Investing Resources
Publish date: Jan 1, 2021
Last updated: Feb 3, 2024
Last updated: Feb 3, 2024
This is a curated list of my go-to resources.
Finding Ideas
- Commonstock
- VIC
- SeekingAlpha
- OpenInsider - CEO/CFO buys
- OpenInsider - top inside purchases last month
- OpenInsider - cluster buys
- SEDI Insider Transactions
- Share buybacks announcements
- Invesco BuyBack Achievers™ ETF
- Invesco International BuyBack Achievers™ ETF
- Old West quarterly letters
- Laughing Water Capital letters
- Yet Another Value Channel
- Compounders: The Anatomy of a Multibagger
- Elevator Pitches substack
- Overlooked Alpha
- JustValue substack
- 49 Sixteen Research
- Letters and Reviews
- InPractise - free content available
- Smallcap Discoveries
- Clark Street Value blog
- ABG Sundal Collier
- Planet Microcap
- Google Alerts (I use keywords like “tender offer”, “ncib”, “spin-off”, “new CEO”, etc.)
- Capital Literature
- Invest like the best
- CO/nversations
- Superinvestors and the Art of Worldly Wisdom
- Petty Cash
- AlphaStreet YouTube channel
- rally.co
- InsiderArbitrage
- Value and Opportunity blog
- Mokapu Capital
- Value and Opportunity blog
- Turtle Creek communications
- MarketHerald: Canadian Stock News
- Euronext company news
- EveryNetNet
- MarketScreener - all llisted stocks by sector
- FinViz - stock market map
- FinViz - insider buys
- Netnets.finance
Knowledge Library
- Nomad letters, full collection
- Buffett partnership letters
- Bekshire letters
- Berkshire letters, 1977 to 2019, one pdf
- Everything Buffett ever wrote, 5000 pages
- Mark Leonard letters to shareholders
- Mark Leonard letters to shareholders, one pdf
- Constellation Software Q&A
- Canterburry Tollgate letters
- Chris Mayer’s blog
- Akre Capital blog
- Horizon Kinetics Libray
- Damodaran: the little book of valuation
- Graham and Doddsville Newsletter
- r/SecurityAnalysis
- DIY Investing
- The Business Brew podcast
- Value Hive podcast
- TIP podcast
- Buffett FAQ
- MOI Global YouTube channel
- Focused Compounding YouTube and Blog
- The value investing channel
- MastersInvest.com
- After Dinner Investor
- Stratechery
- JoinColossus
- 50x podcast
- Fund Letters
- Fund Letters (2)
- Fund Letters (3)
- Spree Capital Advisers
- Insider Monkey - Hedge Fund Investor Letters
- Walter Schloss Archive
- Focus Capital Management
- Paul Graham’s essays
- Michael Mauboussin writings
Funds & Money Managers Letters
- Ensemble Capital - Intrinsic Investing
- Smoak Capital
- Saber Capital Management
- Vineyard Holdings
- Farnam Street Investment Letters
- Greystone Capital Management
- ToffCap’s Substack
- Laughing Water Capital
- Deep Sail Capital
- Greenhaven Road
- Sohra Peak Capital
- Alluvial Capital
- Voss Capital
- GreenWood investors
Favorite (free) Substacks
Tools
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