Resources

    SEC EDGAR Searchable Database

  • SEC financials
  • Although intimidating at first, nothing beats reading the SEC filings for finding out a company’s true financial performance.
  • 10-Ks, 10-Qs, proxy statements, 13-D filings – the best source for developing and verifying an investment thesis.

    OSV Valuation Spreadsheets

  • Best value on the marketplace
  • If you are serious about value investing, you will eventually spend hours poring through financial statements.
  • Using the power of Excel, Jae’s spreadsheets combine DCF, Graham, EPV, and liquidation analysis for a given stock, along with years of historic financial information, from a single ticker entry.  Has literally saved hundreds of hours.

    Screener.co

  • “Wall Street Caliber Global Screener for Main Street Investors” – my screener of choice
  • Covers the widest universe of international stocks – a must have for any international investor - 40,000 stocks, with over 1000 data points for each security
  • Custom formulas allow unique screens based on EV, CROIC, FCF and other metrics – all normalized for a given currency

    • Stockscreen123.com

  • Still offers a free account for testing one screen
  • Also allows backtests of screens over multi-year time periods for determining long-term historic performance.

    Graham Net / Net Screener

  • “Price is what you pay, value is what you get.”
  • Best collection of stocks trading at less than Net Net Working Capital (NNWC) and Net Current Asset Value (NCAV).
  • All of these stocks are very cheap in relation to their assets, trading for less than their liquidation value.  Includes stocks from around the world in addition to the U.S.

    SINLetter Merger Mondays

  • Potential arbitrage opportunities
  • In addition to writing a great newsletter, the blog also keeps track of current merger activity.
  • Each Monday, Suria chronicles the newest merger announcements, completions, and deal terms and is a great resource for finding potential arbitrage opportunities.

    Fat Pitch Financials Contributor Corner

  • Stock arbitrage & special situation opportunities for small time investors.
  • For a modest fee, subscribers get access to one of the most up to date sources for going private transactions, tender offers, mergers, and spinoffs.
  • Contributor’s Corner provides a community for small-time investors to stay up to date with these obscure transactions.

    Bankrupt and Distressed (BAD) Research & Due Diligence

  • Bankruptcy and distressed investing message board.
  • Buried within InvestorsHub.com, the BAD board is a gem for investors looking to get into bankruptcies or distressed securities.
  • This type of investing provide the potential for outsized returns but may require sifting through hundreds of pages of complicated legal documents – the board provides outstanding analysis.

Disclosure

I earn a referral fee if the OSV spreadsheets or a Screener.com subscription are purchased through the links above. As a general rule, I only endorse products that I use (in this case, every single day!)