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fwallstreet

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Everything posted by fwallstreet

  1. http://www.seclive.com/ Found this via reddit. Have been playing around with it for the past hour, definitely way better than EDGAR! I like that you can add highlights/notes, but you can also download most financials/tables straight to excel. The latter works fairly well for the few I've tried so far. Definitely worth checking it out, it's free!
  2. Thanks for sharing. Also, that's a great subreddit. Hadn't heard of it until now.
  3. Thanks to everyone that has shared info/questions already. Really great stuff. Personally, I'm finally building a list after experiencing what racemize is talking about, so I find this discussion/exercise very informative and helpful on a selfish note. I know I can personally learn a lot from how others on this board go about their process and the questions that are a part of it because I'm sure there are some things I might not be paying enough attention to, haven't thought about in a different way or am currently ignoring completely out of ignorance. So thanks again!
  4. This is a great idea! I don't have a personal list, but have wanted to build one for some time. Would definitely be interested in working with racemize and anyone else that wants to put one together here. Racemize, would you mind sharing Michael Kearn's checklist if you still have it? Probably a good starting point. Based on Pabrai's comments in videos, I believe he divides his checklist into these sections (there are more, but these he explicitly mentioned - in no particular order): 1) Leverage 2) Moats and Competitive Advantages 3) Management and Ownership 4) Miscellaneous (unions/organized labor, environmental, etc) Like obtuse's list, more of an outline but I think good structure/organization is important as well, especially since Pabrai's list has a little under 100 questions or so. I believe I have some specific questions from other gurus, but will have to look through notes. Also, might be another good source to derive questions from: http://www.gurufocus.com/news/19331/charlie-mungers-investing-principles-checklist
  5. Hi all! I'm a new member so apologies for the repetition if this has been brought up in the past. I'm sure there are at least a few members here who use the following. I'm a redditor. I love it - easily one of my favorite websites (in addition to CofB&F now!). There is an excellent subreddit - for those not familiar with reddit, it is essentially a subforum within reddit on a specific topic - on value investing called r/SecurityAnalysis. Just like this forum, I have found a great deal of very educational and insightful material there. http://www.reddit.com/r/SecurityAnalysis In fact, just this morning I found a post linking to a video series which I hadn't heard of before - The Best of Value Investing (features Warren Buffett, Charlie Munger, Peter Lynch, John Templeton, Seth Klarman, Walter Schloss, Whitney Tilson, Mohnish Pabrai). I pride myself on having a decent collection of these guru/value investing videos (hopefully I've finally found a community where this isn't viewed as lame and pathetic haha), and I totally missed this one (link below). So I think even the most experienced value investors on this forum will find something valuable on the subreddit. I haven't watched the video yet but am looking forward to crushing it during this snowy weekend! http://contrarianville.com/best-of-value-investing-great-video-series/ Anyway, I just wanted to share r/SecurityAnalysis with this community for those that may not be familiar with reddit or this specific subreddit.
  6. Gurufocus but shifting more towards this forum since I discovered it. I like Gurufocus since it's a great centralized resource to keep track of the gurus' holdings - a great starting point for idea generation.
  7. Intelligent Investing with Steve Forbes series is great! Tilson, Pabrai, Greenblatt, Cooperman, Greenwald and more
  8. Happy New Year everyone! Also want to second yada's comment - this forum is incredible!
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