Abnormal Returns is another fabulous resource with daily updates of links to useful information covering a broad range of topics. Worth checking out the daily updates.
Bill Gurley, a partner at Benchmark Capital, shares insights into technology, online platforms and marketplaces, competitive advantages, business models, investment analysis, critical reasoning and more. Bill is also a board member of the Santa Fe Institute, and is widely considered one of the most influential dealmakers in technology.
The Andreessen Horowitz blog contains some great insights into tech trends, network effects, venture capital, SAAS, etc. Worth checking in on.
Barron's is published weekly and provides interesting insights into companies, economic events and investor interviews. While it tends to be US centric its worth checking out weekly.
Bill Gates's Blog is a useful resource providing insights into current world events. Gates is a prolific reader and his book recommendations are always good.
The Bespoke Invest blog provides interesting analysis of US economic data and market data.
Bloomberg is my go to source for market data and news. If you've got a Bloomberg subscription there isn't a lot it can't do. A powerhouse source of analysis, news and insights.
Over the years Charlie Rose has interviewed many of the Investment Masters; Warren Buffett, Seth Klarman, Bill Ackman, Michael Steinhardt and Peter Lynch. These interviews provide timeless lessons.
I've followed Bill McBride from CalculatedRisk since before the Financial Crisis. His insights into the US housing market and US economy are second to none. This is where I go for my insights into the state of play of the US Economy. An excellent resource.
Mr Pettis' blog focuses primarily on the Chinese economy. Mr Pettis is a Professor at Peking University. I've followed his blog since the Financial Crisis and his understanding of the Chinese economy, its growth model and the implications for hard commodities and the world economy has been second to none. His prescient calls on the slowing China economy, his insights in the European crisis and his 2012 piece. By 2015 Hard Commodities will have collapsed means he's worth listening too. Not an easy read but worth the effort.
A fantastic resource which covers a range of topics like human misjudgment, decision making, strategy, and philosophy. Upgrade Yourself here.
A great collection of posts on investing and psychology by Morgan Housel. Engaging, insightful and refreshing. Always enlightening.
Crossing Wall Street is a useful source of market information and analysis. It often has some interesting and unique perspectives on markets, the economy and individual stocks.
The student-run Graham & Doddsville newsletter is published three times per year. G&D contains interviews with many of the world's greatest investors. An excellent source of stock ideas, investment wisdom and insights into some of the world's best investors. Past editions have included interviews with Howard Marks, Bill Ackman, Frank Martin, Leon Cooperman, Larry Robbins, Jim Chanos etc. Highly recommended reading.
The Market Folly website is focussed on hedge fund letters, presentations and interviews.
Matt Ridley, author of 'The Rational Optimist', provides relevant and interesting analysis into society, technology and economics.
A multi-disciplinary institute drawing on more than 800 collaborating scientists, scholars, intellectuals, and artists, which explores complex systems like economies, ecosystems, human development, innovation and the evolution of intelligence. Recommended by James Anderson, Nick Sleep, Michael Mauboussin & Josh Wolfe.
Ben Thompson's blog contains great articles on the disruption of businesses via technology. Insightful analysis. If you want an edge in tech, this is a great place to start.
Published weekly, The Economist is an invaluable source of financial news. Highly recommended by many of the Investment Masters, The Economist provides insight into world events, business and industry news and macro developments. I recall reading The Economist in late 2007 when their proprietary R-Word Index ['Recession'] was flashing warning signals. The Economist was well ahead of the curve on credit derivatives prior to the Financial Crisis, warning of the imminent dangers residing in the US housing market. Highly recommended reading.
The Manual of Ideas often provide excellent interviews with some of the world's greatest investors.
If there's such a thing as the Charlie Munger of Advertising, Rory Sutherland's it. Rory is the Vice Chairman of Ogilvy, and co-founded a behavioural science practice within the agency. Like Munger, Rory draws on an immense catalogue of disciplines. Rory's insights are available in his column in The Spectator.
Scott Krisiloff & Erick Mokaya sift through the rubble of company transcripts to identify the jewels that can make a difference. Good management teams generate and share excellent and actionable advice you can pay attention to.
The Rabbit Hole by Blas Moros provides detailed summaries across a broad spectrum of books across multiple disciplines - business, history, psychology, physics, biology etc. It aims to help structure and inform your latticework, widening your perspective, and positively impacting how you live and interact with the world around you. Highly recommended.
Value Walk can be a useful source of investment information with a particular focus on hedge funds, long-only investor updates, letters and interviews.
Value Investing World is a great collection of information on a broad spectrum of topics useful for investing. A great resource.
Value Investor Insight is published monthly and contains a collection of interviews with successful investors. Many of the Investment Masters have featured in the newsletter including Jim Chanos, Seth Klarman, Leon Cooperman, Lee Ainslie, Ed Wachenheim, Larry Robbins, Joel Greenblatt etc. I've found it far more lucrative listening to real money managers with skin in the game than Wall Street analysts.
