WorldlyInvest Weekly #20

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

Data centers, AI, and a few companies.

The Best Ideas I Found in Q1 2025 Investor Letters (Part III)

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Essential readings

• Warren Buffett Invests in The Washington Post Company ( The Weekend Investor)

• Should we be concerned about a potential crash of the Treasury Market? ( Rene Bruentrup)

• What's Behind Successful Luxury Brands - Is It Just An Illusion? ( James Emanuel)

• Why The World's Best Investors Read Outside Their Field ( Schwar Capital)

• Warren Buffett's Cash Pile ( Maverick Equity Research)

• Investment Strategies in Times of Uncertainty ( Enrique G. Herrero)

• Hyperscalers ( Amrita Roy & Uttam Dey)

• You’ll Make a Pile of Money if You’re Comfortable With Uncertainty ( Denis Gorbunov)

• How Palantir built the ultimate founder factory ( Lenny Rachitsky)

• Invert, Always Invert ( The Intellectual Edge)

• How Bill Ackman Beats the Market ( Invest in Quality)

• Red Flags of a "Get-Rich-Quick" Scheme ( Michael Cool)

• 4 Secular Trends and Stocks to Watch ( Quality Stocks)

• A Guide On Key Financial Metrics ( DualEdge Invest)

• The fall of long-term capital management (1998) ( Alessandro (Macro Strategist)

• The Warren Buffett of Europe ( Rupak Ghose)

• Valuing Quality Compounders ( Jacob B)

• Microsoft’s Latest Mess-Up With Quantum Computers Shows Huge Uncertainty With This New Technology ( Denis Gorbunov)

• The Capital Cycle ( Mathieu Martin)

• A Closer Look at Buffett's Japanese Crew ( Waver)

• How a Trillion Dollar Company was Created in a Dorm ( Intoobus)

• A stock investor’s n°1 secret weapon for excess returns ( Kevin)

• The Berkshire Beat: May 16, 2025 ( Kingswell)

• Hedge funds look for longer lockup’s ( Rupak Ghose)

• The Most Important Thing Isn’t What You Think It Is: Howard Marks ( Excelsior Capital)

• 9 Brilliant and Timeless Lessons Charlie Munger Has Taught Us ( FluentInQuality)

• What Is Private Equity? ( Future Funds)

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Recommended Book

The Little Book of Behavioral Investing: How not to be your own worst enemy

In The Little Book of Behavioral Investing, expert James Montier takes you through some of the most important behavioral challenges faced by investors. Montier reveals the most common psychological barriers, clearly showing how emotion, overconfidence, and a multitude of other behavioral traits, can affect investment decision-making.

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Companies

• Arista Networks ( Felix)

• SMT Scharf AG ( Noel Wieder)

• Airbnb ( Summit Stocks)

• Ulta Beauty ( The Dutch Investors)

• UEKI Corporation ( Net-Net-Hunter Japan )

• Enterprise Group ( James Emanuel)

• Quipt Home Medical ( Dean)

• Brown & Brown ( Compound & Fire)

• Berkshire Hathaway ( Kingswell)

• Misitano & Stracuzzi ( Bargain Stocks Radar & Jon Kingston)

• SigmaRoc ( 310 Value)

• Ensign Energy Services ( Dean)

• Geodrill ( Dean)

• Blonder Tongue Labs ( AK)

• Air Lease ( Value Don't Lie)

• Gambling.com Group ( Inflexio Research)

• Microsoft ( TSOH Investment Research)

• Aris Water Solutions ( DualEdge Invest)

• Duolingo ( Stefan Waldhauser)

• UBER ( Oguz Erkan)

• Wavelock ( Net-Net-Hunter Japan)

• GXO Logistics ( P14 Capital)

• Teva Pharmaceuticals ( Kontra)

• eXoZymes ( James | Slack Capital)

• Cantaloupe ( P14 Capital)

• Medpace ( Compound & Fire)

• Revolut ( Lenny Rachitsky)

• Rolex and the Swiss Watch Industry ( Asymmetric Value)

• RIT Capital Partners ( FJ Research)

• Deepwater, Coal and India ( Boredom Baron)

• MATR ( Dean)

• Berkshire Hathaway ( Bulls On Parade)

• Constellation Software ( Best Anchor Stocks)

• Nagoya Electric Works ( Net-Net-Hunter Japan)

• Kikukawa Enterprise ( @Govro12 WinterGems Stocks)

• Kato Works Co ( Net-Net-Hunter Japan)

• Howard Hughes ( Jonathan Boyar)

• UnitedHealth Group ( Hidden Market Gems)

• MercadoLibre ( Daan | InvestInsights)

• Arista Networks ( Felix)

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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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