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Investor Resources

Data and Research

  1. is an amazing resource with an API for many data sets, more paywalls now that it is owned by Nasdaq, but worth a look.
  2. Finviz for quick and dirty free stock screener
  3. SEC Report for actual filings from companies. If you are like me, you are tired of pulling standardized financials from third parties, only to see errors in the methodology and data pulls
  4. Insider Trading – SEC Form 4 Database for real time insider trading activity (see above comment for same issue with third party data aggregators)
  5. for updated data files on broad market valuation
  6. Zillow Research for real estate market fundamentals
  7. Drip Investing for Dividend Aristocrats and more
  8. Financial Samurai for passive investment strategies, and overall financial advice column
  9. Seeking Alpha to Read. Decide. Invest and see my published articles and public comments
  10. Simply Wall St for simplified visuals on individual stock’s key financial data and relevant news feeds
  11. R/ValueInvesting for mostly tropes on Buffett and Munger, but occasionally good conversation!

Reading list courtesy of R/Value Investing

Common Sense on Mutual FundsBogle, JohnFinance, Investing
Little Book of Common Sense InvestingBogle, John
Why Moats MatterBrilliant, Heather
BuffetologyClark, David and Mary Buffet
The Five Rules for Successful Stock Investing: Morningstar’s Guide to Building Wealth and Winning in the MarketDorsey, PatFinance, Investing, Analysis
Common Stocks, Uncommon ProfitsFischer, Phil
Risk Savvy: How to Make Good DecisionsGigerenzer, GerdFinance, Forecasting
The Intelligent InvestorGraham, BenFinance, Investing, Value Investing, Analysis
The Interpretation of Financial StatementsGraham, BenFinance, Accounting, Investing
Security AnalysisGraham, Ben & David DoddFinance, Investing, Value Investing, Analysis
Richer, Wiser, HappierGreen, William
The Little Book that Still Beats the MarketGreenblatt, Joel
You Too Can Be a Stock Market GeniusGreenblatt, Joel
Value investing: From Graham to BuffetGreenwald, Bruce, et al.Finance, Investing, Value Investing, Analysis
The Warren Buffet WayHagstrom, Robert
Margin of SafetyKlarman, Seth
When Genius FailedLowenstein, RogerFinance
One Up on Wall StreetLynch, Peter
Beating the SteetLynch, Peter
A Random Walk Down Wall StMalkiel, BurtonFinance, Investing
The Most Important ThingMarks, Howard
SnowballSchroeder, Alice
Irrational ExuberanceShiller, RobertFinance, Investing
Stocks for the Long RunSiegel, Jeremy
The Millionaire NextdoorStanley, Thomas J.Finance
Fooled by RandomnessTaleb, Nassim
Black SwanTaleb, Nassim
Skin in the GameTaleb, Nassim
Antifragile: Things That Gain from DisorderTaleb, Nassim
Midas TouchTrain, John
Zebra in Lion CountryWanger, Ralph

Note, the books without tags are in my cue. Have any recommendations, let me know? Contact Us!