Graham and Doddsville: An investing blog written by a convert to the Graham and Dodd approach. Posts often include excerpts of (or links to) interesting articles, speeches, and shareholder letters.
The author discusses his own career in more detail than most value bloggers. His openness is a plus, because he limits discussions of personal experiences to those that are investing related. The result is a pleasant change of pace from the opinion only focus found at most value investing blogs (including my own).
Every Little Bit Helps: Value investing blog with posts on specific companies as well as links to worthwhile investing articles.
Investing Intelligently: A good investing blog consisting of in-depth posts on specific subjects.
Dah Hui Lau: An excellent value investing blog focused on investment principles rather than specific stocks. The author frequently looks at quotes from well known value investors.
The Peridot Capitalist: An excellent, regularly updated investment blog written by the founder of Peridot Capital. This blog features plenty of company specific posts.
Rana’s Thoughts: This investing blog features plenty of lengthy posts. The focus is on investing principles rather than specific stocks. Rana’s Thoughts is a welcome change of pace from more boisterous investment blogs.
Investorial: A good personal finance blog that occasionally discusses value investing.
The Dividend Guy: Regularly updated investing blog with a focus on dividend paying stocks. The author writes clear, concise posts on subjects ranging from stock selection to investing principles.
Ant & Sons: A different kind of investing blog. Ant & Sons presents objective information followed by a brief commentary on each stock it discusses.
The blog is worth reading for the objective information. The closing comments are not particularly helpful, because unequivocal claims can not be adequately supported in such short posts.
This blog highlights stocks on the move, discusses market trends, strategies and current events of the financial markets with no bias, no agenda, no talking points, just the facts.
The Average Joe Investor: A good blog for beginning investors. Discusses both specific companies and investing concepts simply and clearly. The length and format of the posts are perfect for the intended audience. The material is easy to digest without being dumbed down.
The Average Joe Investor website is here for two main reasons. First, to offer up some nice tasty stocks ideas that I think are not only backed by great companies but also selling at attractive prices. Secondly, I'm going to share some tools that can be used to evaluate companies that you have invested in or would like to invest in. My goal is to help beginning investors understand stock investing and the companies that they are investing in so that they can take the emotion out of the game and make some real money.
World of Tech: A technology blog consisting of company specific posts that combine news and analysis. The posts are short, informative, and direct. A must read for investors interested in technology companies.
Market Participant: A good investing blog featuring a mix of book reviews, company specific posts, and discussions of more general topics. The blog frequently discusses ETFs and income paying investments.
A site about capital markets and opportunities for profits and dividends from stock market investing. Looking at what has worked in investing, four concepts stand out. Value investing, small cap stocks, high dividend stocks, and macroeconomic trends.
The Confused Capitalist: A good regularly updated value investing blog. The author lives in Canada and occasionally mentions Canadian stocks and financial media that might otherwise go unnoticed by Americans. However, the blog is not narrowly focused on Canada, and can be enjoyed by investors living anywhere on the planet.
Facts and ideas on how to outperform the general market, portfolio management and risk, plus occasional musings on "raising the median", both economically and socially. All wrapped nicely with a value-oriented investing bias.
It's easiest to make money by thinking differently from most people: but it's tough to think differently from most people. I like exploring ideas with people who have a different viewpoint than me - viva la difference!
Rule #1 Investor: Phil Town’s official site. Includes a blog and podcast. Phil Town is the author of the new book: Rule #1. I have yet to read the book, but George of Fat Pitch Financials has read the book and has generally positive things to say about it:
In general, I think the Rule #1 book is a very practical book that could be very useful for new investors. It is not really a replacement for the classic works, such as "The Intelligent Investor", but I think this book is good at showing you how to put some of the concepts laid out by Graham and Buffett into action.
The Stalwart: A good regularly updated blog with lots of posts on the market and the economy. The Stalwart provides plenty of interesting links. This blog is well worth reading, but don’t go there expecting fundamental analysis of specific stocks; there are other blogs that do that well.
The Stalwart was created to satisfy what we, as finance professionals, wanted to see in a blog--intelligent discussions of stocks, finance, business, economics as well as links to interesting articles and information outside of the traditional financial press. The Stalwart is not intended to provide tips, picks, or advice, all of which can be found, in overabundance, elsewhere.
One Guy’s Investments: A regularly updated investing blog that tracks the author’s own investments.
The story of One Guy's investment portfolio, with analysis and thoughts on the stocks and funds I've considered, bought and sold during the learning process.
It's easiest to say what I am not -- I am not a committed low-PE value investor or a dividend hawk, though I'm happy to receive dividends and buy on the cheap sometimes, and I am not a momentum investor or day trader and generally don't make short-term moves.
I think I can generally sum up my stock investing philosophy in a few rules:
• Buy with the intention of owning a company for a long time.
• Diversify significantly. I'm not confident enough in my wisdom to invest in only a very small number of companies, and I find it interesting to follow many companies at once. At this point I'm overdiversified and I'd like to winnow down the list, but I think I will likely always hold a minimum of 25 companies or so (right now it's nearer 40).
• Only sell for very good reasons. My past mistakes in selling early have dramatically overshadowed my mistakes of holding too long. All else being equal, once I've committed to a stock I'd like to stick with it and I need to have a more compelling reason to sell than I need to buy. I'd rather hold a company and ignore it then sell out of impatience.
Cheap Stock Hunter: Investing blog featuring company specific posts.
The Intrinsic Value: This regularly updated investing blog is primarily an excellent collection of links.
The Intrinsic Value is an amalgam of financial content from various mediums; though some content is my own, much of the information are links to the works of other authors. Additionally, note that I have an agenda to present news that is relevant to my portfolio companies. After all, I have an economic and legal ownership stake in these firms- they are not just trades.
As of the time of this listing, the author’s personal holdings include: Berkshire Hathaway (BRK), McDonalds (MCD), Pepsi (PEP), McGraw Hill (MHP), 3M (MMM), Anheuser-Busch (BUD), UST (UST), Old Republic (ORI), Harley Davidson (HDI), Journal Communications (JRN), Ethan Allen (ETH), Yankee Candle Company (YCC), and Liberty Media (L).
Visit The Intrinsic Value
Crossing Wall Street: A regularly updated blog featuring a mix of company specific posts (analysis), general investing advice, and macroeconomic news items. This site has an abundance of content. Although the site is not limited to company specific posts, there are more than enough to satisfy readers.
My investing philosophy is very simple: Investors ought to buy and hold great companies. It doesn't get more complicated than that. Avoid trading in and out of stocks, and be well-diversified. Investors should own at least 12 stocks, and have a goal of owning 20.
The key to doing well on Wall Street is actually very simple: Buy and hold shares of outstanding companies. But too many investors never learn this valuable lesson. Or if they do learn it, they learn it the hard way. That's where I come in. I want to help investors avoid the mistakes that separate successful investors from those who always find themselves spinning their wheels.
There are lots of pitfalls on Wall Street. From shady companies that are more popular than they are profitable to a mutual fund industry that's more interested in its fees than serving investors. Today's investors must be careful.
At Crossing Wall Street, I give investors my free and unbiased view of the market. I probably analyze dozens of companies every week. I'm always looking over income statements and balance sheets.
Value Blog Review: This excellent blog serves as a guide to the best value investing resources available online (and offline). The author discusses books as well as blogs.
A blog devoted to helping new investors, like myself, figure out what blogs, websites, and other resources are helpful from a new investor's perspective in providing clarity to what may sometimes seem a murky field.
Stock Picks Bob’s Advice: A regularly updated investing blog with plenty of company specific posts.
I like to discuss stocks that fit my criteria for investment. A year or so later, I like to go back and examine these "picks" to see how they turned out. This analysis assumes a buy and hold strategy which is not what I actually employ in my investments. Instead, I like to sell my losing stocks completely and quickly at an 8% loss, and also sell my appreciating stocks (see the previous entry on Coach) slowly and partially. But for the sake of analysis, I like to assume a 'buy and hold' strategy for my stock picks. I believe it still gives us a feel for how the stock selections were doing, even though the actual performance in my hands might be substantially better (or worse).
Also on this blog, I like to discuss my actual holdings in my "trading portfolio". Those stocks are the ones that I actually purchase and have real stock trading losses and gains. Whenever I make a trade in my actual trading account, I try to post a note as soon as possible under the title "Trading Portfolio Transparency".Visit Stock Picks Bob’s Advice
The Enterprising Investor: A Buffettesque quote from Lord Keynes welcomes the reader to this unique celebration of value investing. The Enterprising Investor is a value investing blog written by a French blogger with complete command of the English language. The author’s deep passion and unique perspective separate The Enterprising Investor from the also-rans.
This blog is one of my personal favorites. Even if you aren’t particularly interested in French stocks, you have to visit The Enterprising Investor at least once.
The Enterprising Investor is a place for reflecting and dissecting. I do not intend to report the ebb and flow of the economy, and not even the recent news from the value investing community. Which means that if you want to get the latest information about Buffett or Greenblatt, you have other blogs doing this much better than I could ever possibly do. Plus I am rather a tortoise than a hare, and I will probably catch up with the headlines several days too late.
You will find articles about special topics (to begin with, Hagstrom's screening process for value stocks proposed in his book "The Warren Buffet Way". Just a before taste of what awaits you later: obscure French stocks, BFC, retreatment of earnings. This will be hardcore value investing).
Mister Market: This value investing / contrarian investing blog features company specific posts and book reviews as well as some more general posts on investing. The author’s concise posts often raise interesting questions or highlight attractive opportunities.
Groovy Stocks: A regularly updated value investing blog that features frequent company specific posts. Fundamental analysis is the cornerstone of this excellent blog. If you haven’t been to Groovy Stocks yet, you’ve missed out on one of the web’s better investing blogs.
Investing is not just our livelihood, but our passion. We favor quality companies selling at cheap prices and we’ll look at any sector, market cap, or country to find them. We summarize quality as a competitive advantage and history of results.
Our orientation is long term and value. We like sparkling clean balance sheets, honest and incentivized management, insider buying, share buybacks, and lots of cash and cash flow.
Deep Wealth: The somewhat infrequent posts at this value investing blog are well worth the wait. Deep Wealth features detailed discussions of key investing concepts. This is more of a “learning blog” than a “trading blog”. In other words, if you’re looking for lots of detailed company specific posts, keep looking. But, if you like my podcast, you’ll love Deep Wealth.
Cheap Stocks: A truly unique blog – and a personal favorite. Here, you'll find obscure micro-cap stocks trading for less than the value of their net current assets, real estate, and other undervalued or "hidden" assets.
The blog frequently features follow up posts continuing the research on a particular company, providing updates on what has happened, and reviewing the past performance of stocks mentioned on the blog.
Needless to say, the author is a value investor:
Value investing is the ultimate pursuit, the ultimate treasure hunt, the extremely rewarding (financially and otherwise) quest to buy a buck's worth of assets for much less than a buck – be those assets land, cash, marketable securities, pieces of other companies, water rights, or what have you. It’s the attempt to find that situation where true value is not reflected in the current price (market cap or enterprise value) of a given company. There’s a huge dependency here: that the markets ultimately discover what your analysis has revealed, and that your analysis was accurate. It doesn't always work that way in practice, and patience is paramount.
Reading Cheap Stocks will provide you with plenty of investing leads. Don't just read the most recent posts; dig through the archives – there's treasure to be had, and a lot of strange, interesting, obscure (and potentially profitable) opportunities to learn about.
Highly recommended.
Lloyd’s Investment Blog: This excellent investing blog is updated less frequently than most. However, each post is far more thorough than the hasty notes penned by most investment bloggers. Countless tables, charts, and graphs are sprinkled throughout the already abnormally detailed prose. If you’re looking for an investing blog where you can linger, Lloyd’s is your best bet.
Visit Lloyd’s Investment Blog
Fat Pitch Financials: Value investing blog inspired by the writings of Warren Buffett. The author looks for wide moat companies and risk arbitrage opportunities. His company specific posts on this subject set Fat Pitch Financials apart from the many value blogs that focus more on the “cigar butt” approach to investing.
One of the most popular features at Fat Pitch Financials is an exclusive detailed list of current going private transactions that is updated daily and provided to members of the site.
I have been an active individual investor for 15 years, but I only saw the light of value investing five years ago. It was a major epiphany for me. I only wished someone had introduced me to Warren Buffett’s style of investing sooner.
As I make new personal finance discoveries, I’ll be sharing them here with you. My biggest discovery has been Warren Buffett’s writings, and I’ll be borrowing heavily from his incredible insight.
Value Discipline: A great value investing blog that is updated surprisingly often considering its depth of analysis and breadth of subject matter. The author is a smart guy who thinks and writes clearly. In the past, he has written on such subjects as individual companies, stock buybacks, commodity prices, and investment books. All his writings are imbued with sound investing advice. To date, his best piece of advice is also his simplest: Do your own work!
The New Wall Street: This investing blog is largely devoted to posts on specific companies. Previously featured companies include: XM (XMSR), Yahoo (YHOO), Overstock (OSTK), and Chipotle (CMG).
RVB’s Market Musings: Investing blog with plenty of posts on specific companies. This blog is more growth oriented than my own.
Read 20 Questions for MarketWizWannabe of RVB's Market Musings
Investor Clarity: This investing blog features frequent posts on specific companies. Past posts have also discussed specific portfolio managers in great depth. In a neat touch, the author allows you to view his portfolio online.
Like Graham, I am a 100% quantitative investor. Therefore, I only buy stocks based on numerical analysis. It’s all about numbers. Company fundamentals are the key to finding undervalued stocks.
Controlled Greed: A good, regularly updated value investing blog. In the past, this blog has included posts on specific companies as well as discussions of and links to articles of interest. Comfortingly, the author owns all of the stocks he discusses.
This site is devoted to investing in undervalued stocks. The focus is global and typical investments can include net working capital discounts (also known as "net nets"), book value discounts, low P/E ratios, special situations and fallen angels. The name refers to one of Warren Buffett's qualities for investment success:"'You must be animated by controlled greed and fascinated by the investment process."
Hopefully, you'll find that CG is a source of good, sound, uncommon stock ideas -- one you and the editor can both profit from over the long term.
Bill Rempel, a.k.a. NO DooDahs!: An excellent, frequently updated investing blog incorporating several different perspectives (all coming from the same person). This blog is best explained in the author’s own words:
Absolutely just stuff that I’m interested in, including investing ideas, especially value and contrarian investments, politics from the anarcho-capitalist P.O.V., and current events.