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Theses from the Short Side (Part III)
From short theses of Wolfpack Research and Fuzzy Panda Research.
Dec 19
6
1
Kerrisdale Capital Long Thesis on Buzzi SpA
Buzzi Spa it's a €9 billion Italian cement producer
Dec 12
•
WorldlyInvest
7
2
The Best Ideas I Found in Q3 2025 Investor Letters (Part V)
From the letters of Bristlemoon Capital, VLTAVA Fund (Daniel Gladis), and Upslope Capital.
Dec 5
•
WorldlyInvest
18
1
1
Theses from the Short Side (Part II)
From short theses of Kerrisdale Capital and GlassHouse Research.
Nov 28
•
WorldlyInvest
8
The Best Ideas I Found in Q3 2025 Investor Letters (Part IV)
Investment thesis on Radiant Logistics by 1Main Capital.
Nov 21
•
WorldlyInvest
16
4
David Einhorn on the AI Mania
In his Q3 2025 letter, superinvestor David Einhorn talks about the current state of AI.
Nov 14
•
WorldlyInvest
22
3
The Best Ideas I Found in Q3 2025 Investor Letters (Part III)
From the letters of Cedar Creek Partners (Tim Eriksen) & Arquitos Capital (Steven Kiel)
Nov 7
•
WorldlyInvest
12
1
The Best Ideas I Found in Q3 2025 Investor Letters (Part II)
Investment thesis on Golar LNG by LVS Advisory letter.
Oct 31
•
WorldlyInvest
15
1
The Best Ideas I Found in Q3 2025 Investor Letters (Part I)
From Tom Russo's letter. Richemont, Heineken, Nestlé, Alphabet, Philip Morris and BRK.
Oct 24
•
WorldlyInvest
23
1
3
Mistaken Investments from Investor Letters (Part I)
A post-mortem analysis by Rob Vinall of RV Capital on Ryman Healthcare.
Oct 17
•
WorldlyInvest
15
5
1
21 Quality & Cheap Deep Value Stocks
A pre-screened list of 21 deep value stocks that are not only cheap but also high-quality
Oct 10
•
WorldlyInvest
11
1
Theses from the Short Side (Part I)
From the short theses of Kerrisdale Capital.
Oct 3
•
WorldlyInvest
18
3
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