S&S Guide
The starting framework for understanding a company, its business model, industry structure, competitive position, and key risks.
- First company screen
- Business description
- Industry overview
- Qualitative research
Coming soon
Learning Hub
Learn Value Investing
A curated resource library for BSVI members: books, fund managers, write-ups, podcasts, and proprietary research guides to build a rigorous investment research process.
“The best investment you can make is an investment in yourself. The more you learn, the more you’ll earn.”
The BSVI Learning Loop
- 1Read
- 2Study
- 3Analyze
- 4Write
- 5Discuss
- 6Improve
Library
Explore our resources
Books
Foundational texts on investing, accounting, valuation, psychology, and more.
Explore booksInvestors
Investors and funds worth studying for their letters, interviews, and philosophy.
Explore investorsWrite-up sources
Where to read real investment theses and company analyses.
Explore write-upsPodcasts
Curated podcasts and episodes for continuous learning on the go.
Explore podcastsBSVI Guides
Our internal research frameworks and analysis templates.
Explore guidesGetting started
Confused? Start here.
Four handpicked resources to help you get started. In just a few hours you will learn:
- 1The foundational concepts of value investing
- 2The scuttlebutt framework, and how growth is a part of value
- 3What a deep analysis sounds like
- 4How write-ups from some of the best value investors are structured
Proprietary
BSVI Research Guides
Our proprietary guides to take you from business analysis to investment judgment.
Finance Standard
The standard BSVI framework for analyzing financial statements, profitability, cash generation, capital intensity, and leverage.
- Financial statement analysis
- Quality of earnings
- Return on capital
- Working capital and margins
Coming soon
Finance Value
The advanced guide for valuation, expected return, downside protection, and investment decision-making.
- Valuation
- Expected return
- Margin of safety
- Scenario analysis
Coming soon
Have a resource to suggest?
Help the BSVI community grow by suggesting books, investors, podcasts, or other resources.