Discussion in 'Economics' started by crgarcia, Sep 1, 2008.
Some books, websites, reports, newsletters that you recommend?
Lectures of Ben Graham
Also, look around here.
Try the Commitment of Traders Report. It's by no means the grail, but does give a view of what big money is doing. It takes awhile to understand. I am still learning it.
Careful on that value investing. Wasn't Monish Pabrai a considered a genius until recently.
Damodaran has some stuff on FA. He has a lot of everything on there.
You could try Graham's book itself - "The Intelligent Investor". It's an old book so the writing style is different. I had a hard time reading it. That's the one Buffett recommends.
forget about it. its not worthwhile. trying to trade on fundamentals is a detriment. look at all of the great value guys funds. many are getting killed.
the simple truth is that many or most companies do their books in a way to keep people from figuring out what thay are doing.
I'm primarily a trader, so not the best for advice on value investing, but maybe take a look at Joel Greenblatt's book "The little book that Beats the Market". He has a very interesting take on fundamentals an how to analyse them as a value investor.
For commodities I'd recomend cbot.com,agdayta.com,futuresource.com,barchart.com and one cmegroup.com you can watch an order book. Not very fundamental but it gives you a good idea of what is going on.
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