VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Thursday, September 25, 2025
Top Playbooks & Case Studies Tools for Investing
Community-ranked playbooks & case studies software ordered by net upvotes with starred picks breaking close calls.
Every entry here is part of our living directory of playbooks & case studies software for investors, traders, and analysts. We surface tools that earn consistent upvotes from the community, highlight trusted platforms we’ve personally vetted, and track popularity shifts so research, screening, and execution workflows stay current. Use this page to compare pricing tiers, platforms, and capabilities side by side, then dive into individual reviews for deeper due diligence.
Explore more tools
Use this shortlist to zero in on the playbooks & case studies standouts, then pop over to the Find My Moat home page for curated collections, AI-guided discovery, and deep comparison filters across more than 205 investing tools. It’s the quickest way to shape a modern research, screening, and execution stack without getting lost in tabs.
Ranked tools
- 1
A free, curated archive of hedge fund presentation PDFs — including well-known decks from Pershing Square and others. The site also hosts companion archives of activist letters and investing videos. It’s a deep content library, not a data feed or API.
Pricing: FreePlatforms: WebCategories: Education • Playbooks & Case Studies • Videos • Blogs
- 2
A research library of executive interviews created for long-term fundamental investors. The free plan (forever free) includes around 40+ interviews per year and a weekly newsletter, while paid membership unlocks the full library, additional research, and integration with podcast apps. The Partner program lets clients commission and publish interviews (with a short exclusivity window) or keep them private; interviews typically cost $500 each.
Pricing: Free, SubscriptionPlatforms: WebCategories: Transcripts • Videos • Playbooks & Case Studies • Newsletters • Blogs
- 3
A free educational resource offering tutorials, curated reading, and essays on timeless lessons from great investors. Includes a blog and newsletter sign-up. All content is informational and intended to inspire better investing habits — not financial advice.
Pricing: FreePlatforms: WebCategories: Education • Blogs • Newsletters • Playbooks & Case Studies
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.