A useful value-investing research library helps you check claims, understand a business, and document a valuation. Begin with the Value Investing guide, then choose resources according to the question you are trying to answer.
Start with company filings
Use SEC EDGAR to locate annual reports, quarterly reports, and material-event filings for US-reporting companies. Record the reporting period and filing date separately. Reconcile the quantities in a third-party thesis to the actual statements and notes.
Our microcap 10-Q checklist and dilution-risk guide show where to focus an initial review. The site's screeners help find questions to investigate; a screen is not a substitute for those filings.
Read original shareholder letters
Berkshire Hathaway's shareholder-letter archive lets readers study the original reasoning behind its investment discussions. Read letters in their historical setting and distinguish a durable analytical principle from a company-specific observation made years ago.
For a starting comparison, use Graham, Buffett, and Munger's research approaches and value versus growth investing.
Books and long-form study
Common starting references include Benjamin Graham's The Intelligent Investor, Graham and David Dodd's Security Analysis, and Bruce Greenwald and coauthors' Value Investing: From Graham to Buffett and Beyond. Check the edition, author list, and contents through a publisher or library before selecting a copy. Columbia's value-investing history provides context for the tradition behind this reading list.
If a search brought you here looking for a book PDF, use a publisher, library, or other authorized source. This page provides an original research workflow and links; it does not host those books.
Communities and specialist publications
Value Investors Club publishes investment ideas and discussions. Value Investor Insight is a publication featuring investment ideas and interviews. These are separate services, not sections of NetNetScanner; consult their own sites for current access arrangements.
Community discussion, including Reddit's value-investing communities, can reveal counterarguments and unfamiliar businesses. Check the date, evidence, assumptions, and incentives behind a post. Popularity alone does not settle a valuation question.
A research-source checklist
| Before relying on a source | What to record |
|---|---|
| Is it original or a retelling? | Link to the filing, letter, or underlying calculation |
| Is the information current enough? | Statement dates, publication date, and subsequent events |
| Are units consistent? | Currency, millions versus raw units, basic versus diluted shares |
| What would contradict the thesis? | An explicit downside case and evidence to monitor |
Apply the checklist to dividend valuation or net-net risk, then write your own conclusion before comparing it with another author's recommendation.