Value investing has become an increasingly popular strategy among retail investors in recent years. With the rise of online communities like Reddit, there are now many great value investing blogs and subreddits that provide useful insights and discussions on this time-tested approach. In this article, we will explore some of the top value investing blogs and subreddits that serious investors should follow in 2023. These resources offer a wealth of knowledge on the key concepts and leading practitioners of value investing, from Benjamin Graham’s teachings to modern thought leaders like Mohnish Pabrai. By regularly reading these blogs and participating in subreddit discussions, investors can continuously improve their understanding of value investing principles and stay up-to-date on the latest developments in this field. With hundreds of posts on value investing strategies, stock analyses, investor interviews and more, these are invaluable resources for honing one’s skills as an intelligent value investor.
Old School Value blog is one of the top value investing blogs
Run by Jae Jun, the Old School Value blog has become a staple for value investors looking to sharpen their craft. With detailed explanations of valuation methods, exclusive interviews with renowned value investors, and thoughtful stock analyses, this blog lives up to its name by focusing on the timeless principles of value investing laid out by Benjamin Graham and David Dodd. Some of the most popular article series include Valuation Guide 101, Investment Case Studies, and Undervalued Stock Screeners. Jun also shares insightful commentary on market news and valuations. Investors of all skill levels can learn a tremendous amount from reading through the Old School Value archives.
GuruFocus provides both free and premium value investing resources
GuruFocus is an excellent value investing blog started by Charlie Tian, a former software engineer. The site is particularly known for its database of investment holding information for top value investors and hedge fund managers, drawn from SEC filings. This allows subscribers to see which stocks the best in the business own and analyze their strategies. But GuruFocus also has a free blog with educational value investing articles and stock picks. Some blog topics worth reading include the Undervalued Predictable Company series, interviews with renowned value investors, and overviews of valuation techniques. The GuruFocus Premium service, while not free, unlocks useful tools for filtering stocks based on value criteria.
Value Investors Club offers exclusive ideas from top fund managers
Value Investors Club (VIC) is a members-only investment website that hosts writeups detailing investment theses from established fund managers. To gain access to VIC, investors must apply with references vouching for their experience and credibility within the value investing community. If accepted as members, they can read and discuss long investment ideas across a variety of sectors and geographies. These exclusive writeups provide valuable perspectives into the analysis and valuation processes of top value investors managing billions of dollars in capital. While the membership application process is rigorous, VIC provides perhaps the most insightful collection of value investing research and forums anywhere online once admitted.
WallStreetOasis value investing forum has an active community
With over 300,000 members, WallStreetOasis (WSO) has become a popular online community for finance professionals and enthusiasts to discuss markets, investing, and careers. Within the WSO forums, the value investing subsection contains active discussions on finding undervalued stocks, learning valuation techniques, and dissecting the approaches of famous value investors. While there is the occasional low-quality post, the sheer activity level and knowledgeable members make this a valuable forum for exchanging value investing ideas. Aspiring value investors can find camaraderie and feedback by sharing their investment theses and stock pitches with other members.
r/ValueInvesting and r/SecurityAnalysis are key Reddit subs
On Reddit, the r/ValueInvesting and r/SecurityAnalysis subreddits have emerged as go-to communities for value investing discussions. With close to 100,000 members each, these subs feature posts ranging from questions about basics of value investing to more advanced topics like intrinsic value estimation and investor psychology. The most insightful submissions often come in the form of investment theses, teardowns of popular stocks, and links to educational off-site resources. While there is the occasional low-effort post, the subs are overall great places for value investors to exchange ideas and stay informed. The r/ValueInvesting Discord channel is also worthwhile for more active discussions.
In summary, value investing continues to gain popularity among retail investors, and online blogs and forums are invaluable for learning this long-term, fundamentals-focused strategy. Old School Value, GuruFocus, Value Investors Club, WallStreetOasis and the major Reddit subs like r/ValueInvesting are leading communities that offer thoughtful perspectives, detailed analyses and camaraderie for aspiring value investors looking to hone their approach. By regularly engaging with these resources, investors can deepen their understanding of value investing and stay up-to-date on the latest trends.