The Stock Idea Farm

If my friend Wes keeps it up he will soon be publishing more than Harry Kat (whose titles, including some Spice Girls themed, are the academic versions of Altucher’s blog posts).  He just put out another paper on whether buy side ideas from SumZero have any value ( Do Buy-Recommendations Have Investment Value?).  This follows up an earlier paper on the value of picks (Do Fund Managers Identify and Share Profitable Ideas?) from Greenblatt’s Value Investing Club site.  Short answer is they both do.

Some good resources places to look to expand your stock screening ideas and building out your stock idea farm.


AFG Research (Summer)

Ira Sohn (Summer)

Value Investing Congress (Spring Omaha/LA, Fall NYC)


Blogs and Newsletters:

Hedge Fund Letters

Market Folly


James Altucher

CXO Advisory


Zero Hedge

ValueInvestor and SuperInvestor Insight

Books and Further Readings


Reading Lists