This is a short post to share some of the books I have studied on value investing and valuation. There is a wealth of information and knowledge locked up in these books. I will start with some of the classics, but the list also includes more modern approaches to value investing.
My reading list (I read and re-read most of these books all the time):
Be Extraordinary!
Myles Rennie
- Security Analysis – Benjamin Graham and David Dodd
- The Intelligent Investor – Benjamin Graham
- The Interpretation of Financial Statements - Benjamin Graham
- Common Stocks and Uncommon Profits – Philip Fisher
- Conservative Investors Sleep Well - Phillip Fisher
- The Theory of Investment Value – John Burr Williams
- The Snowball: Warren Buffett and the Business of Life – Alice Schroeder
- Berkshire Hathaway Annual Reports
- The Essays of Warren Buffett: Lessons for Corporate America
- The Warren Buffett Way – Robert Hagstrom
- The Warren Buffett Portfolio - Robert Hagstrom
- One Up on Wall Street – Peter Lynch
- The New Buffettology – Mary Buffett and David Clark
- The Warren Buffett Stock Portfolio - Mary Buffett and David Clark
- How to Pick Stocks Like Warren Buffett - Timothy Vick
- Wall Street on Sale - Timothy Vick
- The Triumph of Value Investing – Janet Lowe
- Value Investing: From Graham to Buffett and Beyond – Bruce Greenwald
- Competition Demystified - Bruce Greenwald
- Applied Value Investing – Joseph Calandro
- New Era Value Investing – Nancy Tengler
- The Conscious Investor: Profiting from the Timeless Value Approach – John Price
- Damodaran on Valuation – Aswath Demodaran
- Investment Valuation: Tools and Techniques for Determining the Value of Any Asset – Aswath Demodaran
- The Dark Side of Valuation: Valuing Young, Distressed, and Complex Businesses - Aswath Demodaran
- The Little Book of Valuation - Aswath Demodaran
- Come into my Trading Room - Dr Alexander Elder
- The Guru Investor - John Reese, Jack Forehand
- Valuation: Measuring and Managing the Value of Companies - McKinsey
- Bejamin Graham and the Power of Growth Stocks - Frederick Martin, Nick Hansen, et al.
- Modeling Structured Finance - Keith Allman
- Corporate Valuation Modeling - Keith Allman
- The Little Book of Value Investing - Christopher Browne
Be Extraordinary!
Myles Rennie