Resources
Reading List and other
useful sources of information (Click on
the blue links to find out more)
Books
Free Capital by Guy Thomas
Thinking Fast & Slow - By Daniel Kahneman
The Intelligent Investor - By Benjamin Graham
Contrarian Investment Strategies - By David Dreman
A Short History of Financial Euphoria - By J.K. Galbraith
The Crowd: Study of the Popular Mind - By Gustave Le Bon
Irrational Exuberance: (Second Edition) - By Robert Shiller
What Works on Wall Street, Fourth Edition - By James O'Shaughnessy
Enough: Breaking Free from the World of Excess - By John Naish
The New Finance: Case Against Efficient Markets - By Robert A. Haugen
The Snowball: Warren Buffett & the Business of Life - By Alice Schroeder
The Black Swan: The Impact of the Highly Improbable - By Nassim Nicholas Taleb
This Time Is Different: Eight Centuries of Financial Folly - By Carmen Reinhart & Kenneth Rogoff
The Little Book of Value Investing (Little Books. Big Profits) - By Christopher H. Browne
Extraordinary Popular Delusions and the Madness of Crowds - By Charles Mackay
Security Analysis: Sixth Edition, Foreword by Warren Buffett - By Benjamin Graham & David Dodd
Value Investing Tools and Techniques for Intelligent Investment - By James Montier
Boom Bust: House Prices, Banking and the Depression of 2010 - By Fred Harrison
The Winner's Curse: Paradoxes and Anomalies of Economic Life - By Richard Thaler
Predictably Irrational: The Hidden Forces that Shape Our Decisions - By Dan Ariely
Bull's Eye Investing: Targeting Real Returns in a Smoke and Mirrors Market - By John Mauldin
Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets - By Nassim Nicholas Taleb
Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment - By Wes Gray & Tobias Carlisle
Stock Cycles:Why Stocks Won't Beat Money Markets Over the Next Twenty Years - By Michael J. Alexander (Published Year 2000)
A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing - By Burton Malkiel
The Little Book That Still Beats the Market: Your Safe Haven in Good Times or Bad (Little Books. Big Profits) - By Joel Greenblatt
Why Smart People Make Big Money Mistakes & How to Correct Them: Lessons from the New Science of Behavioural Economics - By Belsky and Gilovich
Useful Web Sites
Stockopedia - an excellent site for investors and one which I use all the time to help me with my investing. It does require a subscription but well worth it.
John Mauldin - another really useful site with many free e-mails like Thought from the front line and Things that make you go hmm, also some paid content.
The Market Oracle - Worth signing up for the free e-mail from Nadeem Walayat whose occasional posts are very good if a little controversial at times. Plus lots of other views on markets and other related topics.
Investegate - a particularly useful site for keeping track of news on your stocks via e-mails & different segments of the market too.
uk.webfg.com/uk_shares Web Financial Group - Very useful source of free investing information and resources, but you can subscribe for level 2 prices etc if you want that. Next best thing to Stockopedia if you don't want to pay a subscription.
Market Screener - Useful for charting and some live pricing & other detailed statistics on Companies including estimate revisions.
The Motley Fool - Another useful source of free information. UK & US version and they offer paid for newsletters.
ADVFN - Some free info, more than basic you must pay - most useful thing is the filter X for downloading data if you want to try building your own screens.
Citywire - good source of financial news with different editions depending on your interests - quite good on funds.
Morningstar - more of the same good on funds but also with equity coverage also has some premium subscription content I believe. They also offer e-mail alerts for news on your holdings which are good because they include the whole announcement in the e-mail rather than just a link, which is handy on a smart phone when you are out enjoying yourself - or working if you have to!
Trustnet - As the name suggests, for tracking funds mainly.
Reuters - for news & more.
Bloomberg - ditto.
Global Year Book 2013 - Credit Suisse Research useful review of global markets historic returns and interesting commentary from finance academics. See also this article from MoneyWeek - a useful magazine & website, although you have to subscribe to get full access.
Global Year Book 2014 - As above plus another year and some new articles on Emerging markets v developed, behavioural issues and growth.
Global Year Book 2015 - ditto.
Global Year Book 2016 - looks at the effects of rising interest rates & the outlook for asset classes on the back of this,
Global Year Book 2017
Global Year Book 2018 - Looking at Factor Investing and Alternative Asset Returns
Global Year Book 2019
Global Year Book 2020
Google Finance - Useful for tracking portfolios which can then be accessed by tablet Stocks app and news events can be shared with calendars. Can also use their on line sheets to monitor portfolios with real time pricing. Aside from this in general it's been downgraded badly recently.
Yahoo Finance - lots of news etc. and can also be used for downloading share prices.
Crestmont Research - which is written by Ed Easterling an author and Co-author of several books. It includes some really interesting charts and data on 10 year earnings and P/E's and secular bull and bear markets.
Upcoming Dividends - a useful site for finding and sorting yielding shares by index, xd date and pay date etc.
Short Tracker UK - a useful site using the CFA data to track and research the level of short interest in the UK.
Dividend Investing Research Papers (detailed background as to why the Compound Income Scores focus on the factors they do).
Consistent Dividend Growth Investment - by Cass Business School
Price Reactions to Dividend Omissions & Initiations - by Michaely, Thaler & Womac
Dividend Payouts - by CSFB
Income as a source of Long Term Returns - by The Brandes Institute
Quality Income - by Soc. Gen.
The Power of Dividend - By C. Thomas Howard, PhD
Tweedy Browne - High Yield Research
Other Research Papers
Simple Market Timing Indicator - By Mebane T. Faber - if that is something you want to try and do.
Fact, Fiction and Momentum Investing - By Clifford S. Asness, Andrea Frazzini, Ronen Israel and Tobias J. Moskowitz
Value & Momentum Everywhere - By Clifford S. Asness, Tobias J. Moskowitz, and Lasse H. Pedersen
The Other Side Of Value - The Gross Profitability Premium by Robert Novy-MarxŽ
Profits for the Long Run: Affirming the Case for Quality - By Chuck Joyce and Kimball Mayer (GMO)
Quality minus Junk - by Asness, Frazzini & Pedersen
Analyzing Valuation Measures: A Performance Horse-Race over the past 40 Years. - By Wesley Gray (Author of Quantitative Value)
What Has Worked - By Tweedy Browne
Case Closed - by Haugen & Roberts investigates how lower risk stock provide higher returns
Blogs
Musings on Markets - from Aswath Damodaran who is Professor of Finance at the Stern School of Business at NYU. I teach classes in corporate finance and valuation, primarily to MBAs, but generally to anyone who will listen.
Mish's Global Economic Trend Analysis - from Mike "Mish" Shedlock who is a prolific writer mainly on use things but can be quite interesting sometimes.
John Rosier - A former colleague of mine who writes his own very informative Blog about his investing.
Clear Eyes Investing - From Todd Wenning, common topics on this blog include dividends, buybacks, behavioral finance, and financial statement analysis.
Advisor Perspectives / DShort.com - Economic and Market Updates for Investment Planning - quite US centric but some interesting things on there with e-mail updates available.
Turnkey Analyst - A good blog and website From the co-author of Quantitative Value and also more recently his Greenbackd site.
Free Stuff
For Investing
Try these Free Books - How to make Money In Value Stock and How to make money in dividend stocks. if you like I would recommend you try a free trial subscription to Stockopedia to help you see if you like it and implement some of the ideas covered in these books.
GNU Cash - is personal and small-business financial-accounting software, freely licensed under the GNU GPL and available for GNU/Linux, BSD, Solaris, Mac OS X and Microsoft Windows. Designed to be easy to use, yet powerful and flexible, GnuCash allows you to track bank accounts, stocks, income and expenses. As quick and intuitive to use as a checkbook register, it is based on professional accounting principles to ensure balanced books and accurate reports. I used it to replace MS Money when it was withdrawn and it is similar to Quicken which you can pay for if you want.
Libre Office - Free office Suite an excellent alternative if you don't have or don't want to pay out for Microsoft Office.
Google Finance & Google Drive / Docs. - Useful for setting up portfolio's and then being able to track / monitor them. This also gives the option to link events into an on line or desktop calendar which is handy for keeping abreast of upcoming events.
For Everyday Use
Linux Operating System - got an old PC running XP which has expired and lost its security updates? Don't bin it - bring it back to life with a free new shiny OS such as Ubuntu, or check out all the options at DistroWatch. Also a good alternative if you don't like the look of Windows 10, just buy a box without an OS and put Linux on it and enjoy lots of free software which enables you to do most things. Takes a bit of getting used to but its worth it at the price.
Cash back sites - get Cash back on your everyday spending on line and you'll be a Quid up if you sign up for and use the second quid one.
Free Books - okay old e-books, but doesn't everyone have a smart phone or a tablet these days any way? Or Audio books if you prefer - good for a long journey, in the car or when you are too tired to read. Plus don't forget your local library - mine offers e-books, audio books and magazines for free on line.
Books
Free Capital by Guy Thomas
Thinking Fast & Slow - By Daniel Kahneman
The Intelligent Investor - By Benjamin Graham
Contrarian Investment Strategies - By David Dreman
A Short History of Financial Euphoria - By J.K. Galbraith
The Crowd: Study of the Popular Mind - By Gustave Le Bon
Irrational Exuberance: (Second Edition) - By Robert Shiller
What Works on Wall Street, Fourth Edition - By James O'Shaughnessy
Enough: Breaking Free from the World of Excess - By John Naish
The New Finance: Case Against Efficient Markets - By Robert A. Haugen
The Snowball: Warren Buffett & the Business of Life - By Alice Schroeder
The Black Swan: The Impact of the Highly Improbable - By Nassim Nicholas Taleb
This Time Is Different: Eight Centuries of Financial Folly - By Carmen Reinhart & Kenneth Rogoff
The Little Book of Value Investing (Little Books. Big Profits) - By Christopher H. Browne
Extraordinary Popular Delusions and the Madness of Crowds - By Charles Mackay
Security Analysis: Sixth Edition, Foreword by Warren Buffett - By Benjamin Graham & David Dodd
Value Investing Tools and Techniques for Intelligent Investment - By James Montier
Boom Bust: House Prices, Banking and the Depression of 2010 - By Fred Harrison
The Winner's Curse: Paradoxes and Anomalies of Economic Life - By Richard Thaler
Predictably Irrational: The Hidden Forces that Shape Our Decisions - By Dan Ariely
Bull's Eye Investing: Targeting Real Returns in a Smoke and Mirrors Market - By John Mauldin
Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets - By Nassim Nicholas Taleb
Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment - By Wes Gray & Tobias Carlisle
Stock Cycles:Why Stocks Won't Beat Money Markets Over the Next Twenty Years - By Michael J. Alexander (Published Year 2000)
A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing - By Burton Malkiel
The Little Book That Still Beats the Market: Your Safe Haven in Good Times or Bad (Little Books. Big Profits) - By Joel Greenblatt
Why Smart People Make Big Money Mistakes & How to Correct Them: Lessons from the New Science of Behavioural Economics - By Belsky and Gilovich
Useful Web Sites
Stockopedia - an excellent site for investors and one which I use all the time to help me with my investing. It does require a subscription but well worth it.
John Mauldin - another really useful site with many free e-mails like Thought from the front line and Things that make you go hmm, also some paid content.
The Market Oracle - Worth signing up for the free e-mail from Nadeem Walayat whose occasional posts are very good if a little controversial at times. Plus lots of other views on markets and other related topics.
Investegate - a particularly useful site for keeping track of news on your stocks via e-mails & different segments of the market too.
uk.webfg.com/uk_shares Web Financial Group - Very useful source of free investing information and resources, but you can subscribe for level 2 prices etc if you want that. Next best thing to Stockopedia if you don't want to pay a subscription.
Market Screener - Useful for charting and some live pricing & other detailed statistics on Companies including estimate revisions.
The Motley Fool - Another useful source of free information. UK & US version and they offer paid for newsletters.
ADVFN - Some free info, more than basic you must pay - most useful thing is the filter X for downloading data if you want to try building your own screens.
Citywire - good source of financial news with different editions depending on your interests - quite good on funds.
Morningstar - more of the same good on funds but also with equity coverage also has some premium subscription content I believe. They also offer e-mail alerts for news on your holdings which are good because they include the whole announcement in the e-mail rather than just a link, which is handy on a smart phone when you are out enjoying yourself - or working if you have to!
Trustnet - As the name suggests, for tracking funds mainly.
Reuters - for news & more.
Bloomberg - ditto.
Global Year Book 2013 - Credit Suisse Research useful review of global markets historic returns and interesting commentary from finance academics. See also this article from MoneyWeek - a useful magazine & website, although you have to subscribe to get full access.
Global Year Book 2014 - As above plus another year and some new articles on Emerging markets v developed, behavioural issues and growth.
Global Year Book 2015 - ditto.
Global Year Book 2016 - looks at the effects of rising interest rates & the outlook for asset classes on the back of this,
Global Year Book 2017
Global Year Book 2018 - Looking at Factor Investing and Alternative Asset Returns
Global Year Book 2019
Global Year Book 2020
Google Finance - Useful for tracking portfolios which can then be accessed by tablet Stocks app and news events can be shared with calendars. Can also use their on line sheets to monitor portfolios with real time pricing. Aside from this in general it's been downgraded badly recently.
Yahoo Finance - lots of news etc. and can also be used for downloading share prices.
Crestmont Research - which is written by Ed Easterling an author and Co-author of several books. It includes some really interesting charts and data on 10 year earnings and P/E's and secular bull and bear markets.
Upcoming Dividends - a useful site for finding and sorting yielding shares by index, xd date and pay date etc.
Short Tracker UK - a useful site using the CFA data to track and research the level of short interest in the UK.
Dividend Investing Research Papers (detailed background as to why the Compound Income Scores focus on the factors they do).
Consistent Dividend Growth Investment - by Cass Business School
Price Reactions to Dividend Omissions & Initiations - by Michaely, Thaler & Womac
Dividend Payouts - by CSFB
Income as a source of Long Term Returns - by The Brandes Institute
Quality Income - by Soc. Gen.
The Power of Dividend - By C. Thomas Howard, PhD
Tweedy Browne - High Yield Research
Other Research Papers
Simple Market Timing Indicator - By Mebane T. Faber - if that is something you want to try and do.
Fact, Fiction and Momentum Investing - By Clifford S. Asness, Andrea Frazzini, Ronen Israel and Tobias J. Moskowitz
Value & Momentum Everywhere - By Clifford S. Asness, Tobias J. Moskowitz, and Lasse H. Pedersen
The Other Side Of Value - The Gross Profitability Premium by Robert Novy-MarxŽ
Profits for the Long Run: Affirming the Case for Quality - By Chuck Joyce and Kimball Mayer (GMO)
Quality minus Junk - by Asness, Frazzini & Pedersen
Analyzing Valuation Measures: A Performance Horse-Race over the past 40 Years. - By Wesley Gray (Author of Quantitative Value)
What Has Worked - By Tweedy Browne
Case Closed - by Haugen & Roberts investigates how lower risk stock provide higher returns
Blogs
Musings on Markets - from Aswath Damodaran who is Professor of Finance at the Stern School of Business at NYU. I teach classes in corporate finance and valuation, primarily to MBAs, but generally to anyone who will listen.
Mish's Global Economic Trend Analysis - from Mike "Mish" Shedlock who is a prolific writer mainly on use things but can be quite interesting sometimes.
John Rosier - A former colleague of mine who writes his own very informative Blog about his investing.
Clear Eyes Investing - From Todd Wenning, common topics on this blog include dividends, buybacks, behavioral finance, and financial statement analysis.
Advisor Perspectives / DShort.com - Economic and Market Updates for Investment Planning - quite US centric but some interesting things on there with e-mail updates available.
Turnkey Analyst - A good blog and website From the co-author of Quantitative Value and also more recently his Greenbackd site.
Free Stuff
For Investing
Try these Free Books - How to make Money In Value Stock and How to make money in dividend stocks. if you like I would recommend you try a free trial subscription to Stockopedia to help you see if you like it and implement some of the ideas covered in these books.
GNU Cash - is personal and small-business financial-accounting software, freely licensed under the GNU GPL and available for GNU/Linux, BSD, Solaris, Mac OS X and Microsoft Windows. Designed to be easy to use, yet powerful and flexible, GnuCash allows you to track bank accounts, stocks, income and expenses. As quick and intuitive to use as a checkbook register, it is based on professional accounting principles to ensure balanced books and accurate reports. I used it to replace MS Money when it was withdrawn and it is similar to Quicken which you can pay for if you want.
Libre Office - Free office Suite an excellent alternative if you don't have or don't want to pay out for Microsoft Office.
Google Finance & Google Drive / Docs. - Useful for setting up portfolio's and then being able to track / monitor them. This also gives the option to link events into an on line or desktop calendar which is handy for keeping abreast of upcoming events.
For Everyday Use
Linux Operating System - got an old PC running XP which has expired and lost its security updates? Don't bin it - bring it back to life with a free new shiny OS such as Ubuntu, or check out all the options at DistroWatch. Also a good alternative if you don't like the look of Windows 10, just buy a box without an OS and put Linux on it and enjoy lots of free software which enables you to do most things. Takes a bit of getting used to but its worth it at the price.
Cash back sites - get Cash back on your everyday spending on line and you'll be a Quid up if you sign up for and use the second quid one.
Free Books - okay old e-books, but doesn't everyone have a smart phone or a tablet these days any way? Or Audio books if you prefer - good for a long journey, in the car or when you are too tired to read. Plus don't forget your local library - mine offers e-books, audio books and magazines for free on line.