WorldlyInvest Weekly #31
The best FREE resources from the 'Finstack' community
PRESENTED BY
ICYMI
The best quarterly ideas are back!
New write-up!
Essential readings
Interview Ardal Loh-Gronager, author of The Perceptive Investor ( Compounding Quality)
A deep dive on the worlds most important metal ( Margin of Sanity)
How Diversification Protects Your Portfolio ( Rohit Trivedi)
Charlie Munger's Secret Decision-Making Checklist ( Schwar Capital)
Quantum Computing Must Solve These 2 Problems Before the Technology Takes Off ( Denis Gorbunov)
Why Every Value Investor Should Consider Dividend Growth Investing? ( Shailesh Kumar, MBA)
Why "Old Boring Companies” Benefiting from Data Center and AI Trends ( Planet MicroCap )
Greystone Capital Q2 2025 Letter ( Pound the Rock Investing)
The Financial Implications of next generation Oncology ( Future Funds & Karl Rudolph)
Buffett and Berkshire Hathaway news of the week ( Kingswell)
Recommended Book
Fundamentals
I’m excited to share that my friends at TIL.LAW have just launched their new book, Fundamentals.
The author and managing member of The Investments Lawyers, Michael Huseby, simplifies the complexities of fund formation, covering everything from fund structuring and compensation to key legal terms, negotiation strategies, fundraising, securities laws, and more.
This is the perfect guide if you WANT TO LAUNCH YOUR OWN FUND
So don’t get too shy and get your copy NOW
Stocks Ideas
Legal Tech Monopoly at 5.69x Forward TEV/Sales ( Strategist)
Daily Journal Accused of Incorrect Accounting ( The Rational Walk)
A special situation with spinoffs, special dividends and large buybacks ( Brian Flasker)
A resilient Nordic investment bank with strong shareholder returns ( Sigbjørn Hovda)
A deep value situation with 20% EBIT margins on minimal capital investment ( Grahamian Value)
A Dividend King With a High Yield and Industry-Leading Business ( Max Dividends )
Turnaround multi-year EBITDA & FCF growth at <7x EBITDA ( Value Don't Lie)
Novo Nordisk ( Kontra )
Spotify: A Q2 That Reaffirms the Long Game ( Yehoshua Zlotogorski)
A pre-revenue Space satellite company aiming to win the race of offering space-based cellular broadband network services ( Victorious Investing)
unknown arbitration case offering 10-15x upside ( Kingfish Capital)
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)
Fantastic curation this week. I like the mix of deep dives, book reviews, and actionable stock ideas. The piece on moats and the oncology implications caught my eye. Always appreciate when fundamental strategy and sector-specific insights are in the same list.
Your content is gold, keep it coming!
As usual. Thanks for the mention.