On this page you’ll find a collection of free resources, including the checklist and spreadsheet I use almost every day and dozens of back issues of my monthly newsletter:
Defensive Value Investing Checklist
This is the checklist I use before making any buy or sell decisions for my personal portfolio and the UK Value Investor Million Pound Portfolio. It's a concise overview of my entire investment process summarised as:
Unilever Pre-Purchase Review
This review of Unilever is an extract from the December 2020 issue of my monthly newsletter. It's a good example of the level of detail I like to go into before investing in a company.
Checklist and Spreadsheet Templates
Feel free to use these templates in your own investment research. They're Google documents so you can either make a copy or download them in Microsoft Excel and Word format, or other formats.
UK Value Investor Newsletter Archive
Here are some sample issues of my monthly newsletter, going from five years ago all the way back to the first issue in 2011. At the start of each new year I'll release another year from the archive and add it here.
To see the latest issues you'll need to subscribe to my monthly newsletter.