reddit 上看到一个很棒的 value investing 书单,推荐给有缘人。
Accounting
Accounting For Value - Stephen Penman
Analysis for Financial Management - Robert Higgins
Interpretation of Financial Statements - Benjamin Graham
Financial Shenanigans - Howard Schilit
Financial Statements - Thomas Ittelson
Behavioural Finance
Fooled By Randomness - Nassim Taleb
Predictably Irrational - Dan Ariely
Thinking, Fast and Slow - Daniel Kahneman
Why Smart People Make Big Money Mistakes - Gary Belsky
Biographies
Cable Cowboys - Mark Robichaux
Poor Charlie's Almanack - Charlie Munger
Snowball - Alice Schroeder
The Life and Timeless Financial Wisdom of Benjamin Graham - Joe Carlen
The Outsiders - William Thorndike
Business Analysis
Competition Demystified - Bruce Greenwald
Competitive Advantage - Michael Porter
Competitive Strategy - Michael Porter
Distressed Investing
Bankruptcy Investing - Ben Branch
Corporate Financial Distress and Bankruptcy - Edward Altman
Creating Value Through Corporate Restructuring - Stuart Gilson
Distressed Debt Analysis - Stephen Moyer
Distress Investing - Martin Whitman
The Aggressive Conservative Investor - Martin J Whitman
The Art of Distressed M&A - Peter Nesvold
The Vulture Investors - Hilary Rosenberg
Fixed Income
Fixed Income Analysis - Frank Fabozzi
Interest Rate Markets - Siddhartha Jha
The Bond Book - Annette Thau
The Handbook of Fixed Income Securities - Frank Fabozzi
History
A History of Financial Speculation - Edward Chancellor
A Short History of Financial Euphoria - Kenneth Galbraith
Barbarians at The Gate - Bryan Burruough
Irrational Exuberance - Robert Shiller
Liar&# 39;s Poker - Michael Lewis
Manias, Panics and Crashes - Charles Kindleberger
Money of the Mind - James Grant
Oil 101 - Morgan Downey
The Box - Marc Levinson
The Prize - Daniel Yergin
The Big Short - Michael Lewis
The Great Crash of 1929 - Kenneth Galbraith
The Panic of 1907 - Robert Brunner
The Predators Ball - Connie Bruck
This Time Is Different - Rogoff & Reinhart
Too Big to Fail - Andrew Ross Sorkin
US Bank Deregulation in A Historical Perspective - Charles Calomiris
When Genius Failed - Roger Lowenstein
Options
Options, Futures & other Derivatives - John HullReal Estate Investing
A Case Study Approach - William Poorvu
Commercial Real Estate Analysis - David Geltner
Creating and Growing Real Estate Wealth - William Poorvu
Real Estate Finance & Investments - William Brueggeman
Risk Management
A Demon of Our Own Designs - Richard Bookstaber
A Practical Guide to Risk Management - Thomas Coleman
Against The Gods - Peter Bernstein
Antifragile - Nassim Taleb
The Black Swan - Nassim Taleb
Valuation
Investment Valuation - Aswath Damodaran
Security Analysis and Business Valuation on Wall Street - Jeffrey Hooke
The Dark Side of Valuation - Aswath Damodaran
Valuation - McKinsey & Co
Value Investing
Applied Value Investing - Joseph Calandro
Beating The Street - Peter Lynch
Buffett Beyond Value - Prem Jain
Common Stocks and Uncommon Profits - Philip Fisher
Confidence Game - Christine Richard
Fooling Some of the People All of The Time - David Einhorn
From Graham to Buffett and Beyond - Bruce Greenwald
Margin of Safety - Seth Klarman
Manual of Ideas - John Mihaljevic
One Up On Wall Street - Peter Lynch
Security Analysis - Benjamin Graham
The Essays of Warren Buffett - Warren Buffett
The Intelligent Investor - Benjamin Graham
The Little Book That Beats The Market - Joel Greenblatt
The Most Important Thing - Howard Marks
The Value Investors - Bruce Greenwald
The Warren Buffett Way - Robert Hagstrom
You Can Be A Stock Market Genius - Joel Greenblatt