Investing Tools

🧰 Research tools (use cases):

• roic.ai (historical financials, ratios)

• Finviz (stock screening)

• Fund diligence (I teach you on how to parse these in my course)

  • Whalewisdom (hedge fund stock ownership analysis)

  • Morningstar (mutual fund stock ownership analysis)

  • Form IAPD (fund process, owner, AUM, etc.)

• OpenInsider (insider transactions)

• SEC Edgar (SEC filings)

📰 Blogs (niche):

• Clark Street Value (special situation)

• Stratechery with Ben Thompson (TMT)

• Farnam Street (philosophy and thinking)

• Reddit Hedge Fund Letters (just change the quarter/year for the latest)