Last updated: 23 Sep 2021
This page is the list of resources I use for my research. Bookmark this page for your convenience! I will continuously update the list.
If you have any other useful resources, do let me know in the comments.
Tracking Insiders and Smart Money
Charlie Munger once said that if an investor did just three things, the end results would be vastly better than the rest. One of which is to carefully look at what the other great investors have done. I have listed down the resources and investors I track.
Insider monitor – USA insider transactions
Webb-site – Track HK companies buy-backs
Dataroma – Track super investors portfolio at
Whale Wisdom – My favorite platform to track 13F filings. I track the following funds movement:
- Baupost (Seth Klarman)
- Appaloosa (David Tepper)
- Fundsmith (Terry Smith)
- Akre Focus (Chuck Akre)
- Dorsey Asset Management (Pat Dorsey)
- Duquesnse Family Office (Druckenmiller)
- Polen Capital
- Berkshire Hathaway (Warren Buffett)
- Gardner Russo & Gardner (Thomas Russo)
- Giverny Capital
- Ashe Capital
- AKO Capital LLP
- Fairfax Financial Holdings (Prem Watsa)
- Pershing Square Capital Management (Bill Ackman)
- Markel Corp (Thomas Gayner)
- Yacktman Asset Management
- Greenlight Capital (David Einhorn)
- Pabrai Investments (Monish Pabrai)
- Aquamarine Capital (Guy Spier)
- East Coast Asset Management (Chris Begg)
Hedgefund Letters I enjoy Reading:
- Laughing Water Capital
- Tao Value
- Altimeter Capital
- Saber Capital Management
- Alta Fox
Top Investment Books – My all-time favorite and these books shaped my investment philosophy to a great extent.
Top Personal Finance Books – Must read for anyone aspiring to achieve financial independence. Includes budgeting, behavioral sciences, and important topics on insurance.
Top Personal Development Books – I love books that offer insights that help me think more rationally and be more productive.
Charts, Fundamentals, and Ratios
Koyfin – My favorite free comprehensive financial market data platform
StockRover – Free trial for comprehensive data on US companies (affiliate link)
Quickfs – Great summary of 10 years’ worth of operating metrics (e.g. ROIC)
Morningstar – Five years’ worth of free companies financial data
Gurufocus – Companies financials
Fool.com – Earnings call transcripts and discussion boards
Finviz.com – Great free screener and insider transactions
SEC EDGAR database – Enter ticker in “fast search”. 10-Q = quarterly report, 10-K = annual report and DEF 14A = proxy (inside ownership)
IPOScoop – IPO information
Stockrow – financial snapshot of a company with up to 10 years of data
http://stock.hksin.com/ – Directory of HK financial websites
Hedge Fund Letters & Blogs
Q1 2020 Hedge Fund letters
Q2 2020 Hedge Fund letters
Q4 2020 Hedge Fund letters
Compilation of Great Investors’ Letters
Michael Mauboussin’s Reports – Great research papers
Ensemble Capital Blog – Concepts on value growth investing
Saber Capital Blog – Concepts on value growth investing
O’ Shaughnessy’s Blog – O’Shaughnessy Asset Management research
Arlington Value Investor Letters – Five Invaluable Lessons On Value Investing
In Practise – Insightful interviews with industry leaders
Farnam Street – Mental models
Peter Lynch articles – Peter Lynch’s Articles from 1993-1999
Markel Letters – Thomas Gayner letters
Constellation Software Letters – Equivalent of tech Warren Buffett
Fairfax Letters – Prem Watsa’s letters
Hang Lung Letters – Ronnie Chan’s letters, great on HK and China malls
Influential essays to read – Compiled by Fintwit (Patrick O’Shaughnessy initiative)
Dr Vijay Malik articles – Great resource for beginners to learn
Compilation of Commencement Speeches
Naval – On growing wealth and searching for meaning in life
Invest Like the Best – Interviews with great investors/ VC
Capital Allocators – Interviews with great investors and authors
Focused Compounding – Every weekday on investing concepts
The Knowledge Project – Investing, life, and happiness. Great interviewer.
The Acquirers Podcast – Plenty of interviews with remarkable investors
Berkshire AGM (Since 1994) – Warren Buffett & Charlie Munger
Invest Like the Best – Great interviews on timeless investment concepts
Steady Compounding Updates
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