Resources

Research Tools (Free)

TIKR – I really like how you can copy and past financials directly to your Excel file without downloading anything. And it’s very fast.

Finviz – Very helpful screening tool

Twitter – Follow some investors there to get new ideas and knowledge

Microsoft OneNote – I keep my research notes there

Mendeley – Easier to annotate and comments on long files like 10K or Credit Agreements

Hypothes.is – you can highlight and annotate in your Chrome browser, and have them automatically saved and synced

Helpful links

Value Investing Process

15 Questions to Ask Management Teams

This Is How I Evaluate Management As An Investor

Treasury Trove – this is a shared Google Drive that has TONs of good stuff

Books to Read

These should keep you very busy for a while.

Investor Curriculum