Investing Resources

This post is updated periodically with the most recent addition in BOLD. (Current as of 04 Jan 2024)

Tools:

Barchart - allows charting of multiple stock price and indices charts at once

Dataroma - superinvestor portfolio updates and statistics, and insider buying

Dividendchannel - a tool for analyzing dividend-adjusted returns, the calculator tab is particularly useful

EDGAR - SEC forms and filings

FRED - economic data and macro charts

Grahamanddoddsville - value investing tools, newsletters, etc.

Insiderarbitrage - insider, mergers, buyback data and updated list, and information on upcoming spin-offs

Investopedia - financial term definitions, tools, and education material

Macromicro - provides a comparison between bitcoin miner costs and bitcoin price

Magicformulainvesting - an automatically updated list of good companies at bargain prices according to Joel Greenblatt’s formula

Morningstar - free version provides finances, growth, and valuation statistics

Oil Price Charts - a live table of national and international oil benchmark prices

Railroad Commission of Texas - oil and gas data for Texas

RBN Energy Blog - excellent analysis on everything energy

Stockrow - company data and ratios, ten year history

Stock Spin-off Investing - updated list, and information on upcoming spin-offs

The Zen of Investing - updated list, and information on upcoming spin-offs

Trading Economics - domestic and international macro economic data

US Debt Clock - real time statistics of US GDP, debt, spending, etc.

Valueinvestorsclub - free company write-ups by top investors

Value Investing World - investing advice and wisdom and an example investing decision checklist

YCharts - stock research, shares outstanding charts even for small stocks

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Study Material:

Akre Capital Management - a long-term investor’s commentary and interview

Berkshire Hathaway Shareholder Letters - Buffett and Munger’s wisdom and insights

Bison Interests - analysis on the oil and gas sector

Buffett Partnership Letters - Buffett’s wisdom and insights

Constellation Software Shareholder Letters - Mark Leonard’s yearly shareholder letters

Cornerstone Analytics - Michael Rothman’s macro energy research

Edelweiss Journal - An irregularly published newsletter by Edelweiss Holdings

FRMO Corp - shareholder letters, annual and quarterly reports

Giverny Capital Partner Letters - the wisdom of value investor François Rochon

Goehring & Rozencwajg - top-notch natural resource investing commentaries and research

Greenblatt Special Situation Investing Course - notes from Joel Greenblatt’s course at Columbia University Business School

Horizon Kinetics - research, ETF holdings, and fund information

Lindsell Train - investment insight from ultra long-term investors

• Lynch’s Law - Notes from a speech given by Peter Lynch

Lynalden - macro economic analysis from a engineer-turned-investor

Nomad Partnership Letters - Nick Sleep’s letters 2001-2014

The Felder Report - short blog posts from a macro expert

WESCO Financial Letters to Shareholders - unmatched wit and wisdom of Charlie Munger (1997 - 2009)

Woodlock House Family Capital blog - posts from Chris Mayer author of 100 Bagger: Stocks the Return 100-to1 and How to Find Them

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Podcasts:

Macrovoices

What Is Money

Peter Schiff Show

Rebel Capitalist Show

Chai with Pabrai

The Investor’s Podcast

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Books:

Poor Charlie’s Almanack - Peter Kaufman (Editor)

The Most Important Thing - Howard Marks

The Psychology of Intelligence Analysis - Richards J. Heuer

Warren Buffett’s Ground Rules - Jeremy Miller

You Can Be A Stock Market Genius - Joel Greenblatt

100 Bagger: Stocks the Return 100-to-1 and How to Find Them - Chris Mayer

Videos:

Modern-Day Asset Management Business w/ Anthony Deden