WorldlyInvest Weekly #19

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

Before your next investment tanks, read this.

Pre-Mortem Analysis: A Step-by-Step Guide

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Essential readings

• The Berkshire Beat: May 9, 2025 ( Kingswell)

• Endurance - Exploring one of investing's meta games ( Pound the Rock Investing)

• Stock-Based Compensation 101 ( Maverick Equity Research)

• The True Cost of Churn ( OnlyCFO)

• 7 Warning Signs That a 'Great' Company Might Be a Terrible Investment ( Michael Cool)

• Key Takeaways from BRK Annual Meeting 2025 ( Ezra Crangle)

• Wisdom from François Rochon’s Annual Letters ( Compound & Fire)

• The Man Who Built Costco and Redefined Retail ( Max Dividends)

• This may be why Berkshire Never Bought Louis Vuitton ( Guy Spier)

• Walter Schloss' 16 tenets of investing ( The Intellectual Edge)

• Greystone Capital Q1 2025 Letter ( Pound the Rock Investing)

• Lessons from Warren Buffett ( Market Sentiment)

• Planet MicroCap Podcast with Thomas Bachrach, Jason Hirschman, Whit Huguley + SPECIAL GUEST: Kevin Shea! ( Planet MicroCap)

• Assessing the market performance of fundamental picks ( Quality Stocks)

• Who Is The New King Of Berkshire Hathaway? ( James Emanuel)

• Berkshire Hathaway Annual General Meeting – May 2025 ( Sanjiv)

• Busted Biotechs and Pricing Risk with Chris DeMuth Jr. ( Asif & Chris DeMuth Jr)

• Warren Buffett’s Final Brushstrokes ( The Rational Walk)

• Hedge fund masters of the universe ( Rupak Ghose)

• What’s Hiding Behind the Current Ratio? ( Shailesh Kumar, MBA)

• The end of an era at Berkshire Hathaway ( TQI capital)

• How to beat the market ( FluentInQuality)

• Warren Buffett Leaves The Stage (At Year End) ( Kingswell)

• The 7 Most Teachable Investing Mistakes Buffett Made ( FluentInQuality)

• Tactile Fund LP First Quarter 2025 Update ( Dave Waters)

• The Right Amount of Research ( Todd Wenning)

• Commodity Supercycles ( Alessandro (Macro Strategist))

• The Persistent Myth of Mean Reversion ( Hidden Market Gems)

• Rethinking Corporate Lifecycle ( Excelsior Capital)

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Recommended Book

How Countries Go Broke: The Big Cycle

New book by Ray Dalio!

Ray Dalio shares for the first time his detailed explanation of what he calls the “Big Debt Cycle.” Understanding this cycle is critical for helping policymakers, investors, and the general public grasp where we are and where we are headed with the debt issue.

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Companies

• Wabash ( DeepValue Capital )

• Shopify ( Michael Cool)

• Sangoma Technologies ( Dean)

• Google: A melting moat, and no cavalry in sight ( Polymath Investor)

• Novo Nordisk ( Kontra)

• Viemed ( Dean)

• Coupang ( Speedwell Research)

• Dirtt Environmental Solutions ( Dean)

• Zoetis ( Best Anchor Stocks)

• TransMedics ( Oliver | MMMT Wealth)

• Liquidations ideas ( Zabeel Cap)

• Rentokil ( Max Dividends)

• PayPal ( Stefan Waldhauser)

• CVS Group ( Asymmetric Value)

• The Investment Case for Movie Theatres | PART I | PART II ( Jake LaMotta)

• Tharisa ( Boredom Baron)

• Norway’s Next Tech Takeovers ( Sigbjørn Hovda)

• 10 micro/small caps ideas ( Alex smith)

• Three Danish companies ( Waver)

• PHX Energy Services ( Dean)

• Portillo’s ( The Dutch Investors)

• Adaptive Ad Systems ( Elias Papadopoulos)

• Burford Capital ( Brian Coughlin)

• Cipher Pharmaceuticals ( Dean)

• DMW Corp ( Net-Net-Hunter Japan)

• CoStar Group ( Douglas Ott)

• Total Energy Services ( Dean)

• Rethinking Corporate Lifecycle ( Excelsior Capital)

• Steven Madden ( Waterboy Investing)

• Uber ( Daan Rijnberk)

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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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See ya next week!