With the dream of one day joining the ranks of investors with long term superior investment performance, I’ve compiled a massive list of resources I’ve used previously and continue to use to help me improve. My objective is to build this part of the BHI blog into a reference section with links to articles, blogs, books, and other tools to help other investors as they learn about value investing. Over the years I’ve bookmarked and categorized hundreds of articles on various sites and blogs and I’ll begin to post useful info on the pages under this section.

My goal is to get better each day. I believe long term returns come from having a process-oriented simple routine that allows you to execute a strategy that is based on a concept that has an inherent permanent advantage. Having a process-oriented routine is what “Base Hit Investing” is all about. We strive to have a structured method that is simple, repeatable, and founded in proven fundamental concepts.

Once the routine is in place, it’s about hitting base hits day after day, and compounding not just your capital, but your knowledge and skill level. A big part of my routine revolves around reading, which is crucial to getting better. I will be using this as my own reference section and I hope others will find it helpful to refer back to from time to time as well.

Check out these pages for some information that you hopefully find helpful:

2 Responses to Learning

  1. Jamil says:

    Hi John,

    Thanks for the time you take to make these notes and freely share your knowledge with the world. You totally rock! What I’d really like from you are suggestions of books that could help me develop the technical ability to analyse financial statements and regulatory filings. I’ve read “The Intelligent Investor”, but I found it to be more investment philosophy than technique (same goes for the great investment books by Fisher, Howard Marks etc). It teaches you how to think about investing, but not how to do it. I’m not an accounting major so this is quite tough for me. I’ve tried to read some accounting textbooks, so I know, more or less, how the pieces fit together; but making the leap from merely being able to read statements, to analysing them with a view to determining a rough intrinsic value is somehow elusive. Any recommendations? Thanks.

    • John Huber says:

      Hi Jamil,

      I’d recommend taking an accounting course. If you are a beginner, check out Khan Academy. They have a plethora of beginner resources on a variety of subjects including finance, economics, mathematics, accounting, and more. They have quick videos that will introduce you to the subject of accounting and how to read financial statements, and I think that will be helpful. There is also a site called Coursera that has free online courses at various top quality universities, taught by professors that teach at those institutions. I’d recommend taking an accounting course there, or somewhere else.

      I will say this… value investing is a fairly simple concept. Basic math, an understanding of accounting, etc… the real “learning” comes from doing it. I don’t think there is any substitute for just putting in the hours reading 10-K’s, talking to people, reading trade magazines, and then just sitting in a room for hours and thinking. And then finally, learning from your experiences (both good and bad).

      It’s a process, but it’s a lot of fun, and I wish you the best of luck.

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