WorldlyInvest Weekly #50

The best FREE resources from the 'Finstack' community.

ICYMI

Kerrisdale Capital Long Thesis on Buzzi SpA

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Essential readings

• The Inevitable AI Bubble ( Oguz Erkan)

• Buffett’s 50% return on Sanborn Map ( Noel Wieder)

• Q3 2025 SaaS Performance ( Sergey)

• Berkshire Hathaway Sets The Table For Greg Abel ( Kingswell)

• Does Private Equity Really Beat Public Markets? ( Larry Swedroe)

• The Case for Intelligent Investing 3D ( John Mihaljevic)

• Why Great Returns Attract Terrible Capital ( The School of Knowledge)

• The AI Mania in 19 Visuals ( Ezra Crangle)

• How Many AI Investors Really Understand What They Are Investing In? ( James Emanuel)

• Neo Clouds Sector ( Sergey)

• The Case for Simplicity ( Schwar Capital Research)

• How To Be A Value Investor In The 21st Century? ( Oguz Erkan)

• What Todd Combs Teaches Us About Great Investing ( Ezra Crangle)

• A Breakdown of Buffet’s Early Investments ( Asif)

• Why the Next Tech Supercycle Begins With Data ( Ozeco & Sergey)

• Data Is and Will Be the Last Oil ( Hidden Market Gems)

• Short Selling with Grizzly Research ( Margin of Sanity)

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Recommended Book

The Complete Financial History of Berkshire Hathaway

Beginning with Berkshire’s origins as a struggling textile company, The Complete Financial History of Berkshire Hathaway examines the development of the modern-day conglomerate year-by-year and decade-by-decade, as it transforms into what it is today.

Stocks Ideas

• Subprime Auto Lender Trading at 0.3× Book Value ( Tyler Moody)

• Japanese net-net ( Mr Deep-Value)

• Decibel Cannabis ( Dean)

• Fairfax India ( James Emanuel)

• Judges Scientific ( James Emanuel & Chris Waller)

• Veeva ( Ryan Seawell)

• Tradeweb Markets ( Antoni Nabzdyk)

• QXO ( Kairos Research)

• Norbit ASA ( Compound & Fire)

• Steel Partners ( Benevolus)

• Carvana ( Rebound Capital)

• Japanese deep value situation ( AltayCap)

• Capstone Green Energy ( everyonehatespoetry)

• Broadcom ( Daan | InvestInsights)

• The Costco of Flooring ( D Invests)

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