Best value investing resources for 2018
Our updated annual list of the best online resources for value investors.
'Read 500 pages every day. That's how knowledge works. It builds up like compound interest.' – Warren Buffett
Admittedly, none of your analysts at Intelligent Investor are reading 500 pages a day. Nonetheless, reading and educating yourself about businesses, industries, economics, politics – and investing in general – is vital to making sensible investment decisions. Your team is constantly looking for insightful value investing resources and below is an updated list for 2018 of those we find most useful.
For a huge selection of free articles – ranging from investor psychology to obscure accounting – check out the education section of our website and, as always, if there are any resources you find useful but that are not included in this list, we would love to hear about them 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.
- – 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 Business Review (@australian) – An increasingly viable alternative to the Financial Review.
- – MacroBusiness (@macro_business) – Coverage of what's driving the Aussie economy, plus general coverage of the local business environment.
- – LivewireMarkets (@LivewireMarkets) – A 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) – If you like reading The Economist each week, you'll love a little Quartz each day (just excuse the sometimes-corny titles).
- – Value Walk is a great news feed for value investing specific articles, and check out Value Investing World, a personal favourite, 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), CNBC, 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.
- – 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, Howard Marks' memos to investors, and our friends at Forager Funds Management (@ForagerFunds) are hard to beat when it comes to interesting blogs.
Investing newsletters (subscription services)
- – Intelligent Investor (@value_investing) and Eureka Report – Our favourite newsletters for Australian stock research (naturally).
- – Grant's Interest Rate Observer (@GrantPub) is focused on interest rates and economic issues with a contrarian bent.
- – The Graham and Doddsville newsletter from Columbia Business School is an excellent quarterly read and is free, and Value Investor Insight (@VILetter) covers similar ground.
- – 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, or give Slate Money a go if you like your financial podcasts short and feisty.
- – 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 ended some time ago, but it's 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 personal favourite, BigThink (see their facebook feed for free, short videos).
- – Ben Carson's A wealth of common sense blog provides interesting views on current market antics and investor psychology.
- – And don't forget to check out InvestSmart's great portfolio manager to help you monitor your investments.
- – @WarrenBuffett – Sure he's only sent out a few 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.
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