Best value investing resources for 2017
Our annual review of the top investing resources the net has to offer.
In The Art of War, Sun Tzu proposes that 'Every battle is won or lost before it is ever fought.' Investing can be highly rewarding – both financially and intellectually – but it also carries risks. Before putting your money to work it's important to do a little reading first. Your analyst team is constantly on the lookout for new and insightful value investing resources and below is an updated list of our favourites for 2017. The education section of our website is also filled with useful information.
As always, if there are any other online sources, articles, Facebook or Twitter accounts you find useful then please feel free to drop the details in the comments section at the bottom of the page.
Australian business news
- – The Australian Financial Review (@FinancialReview) – This is daily required reading for any Australian investor.
- – Business Spectator (@BusinessSpec) – a valid alternative to The Australian Financial Review, though unfortunately no longer free.
- – The Sydney Morning Herald (@SMH) and The Age (@theage) – these broadsheets are becoming less relevant, but we still look at them every day.
- – The Australian (@australian) – has become more relevant since its tie up with The Wall Street Journal.
- – MacroBusiness (@macro_business) – coverage of what's driving the Aussie economy, plus general coverage of the local business environment.
- – LivewireMarkets (@LivewireMarkets) – a new and great stream of commentary from financial leaders on what's happening in the markets.
- – The Wall Street Journal (@WSJ) and Financial Times (@FinancialTimes) are wonderful international newspapers. Much of the good stuff is for subscribers only, but we don't mind paying up for high quality content.
- – Quartz (@qz) is my personal favourite. If you like reading The Economist each week, you'll love a little Quartz each day.
- – Value Walk is a great news feed for value investing specific articles, or check out Value Investing World for a constant feed of links to interesting articles from around the web.
- – The Economist (@TheEconomist) is without equal when it comes to a weekly update of the world and financial news that matters most. The New York Times (@nytimes) also has impressive business reporting.
- – For following the ‘news flow', we use Bloomberg (@BloombergNews), Yahoo Finance, and Google Finance.
- – Traditional finance magazines like Fortune (@FortuneMagazine) and Forbes (@Forbes) are worth a look and Bloomberg Businessweek is a favourite of analyst Gaurav Sodhi.
Prominent value investors
- – Guru Focus (@gurufocus) is an aggregator site for information on respected value investors, as is Greenbackd (@Greenbackd).
- – Berkshire Hathaway is the source for Warren Buffett's wonderful annual letter to shareholders.
- – There are many fund manager websites worth visiting, but we've highlighted the following because of the excellent content they make available to all – GMO for the research and commentary Jeremy Grantham provides, Kerr Neilson's Platinum Asset Management, Hussman Funds for a weekly Grantham-esque style market update, and our friends at Forager Funds Management (@ForagerFunds).
Investing newsletters (subscription services)
- – Intelligent Investor (@value_investing) and Eureka Report – Naturally, we recommend these newsletters for Australian stock research.
- – Grant's Interest Rate Observer (@GrantPub) is focused on interest rates and economic issues with a contrarian bent.
- – Value Investor Insight (@VILetter) covers similar ground but is published more regularly.
- – The Graham and Doddsville newsletter from Columbia Business School is an excellent quarterly read and is free.
- – Of course, none of our analysts ever miss an episode of Intelligent Investor podcasts.
- – Never dry or dull, Planet Money explains tumultuous economic events in ordinary language.
- – Give Slate Money a go if you like your podcasts short and feisty and Startup Podcast if you're starting a new business.
- – Econtalk, a favourite of our founder, John Addis, is about 'how the essential insights of economics can help us understand the world around us and lead better lives'. It's out of date now, but still worth a listen.
- – The Financial Times' Alphachat produces an interesting podcast.
- – Tune in to Boardroom Radio (@boardroomradio) or Open Briefing (@openbriefing) for a range of presentations/briefings from Australian companies.
- – The Manual of Ideas is another great source for overseas ideas, often from prominent investors. Check out their youtube channel too.
- – If you like a broad range of topics, from botany to corporate strategy, check out the expert talks at TED.com and, a new personal favourite, BigThink.
- – One of the most useful tools I've come across is investorpa.com, which sends company announcements straight to your Inbox, and don't forget InvestSmart for helpful portfolio monitoring tools.
Favourite Twitter accounts
Wondering who to ‘follow' on Twitter? Here's a few of our favourites.
- – @WarrenBuffett – Sure he's only sent out nine tweets, but how can you be a value investor and not follow Mr Buffett?
- – @ConversationEDU – Academics often write stuffy, excessively complicated papers that no layman can understand. The Conversation seeks to change that, with shorter more ‘journalistic' articles from our country's brightest.
- – @ForagerFunds – always insightful commentary from Steve Johnson and the team.
- – @ABSStats – Wondering what's happening in Australia? The ABS is a wonderful (free) source of stats about our country, plus the guys who run the twitter account are hilarious.
- – @John_Hempton – John runs Bronte Capital, where he specialises in accounting frauds, one of the sharpest minds in the game.
- – @danariely – Dan Ariely is Professor of Psychology and Behavioural Economics at Duke University. He also writes an interesting and entertaining blog here.
- – @DanielPink – Dan Pink is a US-based author and public speaker. He's written extensively on behavioural science and how incentives should be applied in the workplace.
- – @mungerisms – Excellent quotes, facts and links on value investing.
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