Investment Blogs

Investment Blogs to Follow/ Consider Following

Blogs to follow/ consider following for Investing-Related Material

(Note: I do *not* endorse all of these; some gathered through recommendations, some higher quality versus others. May have missed some good blogs, feel free to recommend in comment section.)

(In alphabetical order)

AboveAverageOdds.com: infrequent posting, some discussion of individual companies.

AlphaExposure (wordpress): past discussions on oil, some discussion on individual stocks such as EROS, BPT; almost predominantly a short strategy blog. Strong track record from shorting (see below)

avondaleam.com: ( @Skrisiloff) Weekly posts on company call notes.

AZValue (blogspot): ( @AZ_Value): Last post August 2015 on Valeant (VRX).

barelkarsan.com: ( @SajKarsan): Posts on investing, his fund returns, company related, such as VTU.

BaseHitInvesting.com ( @baseHitInvestor): investing topics such as ROIC, incremental ROIC caluclations, compounders, and some companies such as MKL, BRK, CACC, SUNE.

BronteCapital (blogspot) ( @John_Hempton) Hedge Fund manager from Sydney, Australia. Known for his spot on calls on VRX and HLF.

BrooklynInvestor (blogspot): Posts on valuation, and some company specific posts, such as JPM, MKL, KHC, AME, OZM, SCHW, MDLZ and more.

broyhillasset.com/how-we-think: Boutique investment firm, established as a family office. Includes investor letters, presentations on wide moat investing, and occasional security analysis on TWX, KW, FUN, COH, HSP.

Calculatedriskblog.com: posts on economic and macro related topics (ISM, housing, construction spending….)

Clark Street Value (blogspot): Individual investor and CFA, posting on specific companies (mostly smaller companies) like LDOS, HE, NXRT, XRDC, HHC, PNK, LILA and more. Frequent posts, fairly solid analysis.

Creditbubblestocks.com ( @TheCreditBubble): posts on company issues, concerns, bankruptcies such as XCO, SPE, BCEI and more.

Csen.tumblr.com ( @conorsen): PM at New River Investments, posts mostly on broader investing topics

csinvesting.org: Investing related, case studies on companies, notes on books, upload of investing videos.

DislocatedValue (blogspot) (@UnderwaterCap): infrequent posts but solid reviews on companies such as LKQ, BIDU, CWC, PCRX, NPO, EXH and more.

Fortunefinancialadvisors.com/blog: posts mostly on investing topics, less so individual companies.

Fundooprofessor (wordpress): Sanjay Bakshi, posts on investing topics and behavior (less so company related)

GlennChan Random Notes on Investing ( @glennchanWordpr) Posts on specific companies, both on long and short side.

Hurricancapital.wordpress.com ( @HurriCap) Posts on investment related topics, less so on individual company-related.

intrinsicinvesting.com ( @InstrinsicInv) Ensemble Capital, posts on interesting articles, occasional stock ideas such as LSTR

kerrisdalecap.com/blog/ ( @KerrisdaleCap)  Post specifically on investing ideas implemented in their hedge fund, such as DISH,

kirkomi (wordpress): Infrequent posts, on investing topics and specific companies such as CFR, LON:RTN, AXP, Swatch, DLB, and more.

MarketFolly ( @marketfolly): Posts on interesting hedge fund news and investing articles.

Musings on Markets (aswathdamodaran blogspot): ( @AswathDamodaran) NYU Professor, discusses specific companies and valuation tools topics.

OraclefromOmaha (wordpress) ( @ValueVenture101) Posts on specific companies, very thorough and detailed, companies such as JD, CHTR, IBKR, AMZN, EBAY/PYPL, CSU.

Paincapital.wordpress ( @PainCapital): Posts on broader topics such as the Australian housing market and oil.

Punchcardresearch.com/punch-of-the-week ( @PunchCardBlog): Posts on specific companies such as CONN, WINA, TWX, CABO, LYV, LGF, SIRI and others.

Quinzedix.blogspot.de: Posts on smaller companies such as Future Bright Holdings, Keck Seng, Paradise Entertainment, TExhong, Flybe, LSB.

Rationalwalk.com ( @rationalwalk) : some topics around investing and company specific such as MKL and BRK

ShillerFeeds ( @RobertJShiller): Posts on macro topics, basic investing thoughts.

Sirf-Online.org ( @SIRF_Report) Posts by Roddy Boyd, designed to uncover issues and fraud with certain companies, such as Diamond Resorts, VRX, and others.

Stockviews.com: Posts on broad investing topics, not specific companies.

TheSkeptic21.blogspot.com ( @TheSkeptic21): Posts specifically on Valeant (VRX)

valueandopportunity.com: Posts on investing articles found interesting throughout the week, and some specific companies as well.

ValueInvestingWorld: Weekly posts on interesting articles and links related to investing

Valueseekerinvestments.blogspot.com (mine) @Find_Me_Value): Posts every couple of months on investing topics and individual companies such as BRK, LILA, MCO, SPGI, DVA, HHC, CABO and others.

Valuetrap13 (wordpress) ( @valuetrap13): Hedge Fund manager posts on general investing topics, valuation.

ValueWalk.com ( @valuewalk): Posts on interesting investment articles and posts, as well as hedge fund news.

Y0ungmoney (blogspot) ( @Y0ungMoneyBlog): Posts on book reviews and investing topics.

ycginvestments.com/thoughts (Yacktman son): Posts specifically on companies such as WFC, DISCA, SCHW, VZ, ORCL, and others.

Professional Money Managers

Stock Ideas; Please suggest more in comment section.

Broyhill (See above)

GWInvestors.com/research/public ( @GWInvestors)

YCGinvestments.com (see above)

Voss Capital (Travis Cocke) – Focuses mostly on smaller/mico cap names, strong investment track record (see: hvst.com for his letters, doesn’t post as much on twitter)

Artko Capital – focuses on smaller capitalization companies (see: hvst.com for firm letters and ideas)