Here is a list of some of my favorite investing resources. I hope this is helpful.

**Please note that a few of these resources have affiliate links. These links help build a more sustainable model for Ultimate Value, so I can keep publishing free actionable ideas.

Research Tools I Use

BamSec - Quick document search, transcripts, keyword alerts.

Koyfin - Financial analysis, transcripts, consensus estimates, screener.

TIKR - Financial analysis, transcripts, consensus estimates, screener.

The Fly News - Real-time news alerts for stocks.

Journalytic - Helps keep track of investment decisions.

Google Alerts - Free tool to get news alerts (great for special situations)

Letters & Notes

Joel Greenblatt Class Notes

Buffett Partnership Letters

Buffett Shareholder Letters

Books I Like


You Can Be a Stock Market Genius - Joel Greenblatt

Market Wizards - Jack Schwager

The New Market Wizards - Jack Schwager

Hedge Fund Market Wizards - Jack Schwager

The Essays of Warren Buffett: Lessons for Corporate America

The Most Important Thing: Uncommon Sense for the Thoughtful Investor

Common Stocks and Common Sense – Ed Wachenheim

The Money Masters – John Train

Capital Returns: Investing Through the Capital Cycle - Ed Chancellor

Business Biography

Buffett: The Making of an American Capitalist

The Snowball: Warren Buffett and the Business of Life

Shoe Dog: A Memoir by the Creator of Nike

Built from Scratch: How a Couple of Regular Guys Grew The Home Depot

Setting the Table: The Transforming Power of Hospitality in Business

Plain Talk: Lessons from a Business Maverick – Ken Iverson

Am I Being Too Subtle? Straight Talk from a Business Rebel – Sam Zell

The Davis Dynasty: Fifty Years of Successful Investing on Wall Street

Titan: The Life of John D. Rockefeller

Strategy & Competitive Position

Understanding Michael Porter: The Essential Guide to Competition and Strategy

Competition Demystified: A Radically Simplified Approach to Business Strategy

Valuation / Capital Allocation

Creating Shareholder Value – Alfred Rappaport

Expectations Investing – Michael Mauboussin & Al Rappaport

Valuation: Measuring and Managing the Value of Companies – McKinsey & Co.

Analyst Best Practices

Pitch the Perfect Investment: The Essential Guide to Winning on Wall Street

Best Practices for Equity Research Analysts