StoneRecord collects the holdings, letters and earnings calls of top overseas value investors and turns them into plain Chinese (and English) summaries. This page helps you get started — no deep investing background needed.
Start with a theme, company or institution you want to understand: (1) browse related sources in the Signal Graph; (2) compare institutional views, holdings disclosures and management commentary, checking dates, disagreements and risks; (3) read the summaries and follow the original links for context. The graph organizes information; its ordering is not an investment recommendation.
Open the Signal Graph →Currently 9 value-investing "letter writers" (Marathon, Hosking, TCI, and others). On any card or article, the ⓘ next to an institution name shows who founded it and its style.
Browse all their research →13F: a U.S. SEC filing that managers overseeing more than $100M must submit each quarter, disclosing their U.S. stock holdings — how we track what institutions are buying and selling.
Convergence: several covered institutions discuss or hold a company related to the same theme. Shared coverage does not imply agreement; compare their dates, reasons and disagreements.
Signal score: a site metric aggregating institutional views, 13F holdings and 13D disclosures for sorting and browsing. A higher score reflects more aggregated source coverage, not greater investment merit or more certain returns.
Cross-referenced sources: a company has both published institutional views and holdings disclosures available to read. These may come from different managers and reporting periods; the association does not validate a view or constitute a trading signal.
Earnings call: the quarterly call a company holds with analysts after reporting results, where management walks through the numbers and takes questions.
Holdings from SEC EDGAR 13F filings, letters from each firm's own site, earnings-call notes from Motley Fool — all auto-translated and refreshed weekly.
The site updates automatically every Monday (new research, 13F holdings, the signal graph). Two ways to keep up: (1) RSS — subscribe with any reader (Follow / Feedly / NetNewsWire), one feed for research and one for 13D/G signals; (2) RedNote — weekly picks are posted on the official account.
StoneRecord is an independent personal project, built by an individual investor with years of overseas-market research experience. It grew out of a belief in long-termism: reading primary sources and learning from genuinely patient capital beats chasing market noise — and language should not stand between readers and the world's best investment thinking.
The site is entirely free, has no affiliation with any covered institution, sells no stock tips or paid groups, and carries no conflicts of interest. Everything here is an organized digest of public information, for research only.
Summaries are AI-generated and may contain errors — always verify against the originals, which are linked on every page. Spotted a mistake? Email us (with the article link) and we'll fix it promptly; content is removed immediately upon a rights holder's request. Contact: zishengtong@gmail.com
This site aggregates public information for research only and is not investment advice. Investing involves risk; make your own decisions.