News Kids on the Blog ?

[Lupo Lupus]

We all know AlphaVulture, Oddball and the likes ... but what about good news blogs that are relatively unkown? I have not see much in recent years ... except perhaps the outstanding LT3000 blog ...

[wachtwoord]

I read the two you mentioned and Otcadventures,  nonamestocks and hammerinvesting.

[Liberty]

Not new or unknown, but some of my faves off the top of my head are:

 

http://basehitinvesting.com/

 

http://brooklyninvestor.blogspot.com/

 

http://valueseekerinvestments.blogspot.com/

 

http://yetanothervalueblog.com/

 

 

[lucasnascimento]

Not new or unknown, but some of my faves off the top of my head are:

 

http://basehitinvesting.com/

 

http://brooklyninvestor.blogspot.com/

 

http://valueseekerinvestments.blogspot.com/

 

http://yetanothervalueblog.com/

 

 

Do you know if the Base hit investing membership is worth it?

[Liberty]

Do you know if the Base hit investing membership is worth it?

 

I'm not a member, but I would certainly guess that the content is high quality based on the publicly available stuff.

[CorpRaider]

I like Brooklyn too.  Base hit might be getting a little "this time is different" for my tastes and he had a bad tweet/take about growth vs. value, but I like to read his posts.

 

I've been reading a bunch of the quants over the last couple of years.  I guess that is more "white papers" than blog posts, but sometimes they have companion blogs.  I am really more and more attracted to systematic investing, given all the behavioral hurdles investors/humans face.  You can just run down the big hedge fund or MF stars and see them falling to these foes one by one.

 

I like OTC, as mentioned.  I like valueinvestingworld as a good aggregator/link curation site.  I check it pretty much daily.  Sounds like the guys behind that blog are shutting down their fund, was sorry to hear that.  Hope everything works out for them.  According to the latest update, the blog is still going to continue.

[ebdem]

I try to collect interesting Value Investing Blogs in this overview https://www.valuedach.de/en/value-investing-germany/value-investing-media/value-investing-blogs/ and maybe you also like this overview of the latest posts from different regions:

 

• For the DACH region: https://www.valuedach.de/en/german-value-investing-blog/value-investing-blogroll/
  
• For Europe: https://www.valuedach.de/en/german-value-investing-blog/value-investing-blog-europe-blogroll/
  
• For North America: https://www.valuedach.de/en/german-value-investing-blog/value-investing-blog-north-america/
  

 

The lists and feeds are updated on a regular basis.

 

The most attractive posts are weekly added to the Links of the week: https://www.valuedach.de/en/category/links-of-the-week/. If you like them, you can subscribe to the blog and receive all updates or add the RSS.

[K2SO]

http://www.mispricedmarkets.com/blog/

 

[Liberty]

Good new blog:

 

https://www.insecurityanalysis.com/writing/

[writser]

Surprised nobody has mentioned http://clarkstreetvalue.blogspot.com/ so far. That blog has some solid analysis and original ideas. And he posts no nonsense. In general I'm a bit tired of all the 'value investing' blogs with thoughts on macro, portfolio management, book reviews, philosophical implications of stock buybacks, history lessons, analysis of WEB's shareholder letters, assessments of cryptocurrencies, links to articles in the New Yorker and life lessons from Socrates regurgitated by Shawn or whatever his name is. I just want some good stock pitches, thank you very much.

 

AlphaVulture, OTCAdventures, Nonamestocks were mentioned before but are also nice no-nonsense blogs. I like Martin Shkreli for the book reviews 8) . https://reminiscencesofastockblogger.com/ posts some original content as well but for some reason I'm never attracted to his pitches. Different style I guess. Barel Karson posts some interesting ideas every once in a while. http://quinzedix.blogspot.com/ used to be great but has hardly been posting the past year.

[Gregmal]

Not a value blog, but I've always found this one interesting

 

https://www.stockgumshoe.com/

 

 

[Spekulatius]

Valueandopportunity is my favorite blog:

https://valueandopportunity.com

[Cigarbutt]

... In general I'm a bit tired of all the 'value investing' blogs with thoughts on macro, portfolio management, book reviews, philosophical implications of stock buybacks, history lessons, analysis of WEB's shareholder letters, assessments of cryptocurrencies, links to articles in the New Yorker and life lessons from Socrates regurgitated by Shawn or whatever his name is. I just want some good stock pitches, thank you very much...

 

I guess it depends what you're looking for. Time is precious, waste it wisely.

I like also:

https://deconstructingrisk.com/

A lot of generic topics but useful insights for some industries, like (re)insurance.

Some posts are about specific names. For instance, some work on CenturyLink, a security that has been discussed here but for which I spend no time 'cause it's out of my league.

 

[Jurgis]

In general I'm a bit tired of all the 'value investing' blogs with thoughts on macro, portfolio management, book reviews, philosophical implications of stock buybacks, history lessons, analysis of WEB's shareholder letters, assessments of cryptocurrencies, links to articles in the New Yorker and life lessons from Socrates regurgitated by Shawn or whatever his name is.

 

In short you are tired of CoBF.  8)  ;D

[writser]

Good point :) There has been a disturbing lack of great owner-operators with an entrepreneurial spirit on this board lately. I guess I am waiting for them to return.

[wachtwoord]

I forgot about https://www.philosophicaleconomics.com in my previous post. It's not necessarily a value blog but I have learned quite a few things reading it. The author has a scientific mind :)

 

Thanks again Liberty as I found out about it due to this post: http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/'a-value-opportunity-in-preferred-stocks'

[Liberty]

I forgot about https://www.philosophicaleconomics.com in my previous post. It's not necessarily a value blog but I have learned quite a few things reading it. The author has a scientific mind :)

 

Thanks again Liberty as I found out about it due to this post: http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/'a-value-opportunity-in-preferred-stocks'

 

Yeah, "Jesse Livermore" (obviously a pseudonym, for those not familiar with the historical figure..) is a tremendously smart guy. He deals in aspects of finance that I usually don't worry too much about (macro stuff), but he does it with such insight that he's a pleasure to read.