The Intelligent Investor‘s analytical team accesses value investing information and ideas from a wide variety of sources. I’ve listed below many of the websites and podcasts that we use regularly, as you might not know them all and might find something useful amongst them. In return, Bristlemouth would love to hear about any websites or podcasts that you use or listen to regularly that we might not know about.
Earlier this month, Steve wrote a simple blog post on portfolio management software. But it was the comments provided by the Bristlemouth community that turned that post into something really useful. I’m hoping that with your help we can do something similar here.
The Australian – has become more relevant since its tie up with The Wall Street Journal.
The Australian Financial Review – we generally read the hard copy, perhaps because the first crack at an online offering was so ham-fisted. But apparently it’s better now. You need to subscribe for full online access.
We also regularly find ourselves on the websites of traditional finance magazines like Fortune and Forbes.
Prominent value investors
Guru Focus is an aggregator site for information on respected value investors.
Berkshire Hathaway (a website which has often been down in recent months) is the source for Warren Buffett’s wonderful annual letter to shareholders. We likewise never miss the annual letter to Leucadia shareholders.
There are many fund manager websites worth visiting, but we’ve highlighted the following four because of the excellent content they make available to all – GMO for the excellent research Jeremy Grantham provides, Kerr Neilson’s Platinum Asset Management, Bedlam Asset Management and the research of Michael Mauboussin from Legg Mason.
Functional cookies Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.