Do you pay for any research?

[wisowis]

Just curious if anyone is paying for any research and, if so, which services.

 

I know there are paid communities for microcaps and special situations, paid newsletters/substacks, etc.

 

 

 

[brobro777]

I paid for https://www.scuttleblurb.com/ years ago. I got the idea for TTD from there and I cashed out years ago, even though I sold way too soon

 

 

[Eldad]

I pay for Morningstar and it’s great and cheap. $250 per year. I use it everyday. 
 

Saves a lot of time and their reports have helped me learn how to think about moats in a better way. 

[aesophawk]

Really bummed that QuickFS is shutting down. It's my most used website. Does anyone have any recommendations for alternatives? I've been looking at ROIC.ai. 

[coffeecaninvestor]

4 minutes ago, aesophawk said:

Really bummed that QuickFS is shutting down. It's my most used website. Does anyone have any recommendations for alternatives? I've been looking at ROIC.ai. 

Same.. that notice was weird 

[tnathan]

1 hour ago, aesophawk said:

Really bummed that QuickFS is shutting down. It's my most used website. Does anyone have any recommendations for alternatives? I've been looking at ROIC.ai. 

TIKR - its generally great

[Spekulatius]

1 hour ago, tnathan said:

TIKR - its generally great

That’s what I use. Its great value for what you get. If you sign up, take someone’s referral link.

[mranski]

Canada Stock Channel

 

[Parsad]

Nope!  Cheers!

[gfp]

On 2/5/2026 at 3:32 PM, coffeecaninvestor said:

Same.. that notice was weird 

 

wow, just read that "letter" - not what I was expecting!

 

What did people use QuickFS for?  Is it something that Claude for Excel can do since it has access to S&P CapitalIQ, LSEG, FactSet, newswires, Moody's, Morningstar, Pitchbook, Daloopa, conference call transcripts, and some expert interviews?

 

Or are people too worried about granting Claude the type of access to your computer that these tools ask for?

[coffeecaninvestor]

4 hours ago, gfp said:

 

wow, just read that "letter" - not what I was expecting!

 

What did people use QuickFS for?  Is it something that Claude for Excel can do since it has access to S&P CapitalIQ, LSEG, FactSet, newswires, Moody's, Morningstar, Pitchbook, Daloopa, conference call transcripts, and some expert interviews?

 

Or are people too worried about granting Claude the type of access to your computer that these tools ask for?

I mainly used it for 20+ year financials and being able to export those to excel. It was a fairly inexpensive. Not sure what everyone else did. I am sure there’s others much more tech savvy that did way more. 

[mranski]

Sanjeev, where do you get your information? 

[Vanshon]

I pay for two Seeking Alpha services - Value Investor’s Edge (mostly shipping, but also some energy and mining) and Alluvial Gold Research (mining and royalties).  Both are excellent sources of ideas and discussion and have paid for themselves many times over.

[Parsad]

On 2/7/2026 at 11:54 AM, mranski said:

Sanjeev, where do you get your information? 

 

Two papers a day, online news, an extensive watchlist of about 300 companies that I know really well and just patience until markets do something stupid and throw up a great idea. 

 

I was very close to getting a Bloomberg terminal 15 years ago, but never did.  Didn't need it.  That being said, if you do a lot of fixed income/corporate bond investing, then other sources become more valuable like a Bloomberg terminal or access to one. 

 

Cheers! 

[aesophawk]

On 2/5/2026 at 4:59 PM, Spekulatius said:

That’s what I use. Its great value for what you get. If you sign up, take someone’s referral link.

Does anyone have a referral/promo code for TIKR. After looking at ROIC.ai and TIKR, I landed on TIKR. 

[Ross812]

Check out Stock Rover too. Tikr has a better ui but SR has a much more powerful screener and the SR metrics tab presents the same information as Tikr's graphs more quickly:

 

Valuation Charts - Stock Rover https://share.google/6H5bMhD4TBVogqXsl

 

 

[coffeecaninvestor]

I am looking for a physical subscription and am considering valueline. I think someone here subscribed to valueline but can’t remember who. Wondering if they can provide a review? Not sure if any alternatives similar to valueline with historical data? 

[longlake95]

3 minutes ago, coffeecaninvestor said:

I am looking for a physical subscription and am considering valueline. I think someone here subscribed to valueline but can’t remember who. Wondering if they can provide a review? Not sure if any alternatives similar to valueline with historical data? 

I love my physical Valueline. I get a lot of value just flipping through the issues, seeing businesses change (valuation and fundamentals) over time, until something jumps off the page. Of course, it’s not perfect, but it’s a great way to keep a high level tab on 1500 businesses.

 

 

[coffeecaninvestor]

On 2/10/2026 at 5:52 PM, Parsad said:

 

Two papers a day, online news, an extensive watchlist of about 300 companies that I know really well and just patience until markets do something stupid and throw up a great idea. 

 

I was very close to getting a Bloomberg terminal 15 years ago, but never did.  Didn't need it.  That being said, if you do a lot of fixed income/corporate bond investing, then other sources become more valuable like a Bloomberg terminal or access to one. 

 

Cheers! 

@Parsadwhat papers do you subscribe? 
 

i used to read the financial times when I got my student discount but never kept it going although I really enjoyed it. I was thinking of getting WSJ and my local paper. Although WSJ seems pricey after year 1 discount

Edited February 15 by coffeecaninvestor

[coffeecaninvestor]

2 hours ago, longlake95 said:

I love my physical Valueline. I get a lot of value just flipping through the issues, seeing businesses change (valuation and fundamentals) over time, until something jumps off the page. Of course, it’s not perfect, but it’s a great way to keep a high level tab on 1500 businesses.

 

 

I’m going to give it a try. I prefer physical reading. I find I get distracted online, and spend way too much time in front of a computer as it is with my day job. 

[Spekulatius]

19 hours ago, aesophawk said:

Does anyone have a referral/promo code for TIKR. After looking at ROIC.ai and TIKR, I landed on TIKR. 

Here is mine. I don’t know if it buys you anything though:

https://app.tikr.com/register?ref=o94y6y

[Spekulatius]

5 hours ago, coffeecaninvestor said:

I’m going to give it a try. I prefer physical reading. I find I get distracted online, and spend way too much time in front of a computer as it is with my day job. 

I can get free Valueline though my library (Boston Public Library where I am still grandfathered in). Same with Morningstar. Same with WSJ, but access works for only 3 days and then I have to redo it through the library portal . So it‘s definitely a bit cumbersome.

Edited February 15 by Spekulatius

[coffeecaninvestor]

27 minutes ago, Spekulatius said:

I can get free Valueline though my library (Boston Public Library where I am still grandfathered in). Same with Morningstar. Same with WSJ, but access works for only 3 days and the. I have to redo it thought the library. So it‘s definitely a bit cumbersome.

Yeah I checked my library is a small library and doesn’t have access to valueline. I think they might have access to archived WSJ articles but not new issues. The drawbacks of living in a small town. 

[Spekulatius]

3 hours ago, coffeecaninvestor said:

Yeah I checked my library is a small library and doesn’t have access to valueline. I think they might have access to archived WSJ articles but not new issues. The drawbacks of living in a small town. 

You often can get access to larger libraries in your state (or even out of state) for a fee. Try Gemini or ChatGPT and search for good libraries for things you want. My wife found that Raleigh library is good for audiobooks and got a digital librarycard for $50 and now has virtual access to Raleigh library even if we don’t live there 

[TwoCitiesCapital]

On 2/10/2026 at 11:32 AM, Vanshon said:

I pay for two Seeking Alpha services - Value Investor’s Edge (mostly shipping, but also some energy and mining) and Alluvial Gold Research (mining and royalties).  Both are excellent sources of ideas and discussion and have paid for themselves many times over.

 

How is Value Investors edge? I followed JM back on SA when it was free and I owned two dry bulk shippers, but never paid so stopped getting hia material when SA put it behind a paywall years ago. 

 

Is his hit rate within shipping decent? I haven't owned a shipping company since, but am open to hard assets companies that won't be disintermediated by AI.