Letters and Reviews adds 13F, and Blogs coverage that Magic Formula Investing skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Wednesday, October 29, 2025
Tool Comparison
Letters and Reviews vs Magic Formula Investing comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Magic Formula Investing includes Screeners categories that Letters and Reviews omits.
In depth comparison
Letters and Reviews
lettersandreviews.blogspot.com
Free, personal curation site that aggregates **fund manager letters**, tickers mentioned in those letters, and **quarterly 13F** filer lists the author follows. Each quarter page links to original letters and maps tickers to quick‑reference pages; some 13F pages embed holdings tables and activity (new/increased/decreased/sold) for many managers. Also includes a small **Podcasts** list. No accounts, alerts, exports, or API—think link‑hub for primary sources rather than a data platform.
Categories
Platforms
Web
Pricing
Free
Quick highlights
- Quarterly **Fund Manager Letters** pages with the fund name, date, and a ‘Stocks Mentioned’ column (tickers link out for quick lookup).
- Quarterly **13‑F pages** the author reads, with many entries including holdings tables and position‑change flags (e.g., NEW / Sold Out / % of portfolio).
- Lightweight **About** page clarifies the goal: stock‑idea discovery from letters; author shares links and invites tips via @_iinvested.
- A small **Podcasts** page curating investing/finance episodes the author plans to re‑listen to.
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Magic Formula Investing
magicformulainvesting.com
Free stock screener based on Joel Greenblatt’s Magic Formula strategy. Covers only U.S.-listed equities, excluding financials and utilities. Users choose a minimum market cap and get either 30 or 50 ranked results. Prices are updated daily on trading mornings, and fundamentals refresh quarterly. Free registration is required.
Categories
Platforms
Web
Pricing
Free
Quick highlights
- Straightforward screener with only two inputs: minimum market cap (USD, millions) and number of results (30 or 50).
- Universe restricted to U.S.-listed equities, excluding financial and utility companies.
- Ranks companies on two factors: high earnings yield (low P/E) and high return on capital, with minor accounting adjustments.
- Update cadence: price data refreshed daily around 8:00 AM ET on trading days; financial data updated quarterly.
- Underlying data source is S&P Compustat. Official guidance suggests focusing on larger caps for less volatility and holding at least 20 stocks.
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Where they differ
Letters and Reviews
Distinct strengths include:
- Quarterly **Fund Manager Letters** pages with the fund name, date, and a ‘Stocks Mentioned’ column (tickers link out for quick lookup).
- Quarterly **13‑F pages** the author reads, with many entries including holdings tables and position‑change flags (e.g., NEW / Sold Out / % of portfolio).
- Lightweight **About** page clarifies the goal: stock‑idea discovery from letters; author shares links and invites tips via @_iinvested.
- A small **Podcasts** page curating investing/finance episodes the author plans to re‑listen to.
Magic Formula Investing
Distinct strengths include:
- Straightforward screener with only two inputs: minimum market cap (USD, millions) and number of results (30 or 50).
- Universe restricted to U.S.-listed equities, excluding financial and utility companies.
- Ranks companies on two factors: high earnings yield (low P/E) and high return on capital, with minor accounting adjustments.
- Update cadence: price data refreshed daily around 8:00 AM ET on trading days; financial data updated quarterly.
Feature-by-feature breakdown
| Attribute | Letters and Reviews | Magic Formula Investing |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Stock Ideas Unique: 13F, Blogs | Shared: Stock Ideas Unique: Screeners |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web |
Pricing High-level pricing models | Free | Free |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Letters and Reviews and Magic Formula Investing both support?
Both platforms cover Stock Ideas workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Letters and Reviews and Magic Formula Investing require subscriptions?
Both Letters and Reviews and Magic Formula Investing keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Letters and Reviews and Magic Formula Investing?
Both Letters and Reviews and Magic Formula Investing prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
Letters and Reviews differentiates itself with Quarterly **Fund Manager Letters** pages with the fund name, date, and a ‘Stocks Mentioned’ column (tickers link out for quick lookup)., Quarterly **13‑F pages** the author reads, with many entries including holdings tables and position‑change flags (e.g., NEW / Sold Out / % of portfolio)., and Lightweight **About** page clarifies the goal: stock‑idea discovery from letters; author shares links and invites tips via @_iinvested., whereas Magic Formula Investing stands out for Straightforward screener with only two inputs: minimum market cap (USD, millions) and number of results (30 or 50)., Universe restricted to U.S.-listed equities, excluding financial and utility companies., and Ranks companies on two factors: high earnings yield (low P/E) and high return on capital, with minor accounting adjustments..
Keep exploring
Keep exploring
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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.