A number of experienced (and some less experienced!) investors publish “blogs” (weBlogs) recounting their exploits. Following these blogs can be useful in understanding how other investors operate and there are often suggestions of investment ideas which may be worth researching further. This can help you improve your investment and analytical knowledge. Here is a directory of some of the better blogs, which you may care to look at. Do let us know if you are aware of any other investing blogs you think we should be listing.
$$ Indicates a subscription site, where a subscription must be paid to access content. Other sites listed are free to access.
Well known private investor Paul Scott (aka “PaulyPilot”) writes a daily blog, commenting on news and analysing results from a wide range of mainly smallcap companies. Many investors find Paul’s analysis highly educational, showing how a company’s accounts and statements can be examined to establish positive and negative investment characteristics.
Paul also runs a website, Quality Small Caps, which contains a raft of interviews with company executives and other materials of value to investors in smallcaps. It also includes a “bargepole list” of companies Paul considers uninvestable – it might be worth checking whether any of your own investments or prospective investments are on the list! Of course, just because a company is on Paul’s list does not necessarily mean it will be a bad investment, but it’s worth considering whether his concerns may be valid. Twitter: @paulypilot
Roger is an experienced investor, and was the founding chairman of ShareSoc. He writes in a forthright manner on investment, regulatory and political topics. Roger also continues to make valuable contributions to ShareSoc’s own blog, but if you want to read his full unexpurgated views, do visit his own blog. Twitter: @RogerWLawson
Behind the Balance Sheet is a website from ShareSoc MasterClass presenter Stephen Clapham. The website is primarily concerned with educating investors rather than stock tips or trading. His blog has in-depth articles on various aspects of investing, for example how to think about stock compensation expenses. His club site has shorter form blogs with topical posts, podcast reviews and articles he has found useful. You can sign up free to get access to the comprehensive investing education resources and library, including fund letters from professional fund managers.
Real Worth Stocks is a free blog from ShareSoc member, Stephen Gamble, with mostly small-cap value stock write-ups, mainly from the US and UK markets, that you won’t see covered much elsewhere. It also has a monthly subscription service with in-depth research on one undervalued stock pick per month, to understand the business and determine its real/intrinsic worth. Stock investing strategies employed and taught are: value, Ben Graham net-nets, and merger arbitrage, focussing mostly on overlooked small caps which are cheap value stocks. See Member Special Offers – ShareSoc for a discount code for the subscription service.