Further Reading

A curated book list for investors. Topics are far ranging from general investing, behavioral psychology, case studies, valuation techniques, business biographies, market history and more. The links are all to amazon, but like any good value investor I suggest shopping around (Thriftbooks.com is my favorite for used books). If you have any recommendations for the list please send them over.

• The Great Investors (Arnold)

• How to Use Financial Statements (Bandler)

• Determining Value (Barker)

• Against the Gods (Bernstein)

• Bankruptcy Investing (Branch)

• Business Adventures (Brooks)

• The Little Book of Value Investing (Browne)

• Barbarians at the Gate (Burrough)

• Applied Value Investing (Calandro)

• The Acquirer’s Multiple (Carlisle)

• Capital Returns (Chancellor)

• Titan (Chernow)

• Influence (Cialdini)

• The Tao of Charlie Munger (Clark)

• Built to Last (Collins)

• Good to Great (Collins)

• Dream Big (Correa)

• The Essays of Warren Buffett (Cunningham)

• Quality Investing (Cunningham)

• Narrative and Numbers (Damodaran)

• The Little Book of Valuation (Damodaran)

• Lessons from the Titans (Davis)

• The Little Book That Builds Wealth (Dorsey)

• The Five Rules for Successful Stock Investing (Dorsey)

• Contrarian Investment Strategies (Dreman)

• Thinking in Bets (Duke)

• Fooling Some of the People All of the Time (Einhorn)

• Winning the Loser’s Game (Ellis)

• Common Stocks and Uncommon Profits (Fisher)

• Stock Market Logic (Fosback)

• Financial Statement Analysis (Fridson)

• A Short History of Financial Euphoria (Galbraith)

• The Great Crash 1929 (Galbraith)

• Buffett’s Early Investments (Gardner)

• Stress Test (Geithner)

• Who Says Elephants Can’t Dance (Gerstner)

• There’s Always Something To Do (Gill)

• Security Analysis (Graham)

• The Intelligent Investor (Graham)

• The Interpretation of Financial Statements (Graham)

• Railroader (Green)

• Richer, Wiser, Happier (Green)

• You Can be a Stock Market Genius (Greenblatt)

• The Big Secret for the Small Investor (Greenblatt)

• The Little Book That Beats the Market (Greenblatt)

• Common Sense (Greenblatt)

• Value Investing: From Graham to Buffett and Beyond (Greenwald)

• Competition Demystified (Greenwald)

• The Warren Buffett Way (Hagstrom)

• Capitalism Without Capital (Haskel, Westlake)

• The New Finance (Haugen)

• The Art of Value Investing (Heins, Tilson)

• 7 Powers (Helmer)

• Security Analysis on Wall Street (Hooke)

• The Psychology of Money (Housel)

• Same as Ever (Housel)

• Noise (Kahneman)

• Thinking Fast and Slow (Kahneman)

• Active Value Investing (Katsnelson)

• Margin of Safety (Klarman)

• Of Permanent Value (Kilpatrick)

• On the Hunt for Great Companies (Kold)

• Valuation (Koller, Goedhart, Wessels)

• In the Plex (Levy)

• The Big Short (Lewis)

• Liar’s Poker (Lewis)

• Flash Boys (Lewis)

• Understanding Wall Street (Little, Rhodes)

• Tap Dancing to Work (Loomis)

• Damn Right (Lowe)

• Value Investing Made Easy (Lowe)

• Buffett: The Making of an American Capitalist (Lowenstein)

• When Genius Failed (Lowenstein)

• One Up On Wall Street (Lynch)

• Beating the Street (Lynch)

• Mastering the Market Cycle (Marks)

• The Most Important Thing (Marks)

• Good Stocks Cheap (Marshall)

• Expectation Investing (Mauboussin)

• More than You Know (Mauboussin)

• 100 Baggers (Mayer)

• Wealth of Wisdom (McCullough)

• Shaky Ground (McLean)

• All the Devils Are Here (McLean, Nocera)

• The Smartest Guys in the Room (McLean, Elkind)

• The Complete Financial History of Berkshire Hathaway (Mead)

• The Manual of Ideas (Mihaljevik)

• The Little Book of Emerging Markets (Mobius)

• Poor Charlie’s Almanack (Munger)

• A Piece of the Action (Nocera)

• Quality of Earnings (O’Glove)

• The Dhandho Investor (Pabrai)

• Business Analysis and Valuation (Palepu, Healy, Peek)

• On the Brink (Paulson)

• The Little Book of Investing Like the Pros (Pearl, Rosenbaum)

• 100 to 1 in the Stock Market (Phelps)

• Buying at the Point of Maximum Pessimism (Phillips)

• Competitive Advantage (Porter)

• Competitive Strategy (Porter)

• Fortunes Formula (Poundstone)

• What I Learned About Investing From Darwin (Prasad)

• The Loyalty Effect (Reichheld)

• Confidence Game (Richard)

• Cable Cowboy (Robichaux)

• Investment Biker (Rogers)

• The Halo Effect (Rosenzweig)

• The Snowball (Schroeder)

• Hedge Fund Market Wizards (Schwager)

• Where are the Customers’ Yachts? (Schwed Jr)

• Where the Money Is (Seessel)

• Private Equity Deals (Seides)

• The Future For Investors (Siegel)

• Stocks for the Long Run (Siegel)

• How the World Really Works (Smil)

• Accounting for Growth (Smith)

• Investing for Growth (Smith)

• Too Big to Fail (Sorkin)

• The Alchemy of Finance (Soros)

• Humble on Wall Street (Sosnoff)

• The Education of a Value Investor (Spier)

• The Everything Store (Stone)

• Unconventional Success (Swenson)

• Fooled by Randomness (Taleb)

• The Black Swan (Taleb)

• Antifragile (Taleb)

• The Bed of Procrustes (Taleb)

• Skin in the Game (Taleb)

• Investing the Templeton Way (Templeton)

• The Outsiders (Thorndike)

• The Bank Investor’s Handbook (Tobik, Yellen)

• How to Read a Financial Report (Tracy)

• Money Masters of Our Time (Train)

• Keeping At It (Volcker)

• Common Stocks and Common Sense (Wachenheim)

• Made in America (Walton)

• Jack: Straight From the Gut (Welch)

• The Aggressive Conservative Investor (Whitman)

• Modern Security Analysis (Whitman)

• Distress Investing (Whitman)

• Value Investing: A Balanced Approach (Whitman)

• The Theory of Investment Value (Williams)

• The King of Cash (Winans)

• The Greatest Trade Ever (Zuckerman)