1. Resources on Valuation - a Thread.
The purpose of this thread is to share helpful articles, notes, and presentations on the topic of valuation. Thanks to all those that have shared these resources with me! These are in no particular order, and I plan to keep adding:
Clark Square Capital
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Global investor. I publish in-depth research on under-the-radar stocks and special situations. clarksquarecapital.com | specialsitsdigest.com
- How to get free sell-side research: Evercore ISI - via Interactive Brokers (fee waived if you trade enough) Morgan Stanley - open account via ETrade ($0) Wells Fargo - open account via WF Securities ($30/yr) BofA - open Merrill Edge account ($0) Citibank - open Citi Self Invest
- share a piece of investing lore about yourself
- Small-cap investors rejoice! Today is finally our day.
- Replying to @BillAckman and @HindenburgResWhat I imagine Bill looked like as he read the report
GIF - Me, trying to pick stocks based on fundamentals
- Fundamental Equity Analysis: A Primer fusioninvesting.com/Files/reading/โฆ
- If you like industry primers, here are a bunch of them
- When you meet an investor that's put up a 40% IRR over a decade while only using Yahoo FinanceSouth Korea sent a fully-kitted out player for the Olympic shooting. Turkey sent an guy with no specialized lenses, eye cover or ear protection and got the silver medal
- Now that we are all under quarantine and looking for stuff to do, it is time to share your all-time favorite investing related videos: speeches, talks, pitches, etc.. What are your favorites? Please add your recommendations!











