WorldlyInvest Weekly #38

The best FREE resources from the 'Finstack' community.

ICYMI

A guest post by Polymath Investor . You can’t MISS IT!

10-Year Lows vs 40-Year Highs Who’s Mispriced? The Case For The Commodity Comeback

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Essential readings

• Hunting for Supernatural Compounders ( Ben Claremon)

• You Don’t Need a Catalyst ( Noel Wieder)

• Oil industry is "flashing red." ( Joel Sherwood)

• 30 Proven Stock Screens to Spot Ultra-Profitable Value Stocks ( Shailesh Kumar, MBA )

• The 3-Step Playbook for Learning a New Sector Fast ( Compound With AI)

• Comfort Zones Don’t Build Capacity ( Dean)

• How excessive government debt kills productivity and growth ( Joachim Klement)

• Continued Capital Flows ( Henry DaVega Wolfe)

• Scooby Doo Stocks ( Harvey Sawikin)

• Why do most money managers fail to beat the index? ( Benevolus)

• The Great Crash of 1929 ( The Weekend Investor)

• Analysis Paralysis ( Hidden Market Gems)

• Lessons from the first year of launching a hedge fund ( Bristlemoon Capital)

• Enterprises Are Like Onions ( DualEdge Invest)

• Patience is (a Money Making) Virtue ( Charlie Stanton, CFA)

• Are we in an AI-driven bubble? ( OnlyCFO)

• Why International MicroCaps Are a Target-Rich Universe ( Planet MicroCap)

• Warren Buffett and Berkshire Hathaway news of the week ( Kingswell)

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Recommended Book

The Coming Wave: AI, Power, and Our Future

Mustafa Suleyman's "The Coming Wave" is a critical and urgent read for anyone trying to understand the intersection of technology, power, and the future. Drawing on his experience as a co-founder of DeepMind and Inflection AI, Suleyman argues that the combination of AI and synthetic biology represents an unprecedented "wave" of transformative technologies.

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Stocks Ideas

• Axalta Coating ( Value Don't Lie)

• ASML ( Margin of Sanity)

• Q2 2025 SaaS Performance ( Sergey)

• Dirt-Cheap Canadian Micro-Cap With 2x Upside Potential ( P14 Capital)

• Liquidations Ideas ( Hughie Forbes)

• The Globant Case ( Javier Pérez)

• A Profitable Disruptor of the Credit Market With 30% YoY Revenue Growth ( Denis Gorbunov)

• 3 Healthcare Stocks Ideas ( Todd Wenning)

• Special Situation Ideas ( Asif )

• Nu Holdings ( Compound & Fire)

• US multifamily sector ( Real Assets Value)

• High Tide ( Dean)

• A Brazilian gold producer transforming from explorer to cash machine ( Hidden Value Ideas)

• Sangoma Technologies ( Dean)

• Cogent Communications ( Compound & Fire)

• Intel ( Sanjiv)

• Cloudflare ( Sergey)

• A non-tech Chinese liquor play with a long history ( Margin of Sanity)

• Visa ( Antoni Nabzdyk)

• The 'Excess Inventory' Leader in Grocery ( Pound the Rock Investing)

• Broadcom ( Daan | InvestInsights)

• Greggs Plc ( Ben Moore)

• A Microcap with 48% Market Share ( Just A Value Investor)

• Contran Group ( Benevolus)

• The Locker Giant That Grew 57% a Year and Still Priced Below Its IPO ( DeepValue Capital)

• A Trucking Stock Stuck in Neutral ( Tyler Moody)

• AIM Stock Ideas ( Saesch)

• AMD ( Phaetrix)

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