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.
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.
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!
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.
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.
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!
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.