For the past 14 days, I’ve been sweating and tearing my hair out while writing an ultimate guide on reading the DEF 14A proxy document and to break my writers block, I’m sharing my list of slam dunk value investing blogs.
These are all value investing orientated sites, listed in alphabetical order, that will surely help you on your way to becoming an all star investor.
Get your bookmarks ready.
Type: Net Nets
Summary: A blog that tracks a model portfolio of stupid cheap companies and provides weekly updates.
Why I like it: Provides concise and straight to the point updates and reasoning. You will have to do your own work with the names that come up here but a great place to get ideas.
Type: Net Nets
Summary: A blog dedicated to discussing net net stocks.
Why I like it: Provides a bit more detail than Cheap Stocks above, but purely focused on net net stocks and tracks a net net index. It’s a shame that the blog is updated only once a month.
Summary: Features highly detailed and full out analysis of unloved stocks that the author owns.
Why I like it: If you hold any of the same positions and want some of the best researched analysis, Classic Value Investors is a great source.
Summary: An investor working in a large wealth management firm in the UK writing a good blog focusing on detailed and well researched stock analysis from varying angles.
Why I like it: Provides awesome and complete analysis. You get everything about the industry as well as the company.
I have only read the blog on and off because I couldn’t find the sign up or RSS link for the longest time. Here is the RSS link though.
Summary: Writes about his own stock positions, provides insightful details and reasoning.
Why I like it: Insightful thoughts instead of the same cop out phrases you see a lot. May not provide a full analysis, but provides thoughts on a topic or issue that you may not have thought about.
Summary: Written by Professor Aswath Damodaran a heavy weight champion when it comes to valuation and business.
Why I like it: You learn a lot. Professor Damodaran is able to convey a complex idea into an understandable and digestible explanation.
Type: Deep Value
Summary: Provides deep value stock ideas with fundamental data to back it up.
Why I like it: One of the best sources of deep value ideas.
Type: Deep Value
Summary: Specializes in stock analysis of illiquid, deep value stocks.
Why I like it: Deep value is where the greatest market inefficiencies lie. Stock picks from value uncovered have regularly exceeded 100% returns.
Summary: Much like Classic Value Investors and Kelpie Capital providing excellent stock analysis.
Why I like it: Important to read and learn from good stock analysis. You get to see new methods you may not have thought about.
Type: hmmm… Detective?
Summary: Raises questions and challenges companies related to questionable accounting and securities fraud.
Why I like it: Ex criminal CFO of Crazy Eddie. What’s not to like? He knows the ins and outs of fraud and is now out there helping to catch the bad guys.