My intent is to share inputs that I find interesting and helpful in my investment process. Understanding if an input drives commercial investment decisions is very personal. I find it takes me years to determine if a source helps me make commercial decisions. I’ve also become ruthless in evaluating new inputs, and any new data sources need to replace an existing source that I’m using (one in, one out). Please let me know if you have any inputs that you find particularly helpful. Note: I’m not endorsing any of the investment recommendations or views made in any of the source below.
Mailing Lists
Abnormal Returns – (free) daily aggregation of the best content from investment related blogs
Charlie Bilello Blog – (free) weekly chart-based analysis of markets
Mauldin Economics – (free) weekly analysis of economic issues
Morning Brew - (free) a very approachable daily business update
No Mercy/No Malice - (free) an interesting take on markets and investments from marketing perspective
Of Dollars and Data (free) weekly a thought on a financial tops and three articles that stood out
Richard Bernstein – (free) periodic market insights and relevant historical perspective
Rosenberg Research – (paid) entertaining and informative market and economic analysis
Stratechery - (free weekly; paid daily) weekly insight into technology platforms and aggregators
The Bear Cave – (free weekly) a weekly source of short-seller news
The Daily Dirt Nap – (paid) a colourful perspective on cats, markets, securities and economic events
The Idea Farm – (free) a brief weekly recap of standout research reports, articles, and podcasts
The Market Ear – (free) a daily summary of sell side charts and commentary focused on market strategy
Visual Capitalist – (free) daily fun and thought-provoking visualizations of investment related material
Podcasts
50x - (periodic) multiple episode deep dives on companies that have been exceptional at compounding value
Acquired – (monthly) very detailed multiple-hour deep dives into companies
All-In – (weekly) four venture capitalists comments on markets and current events
Founders – (weekly+) examination of the entrepreneurs that have shaped companies, industries, and the world
Global Macro Update – (weekly) a looks at current events and markets through a geopolitical lense
Invest Like the Best – (weekly) an exceptional interviewer discusses timely topics with industry giants
The Memo by Howard Marks – (periodic) Howard’s memos and occasional interviews digging deeper on financial topics
The Morgan Housel Podcast – (weekly) ten-ish minute reflections on financial topics
The Prof G Pod / Prof G Markets – (twice a week) an examination of markets and events from a marketing centric perspective
Charlie Bilello Blog – (free) weekly chart-based analysis of markets
Government
CRA (formerly Revenue Canada) – useful information on personal and corporate taxes
Source Documents
EDGAR – corporate filing for US listed companies
SEDAR – corporate filings for Canadian listed companies
If you would like any suggestions on investing related news sources, podcasts, or websites please contact me.
