New Beginning Investing Blog – The Fallible Investor
I came across a new investing blog that I think is terrific for beginning investors. It is the Fallible Investor. The writer is an Australian value investor who shares a lot of the same tastes as I do: Taleb, Montier, Klarman.
F Wallstreet Returns – Investing Links
One of my favorite investing blogs was F Wallstreet, until Joe Ponzio stopped blogging because his hedge fund was taking up too much of his time. Joe has returned with analysis of Breitburn, a natural gas and oil company that Ponzio thinks has been overly beaten up. Check it out and let me know what you think. He has a four page analysis that is interesting. I have no conviction about commodities, as they seem a speculator’s market to me. That is not a slight. I am just not very good at speculating about the future.
Free Value and NCAV Screeners
Now this is my kind of deal. Jae Jun over at Old School Value has really pulled all the stops for the new year. He has posted new value screeners that he offers for free. Yeah, that’s right for Free. I have already checked out the free Net Net screener which he calls Ben Graham Screener and sure enough, not only does he turn up some old faithfuls I have found on other screens but some new names as well like Electronic Systems Technology (ELST).
Free Magic Formula Lists – Chroma Investment Links
But I wanted to turn you on to an interesting site. It is essentially a list of Magic Formula stocks. The Magic Formula Investing isn’t new. Joel Greenblatt of Gotham Capital fame devised this system of essentially low P/E, High ROIC companies. He outlined the Magic Formula Investing Approach in his Little Book that Beats the Market.
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