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10 Slam Dunk Value Investing Blogs to make You an Investing All Star


Written by

Jae Jun

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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.

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Cheap Stocks

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.

Cheap Stocks: Below NCAV, Real Estate and other Value Strategies

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.

Classic Value Investors

Type: Traditional

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.

Kelpie Capital

Type: Traditional

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.

Long Term Value Blog

Type: Traditional

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.

Musings on Markets

Type: Educational

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.

Shadow Stock

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.

Value Uncovered

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.

Value Slant

Type: Traditional

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.

White Collar Fraud

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.

What is Old School Value?

Old School Value is a suite of value investing tools designed to fatten your portfolio by identifying what stocks to buy and sell.

It is a stock grader, value screener, and valuation tools for the busy investor designed to help you pick stocks 4x faster.

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23 responses to “10 Slam Dunk Value Investing Blogs to make You an Investing All Star”

  1. David says:

    Hi Jae,

    Thanks for the list. It’s always good to add a few new sites to your regular reading list.

    Regards,

    Dave.

  2. JaeZee says:

    You are missing a lot of great value blogs! This is a horribly incomplete list. Here’s some more:

    Above Average Odds Investing
    Adib Motiwala’s Blog
    Fat Pitch Financials
    Frank Voisin
    Gannon On Investing
    Greenbackd
    Shadow Stock
    The Frog’s Kiss
    The Inoculated Investor
    Value Investing World
    Value Walk
    Wide Moat Investing

  3. Jae Jun says:

    @JaeZee,
    True. Very incomplete, but only so much you can fit in a top 10 list. One of my criteria was to include regularly updated blogs.

  4. Jae Jun says:

    Forgot to mention Old Ball Stocks. Should definitely be in the list somewhere.

  5. Thanks for including me on your list, certainly had a few new visitors today!

  6. A very good list. As a value investor, I appreciate he new insights. I rarely write about investing ideas because of the level of criticism that comes from it. It’s not worth it, and my clients deserve my best ideas.

  7. Luis says:

    Excellent lists….Thanks Jae June and JaeZae

  8. John Jr. says:

    Super list, thanks Jae! I invite you to also check this: http://www.practicetruthfearnothing.com – it’s a less “numerical” and more “philosophical” approach of value investing.

  9. Eric says:

    I appreciate the list. I will preview all to see if they make the “RSS list.” Couple others that are great. Probably heard of most:

    The Future Tense
    Credit Writedowns
    Global Economic Trend Analysis
    The Big Picture
    Calculated Risk

  10. Rajiv says:

    Regarding Kelpie, if you are using Google Chrome, you should see the RSS Feed button in the main URL bar. Click that and you will be able to subscribe to the RSS feed in your Google Reader.

  11. Sungsta says:

    I’m curious what happen to old Joe Ponzio’s Fwallstreet site. It was good, but I guess with the hedge fund job full time, it must have hard to keep that site going and updated.

  12. Sungsta says:

    Hey Jae, have you thought about making your site iPad friendly by having the option to make it be compatible with reader? Just a thought. Love your site.

    From iPad 2

  13. Jae Jun says:

    @ Sungsta,
    FWallStreet is probably going to remain as it is. A shame really but Joe is busy enough as it is.

    My site doesn’t open on ipad? Should come up like what you see on the computer. Zooming should work.

  14. Satyajeet Mishra says:

    Thanks for the lists Jae Jun and JaeZee! Particularly love how you succinctly introduce the blogs Jae Jun. The choice of names for some of the featured blogs is also well thought out/tongue in cheek 🙂

  15. You’re missing http://blog.sprinklebit.com

    Focused on making investing easier to understand for novice and intermediate investors. However, they also post content for advanced investors. Most of the content leans towards long term, value investing.

  16. Darren Hall says:

    Good list, there are some others that I’ve come across that are also good

    http://www.whopperinvestments.com

    http://investingsidekick.com

    http://wexboy.wordpress.com/

  17. Kenneth Vilkin says:

    Without any doubt real estate is one of the best and smart investment .One will never regret after investing in it.

  18. Alfred Horg says:

    Short but sweet:
    http://3yeardouble.blogspot.com/
    It shows the dates and amounts of all deposits to his brokerage accounts and the value of his brokerage accounts as of the date of each posting. The track record is easy to verify for anyone looking at this blog.
    The blog also shows holdings.

  19. Great list Jae! Good to see that so many investors are willing to take the time to write these blogs and share their knowledge.

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