WorldlyInvest Weekly #41

The best FREE resources from the 'Finstack' community.

WorldlyInvest Weekly brings you some of the best ideas from the “finstack” community.

But my exclusive company analyses — the ones I don’t share publicly — are reserved for WorldlyInvest Pro subscribers.

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ICYMI

Download for FREE my watchlist of 21 quality & cheap deep value stocks

21 Quality & Cheap Deep Value Stocks

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Essential readings

• A “Fairly Highly Valued” Market” ( Aswath Damodaran)

• Peter Lynch Interview ( Waterboy Stocks)

• A closer look at Berkshire Hathaway’s $9.7 billion acquisition of OxyChem ( Kingswell)

• Is the U.S. Stock Market in a Bubble? ( Maverick Equity Research)

• The Hardest Part of Investing (and How AI Solves It) ( Compound With AI )

• The Tariff Exemption Behind the AI Boom ( Joseph Politano)

• Lessons from Jeff Bezos and John Elkann on long-term thinking ( Stephen Clapham )

• Mr. Market at All-Time Highs ( The Weekend Investor)

• The U.S Housing Market - PT 2 & Part III ( Margin of Sanity)

• Is there a bubble in AI stocks? ( Sanjiv)

• Use the Chart, Don’t Obey It ( Dean)

• Blame the homeowners for high stock valuations ( Joachim Klement)

• Recession Probability, Sentiment & History ( Maverick Equity Research)

• The 1999 Feeling Is Back ( Anh Hoang)

• Agriculture’s Digital Revolution ( Hidden Market Gems)

• Through the Lens of the CEO: Adobe ( Felix)

• Why Integrity Is An Important Investment Filter ( Todd Wenning)

• Bristlemoon September 2025 Quarterly Letter ( Bristlemoon Capital)

• Too Much AI, Too Soon ( UncoverAlpha)

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

• The Risks of the US For-Profit College Industry ( Benevolus)

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Recommended Book

MORGAN HOUSEL’S NEW BOOK!

The Art of Spending Money

The Art of Spending Money doesn’t provide budgets, hacks, or one-size-fits-all solutions. It gives you understanding of how your relationship with money shapes your decisions—and how to reshape it so money works for you.

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Stocks Ideas

• Moody’s ( Antoni Nabzdyk)

• Deere & Company ( Krushna Vaishnav)

• Talen Energy ( FJ Research)

• Special situations ideas of the week ( Asif )

• Samsara ( Sergey)

• A Small-Cap Engineering Compounder Hiding in Plain Sight ( Hidden Market Gems)

• MercadoLibre ( Sergey)

• Keller Group ( D Invests)

• Mirion ( The Financial Pen)

• Teva ( Kontra)

• Carvana ( Waterboy Stocks)

• Elis ( Greg ┃The Elevator Pitch)

• Pernod Ricard ( @Govro12 WinterGems Stocks)

• Kaspi ( AK)

• AIM Stocks Ideas ( Saesch)

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See ya next Sunday!