings

• The rise of proprietary capital ( Rupak Ghose)

• The Intelligent Investor’s Bookshelf ( Polymath Investor)

• E-commerce giants & the rise of Agentic Commerce ( Ozeco & Ray Myers)

• What Four Investors Taught Me About the AI Mania ( Ezra Crangle)

• Terry Smith And The Big ROCE Fallacy ( Oguz Erkan)

• Warren Buffett’s 1990 Lecture at Stanford Law School ( Kingswell)

• Warren Buffett and Berkshire Hathaway news! ( Kingswell)

• Metaverse Reality Check ( App Economy Insights)

• Thinking like Private Owners in the Public Markets ( Planet MicroCap)

• Why AVs Are An Opportunity Not A Threat ( Felix)

• Peter Cundill ( Silba)

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Recommended Book

Deep Work

In Deep Work, bestselling author and professor Cal Newport makes the case for reclaiming focus as a critical skill in our digital world, providing step-by step instructions for achieving this goal, including four rules for transforming your daily habits.

Stocks Ideas

• RCI Hospitality Holdings ( Andrew Walker)

• Asseco Poland ( Ole)

• Walter Schloss’ deep value ideas ( Waterboy Stocks)

• Special situations ideas ( Asif)

• Kaspi ( Schwar Capital Research)

• GitLab ( Hidden Market Gems)

• Limoneira ( Waterboy Stocks)

• Japanese net-net ( AltayCap)

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

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