14 Comments
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IJW's avatar

I use Google spreadsheets a lot as well. I fear the day they will discontinue that.

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Nesh Ski's avatar

I am lucky enough to be able use Bloomberg but this is a great list of alternatives, thx for sharing

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The Structured Scoop's avatar

For anything UK based, you should also bookmark the FCA's NSM page. https://data.fca.org.uk/#/nsm/nationalstoragemechanism

The national storage mechanism contains all regulated information that a corporate is required to publish. There are similar pages in EU countries.

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Clark Square Capital's avatar

Awesome, thank you!

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Le Shrub's avatar

Great list! And thanks for the mention 😄🙏

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Clark Square Capital's avatar

Of course, thx Shrub!

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Archetype Capital's avatar

Nice article! Would be nice of you to elaborate how you screen, how deep you look initially, what you try and understand first etc!

When I read the loccitane pitch I had to wonder “how did he screen/come across this”

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Clark Square Capital's avatar

Thanks BB. Will definitely consider writing something about my process at some point.

Appreciate it!

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Brian's avatar

A really useful overview, thanks.

On search I sometimes use http://isearchfrom.com/ for non US stocks. It does a google search as if from a specified country/language and the results can be quite different.

Away from investing, google alerts is also great to set up for your favourite band/artist playing near your town. Unlike us it doesn't forget, so you might get a pleasant surprise five years later!

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Clark Square Capital's avatar

Thanks, that's very cool! Appreciate the share.

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Wrigh's avatar

This was brilliant, always interested to see peoples tools. As someone who uses Bloomberg along with these free tools, you certainly don’t need Bloomberg

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Clark Square Capital's avatar

Thank you - appreciate that! This was the "free tools" edition, but I'll keep adding over time. There's so many cool tools available now for the non-pro, which is fantastic.

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DIY Investor's avatar

Adding to this list 3 more free tools:

Finchat.io for the best fundamental screener with 5Y or 10Y averages any data series.

Koyfin.com for free mini Bloomberg Terminal. Just use watchlist and graphing to view any paid data for free.

Notebooklm.google.com reading annual letters and quizing yourself. Also, good to understand changes for a single company through multiple decades. Or analyzing an industry through the main players. Can upload more files than other Al tools.

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ColoradoWealthManagementFund's avatar

That's a great list for getting some free research sources.

May also want to add that there are some Substacks providing some free research and providing complementary time for referrals 👍

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