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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