If you're like me, you will have two reasons for clicking on this article:
- You want to compound your knowledge, and
- You want to improve your returns from investing on the ASX
Unfortunately, if you're also like me, you don't have enough time in the day to read everything in the media.
Basically, you need to sort the wheat from the chaff. You need to find the best sources of information (blogs, podcasts, news) and follow along for a few minutes throughout your day.
By 'best' I mean:
- A concise repository of investing knowledge
- An entertaining writing style
- A transparent and candid analysis of an important issue, and
- An appreciation of the writer's motivation for producing quality content
Over the years, I have put together a list of my favourite online resources.
I have tried to keep the following resources relevant to Australian and ASX investors.
4 top investing blogs to improve your share market returns
In no particular order:
- Collaborative Fund – Morgan Housel
Anyone who's anyone in investing knows the name Morgan Housel. A former Motley Fool columnist and now venture capitalist. His writing is super easy-to-follow, which is refreshing in the modern financial world. Importantly, his writing forces you to think outside the box without any effort whatsoever on your behalf.
Also in the US, the Farnham Street Blog is one of the best you'll ever find on the topic of continuous learning.
- Bronte Capital – John Hempton
I certainly do not agree with everything John Hempton writes, but it is a good thing because it challenges me and it is entertaining.
The Bronte blog comes at investing from a deeply analytical yet global perspective. For context, the company uses a "long-short" strategy, meaning it will take positions to profit from increasing share prices as well as falling share prices.
- Find The Moat – Unknown
I don't know who runs this ASX-focused blog, but it's worth tuning in for the periodic updates.
The site says the author runs a private long-short fund, which helps explain his or her ability to identify and critique the 'central purpose' of a company. As the name suggests, the author provides thought-provoking answers to the most important investing question of all: "What is the company actually doing for its customers?". Find The Moat's dissection of Afterpay Touch Group Ltd (ASX: APT) was enlightening.
- Peters MacGregor – blog
I really like the investing team at Sydney-based Peters MacGregor, who are global investors. They articulate their investing theses very well and will rarely/never refer to a company/business as a "stock". That's because they are investing long-term in high-quality companies.
This isn't a promotional plug. Put simply, I find their blog provides engaging short videos and articles.
Another good one is Base Hit Investing.
Foolish Takeaway
In case you're wondering, I'm not paid to tell you which blogs I like. And I have plenty of more great resources.
Nonetheless, if Australian share market investors read even one article from one of these sources every day I believe most of us would become a 2x better investor within a year.
That's because I believe if you focus on compounding your investing knowledge, you will compound your wealth even faster over time.
