The Ultimate Guide: 52 Hand-picked Resources For Eager Investors To Master Value Investing
Alexander Flach
The Stoic Project Manager - 10+ years in finance, HR & data | Inspiring you with 1 weekly actionable tip, framework or template to become better at managing projects | Owner of stoicvalue.com
Below, I share my list of the premier resources where I get my value investing education and stock ideas from. There are many more wonderful sources, creators and investors to learn from, of course.
Therefore, this list is just a starting point. As?I will publish this guide on my website, I plan to add more resources over time.
21 Books about Value Investing
There are hundreds of books about value investing. Some time-proven classics, some modern interpretations, but all about?building and expanding?on the almost 100-year-old tradition of rationally investing into?companies.?
I have compiled a list of my most favourite ones here.?
Now let's look at some online resources:
Blogs & Newsletters
Greenbackd
Greenbackd focuses on deep value investing, particularly in small-cap stocks. The blog offers insights and analysis on undervalued companies, special situations, and activist investing. Before Tobias Carlisle started The Acquirer's Multiple he published his thoughts and research on Greenbackd where he?also explores quantitative approaches to value investing.
Link: https://greenbackd.com
The Acquirer’s Multiple
The Acquirer’s Multiple is a quantitative investment approach?developed by Tobias Carlisle, which identifies deeply undervalued companies with strong potential for high returns. The website provides tools, screens, and educational resources to help investors implement this value investing strategy. The weekly newsletter is a round-up of what happened in the value investing world and highly recommended subscribing to.
Stay in Touch with?Guy Spier
Guy Spier, a renowned value investor, the founder of the Aquamarine Capital?and author of "The Education of a Value Investor," shares his thoughts, insights, and reflections on investing and life in his irregularly published newsletters. Furthermore, his blog covers investment philosophy, value investing principles, and lessons learned from his experiences and his peers. It's another newsletter that I read front to back when received. An absolute must.
Links: https://www.guyspier.com?(personal blog/newsletter) https://www.aquamarinefund.com?(company website)
?
Value Investing Substack
In his?Substack newsletter, Aaron Pek?focuses on value investing strategies, stock analysis, and market insights. He provides in-depth articles and commentary on finding undervalued stocks, understanding market trends, and applying value investing principles.
?
Adam Mead
Adam Mead, the founder of Mead Capital Management and?author of "The Complete Financial History of Berkshire Hathaway" shares on his blog as well as in his newsletter a plethora of insights on value investing, the legacy of Warren Buffett, and the principles of long-term investing. His newsletter includes detailed analyses and in-depth reviews of business models?(deep dives). I really enjoy reading his writings and can full-heartedly recommend to sign up for his newsletter.
Links:?https://watchlistinvesting.substack.com/?(newsletter)
https://meadcm.com/?(company website)
?
Make money, make time
On his Substack?MMMT Wealth ("Make money, make time"), Oliver?not only provides insights into value investing and stock ideas but also into?financial planning and wealth management. Therefore, the blog covers a range of topics including stock analysis, investment strategies, and personal finance tips aimed at building long-term wealth.
?
Joshua Clauss aka The Value Investor
Joshua writes a bi-weekly?newsletter focused on providing?in-depth analysis of individual stocks, market trends, and investment strategies. His goal is to help readers identify undervalued opportunities in the stock market by sharing what has worked for the world's greatest investors.
?
The All-In-One Investing Platform
Daniel’s blog and?newsletter covers a broad range of investment topics but with a strong emphasis on value investing. With his personal goal of building a research platform that encompasses deep-dives, articles and resources about (value) investing,?it's a great place to start learning about investing - all?on one single website.
?
Behavioral Value Investor
On his blog and in his monthly newsletter,?Gary Mishuris shares his personal stories and?insights on value investing and running a value-oriented fund?through his firm’s blog. The blog includes investment theses, market commentary and educational content and resources. A humble and enlightening source of investment knowledge.
Links: https://behavioralvalueinvestor.com?(blog/newsletter)
https://www.silverringvaluepartners.com?(company website)
?
Old School Value
Old School Value provides a suite of?tools and resources for value investors, including stock screeners, valuation models, and lots of?educational content. The blog covers stock analysis, investment strategies, and practical tips for identifying undervalued opportunities. Lots of insights and inspiration there.
?
ValueWalk
ValueWalk offers news, analysis, and commentary on value investing and financial markets. The site features articles from various contributors, covering topics such as stock analysis, hedge funds, market trends, and investment strategies. Great hunting ground for value investing ideas.
?
Vitaliy Katsenelson's?Investor.fm
Vitaliy?provides insights and analysis on value investing, with a focus on deep dives into individual stocks, market trends, and also?investment philosophy. His site, investor[.]fm, aims to educate and inform investors on best practices as well as emerging opportunities. And in his newsletters, Vitaliy Katsenelson, discusses and shares his perspective on life and investing - in a refreshingly frank and pointy manner.
Link: https://www.investor.fm
?
Alpha Vulture
Alpha Vulture focuses on deep value investing, special situations, and micro-cap stocks. The blog offers detailed analysis of investment opportunities that are often overlooked by mainstream investors, aiming to uncover hidden gems in the market.
?
Hidden Value Gems
On Hidden Value Gems, a Substack newsletter dedicated to uncovering undervalued stocks and investment opportunities, London-based Ildar Davletshin provides in-depth analysis, investment theses, and market insights to help readers find value in overlooked areas. To top it off, Ildar's extensive library provides a treasure trove of books, articles and slide decks.
?
MicroCapClub
MicroCapClub is a community of micro-cap investors sharing insights, research, and analysis on small, undervalued companies. The forum and blog provide detailed discussions on investment opportunities, market trends, and value investing strategies in the micro-cap space. The name says it all.
Link: https://microcapclub.com
?
Junto
On Junto.investments, the author?Oliver Sung focuses on patient, concentrated stock picking. Expect articles about?value investing research, analysis, and commentary on undervalued stocks. The blog further provides insights into investment philosophy and portfolio management. Additionally, you can download the author's?research and financial model (at additional cost).
领英推荐
Latticework Investing
Latticework Investing provides articles and insights with an?emphasis on?a multidisciplinary approach to investing, incorporating principles and mental models from various fields to enhance investment decision-making.
?
Longriver
Longriver provides insights on long-term wealth creation through value investing. The blog covers stock analysis and investment philosophy with a focus on identifying undervalued companies with strong growth potential.
Link: https://longriverinv.com
?
MOI Global
MOI Global is a (closed)?membership community of value investors. The site offers exclusive content, including interviews, research, and analysis from leading value investors. Members - who are mostly professional investors -?gain access to investment ideas, best practices, and networking opportunities. Nevertheless, the site provides a myriad of articles and interviews that will greatly benefit you on your investment journey.
Link: https://moiglobal.com
?
Chai with Pabrai
On Chai with Pabrai, famed value investor?Mohnish Pabrai shares his investment philosophy, stock analysis, and insights into the principles of value investing, inspired by the teachings of Warren Buffett and Charlie Munger. The real value lies in the transcripts and Mohnish's podcast and YouTube videos.
?
Good-investing.com
Good-investing.com offers resources and insights on value investing, including countless?interviews with successful investors.?The site aims to educate and inspire investors to adopt value investing principles for long-term success. Tilman Versch also built a community of passionate value investors where you can further professionalize your investing career.
Value Investing YouTube channels
Value Investing with?Sven Carlin
Sven Carlin’s YouTube entertaining channel focuses on value investing, stock analysis, and market insights. He provides detailed analysis of individual stocks, investment strategies, and macroeconomic trends, aiming to educate investors on finding undervalued opportunities - especially in the mining sector.
?
Focused Compounding
Geoff Gannon and Andrew Kuhn share their?value investing insights, stock analysis, and investment strategies on their YouTube channel and website under the brand Focused Compounding. The channel features discussions on individual stocks, market trends, and best practices for identifying undervalued companies. There is?incredible value to be found here.
?
The Investor’s Podcast Network
The Investor’s Podcast Network offers educational videos on value investing, financial markets, and investment strategies. The channel features interviews with successful investors, stock analysis, and discussions on investment philosophy. A must-see and must-listen for any serious value investor.
?
Everything Money
In YouTube's largest value investing community,?Everything Money, Paul and Mo provide value investors with their perspectives on?stock analysis and value investing. The channel covers a wide range of topics, including stock valuation, market trends, and investment strategies aimed at identifying undervalued opportunities.?Frankly, one of the best places to get financially educated.
?
SumZero
SumZero’s YouTube channel features interviews with top investors, stock analysis, and market insights. Their platform provides a community for professional investors to share research and investment ideas.
?
NewMoney
Brandon van der Kolk's?NewMoney offers educational videos on value investing, personal finance, and wealth management. The channel provides insights into investment strategies, stock analysis, and financial planning, aimed at helping viewers build long-term wealth. Extremely entertaining and easy to understand - even when you are just starty out.
?
Talks at Google
Talks at Google features countless interviews and presentations from leading thinkers, including renowned investors. The channel offers insights into investment philosophy, value investing principles, and best practices from industry experts. A great place to get insight in all kind of topics and to learn from thought leaders first hand.
Podcast around Value Investing?
TIP / The Investor’s Podcast / We Study Billionaires
TIP, also known as The Investor’s Podcast, features episodes on value investing, financial markets, and investment strategies. The “We Study Billionaires” series focuses on the investment philosophies and strategies of successful billionaires, offering insights and lessons for listeners. The #1 podcast hub for investors.
?
Value Investing with Legends
Value Investing with Legends, hosted by Tano Santos of Columbia Business School, features interviews with leading value investors. The podcast covers investment philosophy, stock analysis, and the principles of value investing as practised by industry legends.
Available on most podcast platforms.
?
The Acquirer’s Podcast
The Acquirer’s Podcast, hosted by Tobias Carlisle, explores deep value investing strategies and ideas on a weekly basis. The podcast features interviews with successful investors, discussions on stock analysis and financial markets, as well as insights into identifying undervalued companies with a high potential. You can also join live on YouTube.
As mentioned in the beginning, this list is not conclusive, so expect more resources to be added over time.
Happy investing.
PS:
What’s your favourite resource about Value Investing, and where do you get your investment ideas from?
If you’ve enjoyed this article, don’t forget to subscribe here for weekly actionable Stoic investing insights, tools and productivity tips delivered straight to your inbox.
The Stoic Project Manager - 10+ years in finance, HR & data | Inspiring you with 1 weekly actionable tip, framework or template to become better at managing projects | Owner of stoicvalue.com
10 个月Thank you to all the great people below that made this list possible: Tobias Carlisle Guy Spier Aaron Pek, ACCA Adam J. Mead MMMT Wealth Joshua Clauss Gary Mishuris, CFA Vitaliy Katsenelson, CFA Ildar Davletshin, CFA Oliver Sung Tilman Versch Sven Carlin I am sure I missed a bunch of people in this first iteration, they will be added over time.