
Aside from a company’s investor relations page, below are some of my frequented resources that I use to supplement my research and learning. If you can’t find the information you’re looking for, remember that Google is always your best friend! You can learn anything and everything from the web!
Tip: YouTube has some great education materials as well, if you’re more of a visual learner.
Blogs and Newsletters
Saber Capital
Value Focused Investment Firm – John Huber
The Generalist
Covers Tech and IPO companies – Mario Gabriele
UBS Chief Investment Office
Market Insights and Investment Opportunities
Collaborative Fund
Impact Investing – Morgan Housel and Team
Turner’s Blog
General Partner of Gelt Venture Capital – Turner Novak
Philosophical Economics
Macroeconomics & Investing – Jesse Livermore
Ensemble Capital
Intrinsic Investing – Ensemble Capital Management LLC
Oaktree Memos
Insights from Howard Marks
The Good Investors
How to invest in stocks – Chong Ser Jing and Jeremy Chia
Steady Compounding
Journey of a Value Investor – Thomas Chua
Financial Tools
Koyfin
Security snapshots and pricing charts
Earnings Call App
Listen to companies’ earnings call on the go!
Guru Focus Insider Transactions
Real Time Insider Trades
SEC EDGAR Database
Company 10K (annual), 10Q(quarterly) and 14A (proxies) fillings
Macro Trends – for Financials Statements
Income Statement, Balance Sheet, Cash Flow Statements along with select financial ratios
Hypecharts – Visualizations
Revenue, Earnings and related financial information visualized neatly in charts!
Personal Development
Mental Models
339 Mental models explained to carry around in your head
Podcasts
Invest Like the Best
Interviews with business leaders and investors by Patrick O’Shaughnessy – Personal favourite of mine
Investor Podcast – We Study Billionaires
Interviews with financial billionaires
YouTube Channels
Look up YouTube for CEO interviews and media releases
CNBC Originals
Inside look into iconic companies and industries
Alhambra Investments
Making sense of current economic backdrop
Goalcast
Motivational speeches, stories and videos – motivation only gets you started, discipline and consistency keeps you growing.
“To achieve goals, you have to apply discipline and consistency”
“Don’t confuse movement with progress”
“When you make it, reach back, pull someone else up. Each one Teach one.”