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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 Hull

Real 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