Best Investment Research Sources?
Anyone have some recommendations for where to find good buy-side investment research papers? Something like Seeking Alpha but higher quality research..SumZero would be perfect but it looks like even the pay service is closed for now.
I found some firms that post their research online such as http://presciencefunds.com/research/ , does anyone have a source that aggregates research like this?
SeekingAlpha does have some high-quality stuff occasionally. Most of the time it moves markets as well.. I've seen stocks go up 30%-50% just off of one article or even a well-known publisher saying he's long. Although it is interesting that Einhorn has now sued them..
For example, this article -- http://seekingalpha.com/article/2077693-best-short-idea-in-2014-organov… -- was on my newsfeed and is very high quality.
I am guessing that you mean bottom up research, in which case the original sources, just read the footnotes, are always the best, but if you are looking for data, IMO, Morning Star is the best.
http://www.valueinvestorsclub.com/value2/
Look through old HF presentations and investor letters. Barron's weekly paper will occasionally have a really good in-depth piece about a stock. Value Investor Insight (Tilson's paper) is good, though it can get a little pricey.
Research Sources (Originally Posted: 12/16/2016)
Hey everybody
I would appreciate it if anyone could tell me what or where are you doing your research?
What are the things you are looking up? Sector growth rate? Differences beetween competitors?
I try to understand what is Equity Research about? (Besides the valuation, finance modeling)
Best regards Freddy
Nobody? :-/
Assuming you are at a decent shop, you are doing most of your work on a Terminal. SEC filings like directly to them as well (read natively within the software). Sell-side estimates are there to do a sanity check.
I know of cheaper alternatives that can do aggregate research like Sentieo, you might wanna check that out for easy research and comparison of multiples, comps.
Consectetur illo sint totam at quia similique numquam earum. Assumenda consequatur eius illo qui qui assumenda impedit hic. Dignissimos qui delectus consequatur.
Maxime saepe ut culpa tempora temporibus sit. Libero et omnis voluptas aut qui quia. Voluptas est animi consequatur optio.
Sunt est consequuntur est quae amet. Nostrum id expedita fugit pariatur numquam et. Enim a qui molestias excepturi dolores. Doloribus amet voluptatem recusandae ea aut. Velit qui necessitatibus quisquam. Non repudiandae ut beatae sed possimus.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...