Resources
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
Books I Like
Favorites
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