WorldlyInvest Weekly #14

The best FREE resources from the Finstack community

Want to Find Undervalued Stocks Before the Market Catches On?

I’ve curated a watchlist of 21 deep value stocks that are not just cheap—but high-quality. These stocks are pre-screened using strict deep value criteria, so you can save hours of research and avoid value traps.

✅ 21 deeply undervalued stocks with strong fundamentals
✅ Filtered for quality (no value traps, just real opportunities)
✅ BONUS: Deep Value Quick Guide (Learn how to assess these stocks like a pro)

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DISCLOSURE: The following weekly edition contains an affiliate link to Amazon. If you purchase through this link, I may earn a small commission at no additional cost to you. Your support helps keep this newsletter free and focused on delivering high-quality content for you.

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ICYMI

Why Every Investor Needs a Post-Mortem Analysis (And How to Do It Right)

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Essential readings

• this time IS different for busted biopharm, part 1 (history, hypotheticals, and examples) ( Andrew Walker)

• Getting by on "Yūtai" ( Otto Oehring)

• Three Stories Every Investor Should Know ( James Emanuel)

• The Only Protection You'll Ever Need in a Market Crash (Schwar Capital)

• How Nature Improves Your Investing - Pulak Prasad (Trung Nguyen @SWIs)

• Fundsmith Annual general meeting 2024 (TQI capital)

• Citadel is from Mars and Millennium is from Venus (Rupak Ghose)

• The Passive Index Bubble: Myth or Reality? (Javier Pérez)

• 27 Value Investing Ideas from New York’s Best Minds ( Behind the Balance Sheet)

• When is a Good Time to Sell a Stock? (Quality Stocks)

• Finding High-Quality Compounders ( Summit Stocks)

• Benjamin Graham: The Memoirs of the Dean of Wall Street ( LC)

• Microsoft Just Spiced Up the Quantum Computing Race ( Denis Gorbunov)

• US Politics and Stock markets ( Sanjiv)

• Trump’s “Economic Liberation Day” and the Tariff Illusion ( James Emanuel)

• A New Nintendo Era Begins (Best Anchor Stocks)

• The argentine default (2001) ( Alessandro (Macro Strategist))

• Trust the Process ( Patient Capital)

• How Warren Buffett Doubled His Money In One Trade ( Oguz Erkan)

• Why Should You Never Short? ( Oguz Erkan)

• The Rule of 40 Explained ( App Economy Insights)

• Markets in turmoil - now what? ( Fallacy Alarm)

• Data Centers: The Next Center Of The World? ( DualEdge Invest & Felix)

• Back to Google! ( MBI Deep Dives)

• Tariffs: What’s Happening, What Could Happen, and Why You Should Stay Hopeful ( DIY Investor)

• Investing in Private Markets 101 ( Noble Investing)

• “Long Takes” On Tariff Trade War, OPEC, and a Messy Macro ( Arjun Murti)

• Bear Market Business Models: The Companies Built to Win When the World Is Falling Apart ( Shailesh Kumar, MBA)

• Independent Thinking ( Matt Franz )

• Trump and Tariffs ( Guy Spier)

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Recommended Book

Trade Wars Are Class Wars

Trade disputes are usually understood as conflicts between countries with competing national interests, but as Matthew C. Klein and Michael Pettis show, they are often the unexpected result of domestic political choices to serve the interests of the rich at the expense of workers and ordinary retirees. Klein and Pettis trace the origins of today’s trade wars to decisions made by politicians and business leaders in China, Europe, and the United States over the past thirty years.

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Companies

• Deswell Industries ( Noel Wieder)

• Unum Group (Max Dividends)

• Compass Minerals ( Dominick D'Angelo)

• TSMC ( Rihard Jarc)

• Atkore ( Hidden Market Gems & Waver)

• Thryv Holdings ( Tim Gallagher)

• Porsche ( Asymmetric Value)

• Teva Pharmaceuticals ( Kontra)

• Mo-Bruk ( The Dutch Investors)

• Illumina ( Nongaap Investing)

• GigaCloud ( Hidden Market Gems)

• AMD ( Felix)

• Lululemon Athletica ( Daan Rijnberk)

• Velan Inc. ( Polymath Investor)

• Intel ( DeepValue Capital)

• Case Study: Pharmchem ( Dirtcheapstocks)

• Table Trac ( Just A Value Investor)

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Want to Find Undervalued Stocks Before the Market Catches On?

I’ve curated a watchlist of 21 deep value stocks that are not just cheap—but high-quality. These stocks are pre-screened using strict deep value criteria, so you can save hours of research and avoid value traps.

✅ 21 deeply undervalued stocks with strong fundamentals
✅ Filtered for quality (no value traps, just real opportunities)
✅ BONUS: Deep Value Quick Guide (Learn how to assess these stocks like a pro)

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