Author Topic: News Kids on the Blog ?  (Read 2635 times)

Gregmal

  • Hero Member
  • *****
  • Posts: 872
Re: News Kids on the Blog ?
« Reply #10 on: September 06, 2018, 11:22:21 AM »
Not a value blog, but I've always found this one interesting

https://www.stockgumshoe.com/



Spekulatius

  • Hero Member
  • *****
  • Posts: 1765
Re: News Kids on the Blog ?
« Reply #11 on: September 07, 2018, 04:35:18 PM »
Valueandopportunity is my favorite blog:
https://valueandopportunity.com
To be a realist, one has to believe in miracles.

Cigarbutt

  • Hero Member
  • *****
  • Posts: 1129
Re: News Kids on the Blog ?
« Reply #12 on: September 07, 2018, 09:19:45 PM »
... 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

  • Hero Member
  • *****
  • Posts: 4026
    • Porfolio
Re: News Kids on the Blog ?
« Reply #13 on: September 07, 2018, 09:28:16 PM »
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
"Before you can be rich, you must be poor." - Nef Anyo

writser

  • Hero Member
  • *****
  • Posts: 1550
Re: News Kids on the Blog ?
« Reply #14 on: September 08, 2018, 02:33:30 AM »
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.
When you are dead, you do not know you are dead. It's only painful and difficult for others. The same applies when you are stupid.

wachtwoord

  • Hero Member
  • *****
  • Posts: 1243
Re: News Kids on the Blog ?
« Reply #15 on: September 09, 2018, 10:07:24 AM »
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'
"Beware of he who would deny you access to information, for in his heart he dreams himself your master"

ALS.TO - MRCR - FELP - PDER - NVTR - SODI - ADDC - FFH.TO - ELF.TO - WWIB.OL -  JD - HNFSA - IPO.TO - BONL - GNW -  BWEL - DC.A - POE.V - DAAT - NYRT

Liberty

  • Lifetime Member
  • Hero Member
  • *****
  • Posts: 10246
  • twitter.com/libertyRPF
    • twitter.com/libertyRPF
Re: News Kids on the Blog ?
« Reply #16 on: September 09, 2018, 11:25:55 AM »
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.
"Most haystacks don't even have a needle." |  I'm on Twitter  | Interesting podcast on sleep science