book list 211

Buffett, Warren. "Berkshire Hathaway, Inc. Shareholder Letters, 1977-2010." BERKSHIRE HATHAWAY INC. <http://www.berkshirehathaway.com>.

Buffett, Warren. "Buffett Partnership Letters." 1959-1969. <www.ticonline.com/buffett.partner.letters.html>.

Buffett, Warren. "The Superinvestors of Graham-and-Doddsville." Hermes: The Columbia Business School Magazine Fall 1984: 4-15.

Fisher, Philip A. Common Stocks and Uncommon Profits. New York: John Wiley & Sons, 1996.

Graham, Benjamin, and David L. Dodd. Security Analysis: Principles and Technique. 2nd ed. New York: Whittlesey House, McGraw-Hill., 1940. Graham, Benjamin, and David L. Dodd. Security Analysis: Principles and Technique. 3rd ed. New York: McGraw-Hill, 195

Graham, Benjamin, and David L. Dodd. Security Analysis: Principles and Technique. 6th ed. New York: McGraw-Hill, 2009.

Graham, Benjamin, and Jerome Newman. "Graham-Newman Partner Letters."  1946-1958. <www.ticonline.com/graham-newman.partner.letters.html>.

Graham, Benjamin. The Intelligent Investor: A Book of Practical Counsel. 1973 Revised ed. New York: Harper & Row, 2003. Graham, Benjamin. The Intelligent Investor: A Book of Practical Counsel. 4th Revised ed. New York: Harper & Row, 1973.

Greenblatt, Joel. You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits. New York: Simon & Schuster, 1999.

Kahneman, Daniel. Thinking, Fast and Slow. New York: Farrar, Strauss and Giroux, 2011.

Klarman, Seth A. Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor. New York: Harper Business, 1991.

Lowenstein, Roger. Buffett: The Making of an American Capitalist. 1st ed. New York: Random House, 1996.

Marks, Howard. “Oaktree Memos from Our Chairman." Oaktree Capital Management, L.P. 1990-2011. <http://oaktreecapital.com/memo.aspx>.

Marks, Howard. The Most Important Thing: Uncommon Sense for the Thoughtful Investor. New York: Columbia University Press, 2011.

Tweedy, Browne & Co. What Has Worked in Investing: Studies of Investment Approaches and Characteristics Associated with Exceptional Returns. New York, Tweedy, Browne & Co.: 1992.

Bernstein, Peter L. Against the Gods: The Remarkable Story of Risk. New York: Wiley, 1998.

Browne, Christopher H. The Little Book of Value Investing. 1st ed. New York: John Wiley & Sons Inc, 2006.

Browne, Christopher. "Value Investing and Behavioral Finance." Presentation to Columbia Business School. Annual Graham and Dodd Breakfast. Columbia Business School, New York. 15 Oct. 2000.

Buffett, Warren. The Essays of Warren Buffett: Lessons for Corporate America. Ed. Lawrence A. Cunningham. Revised ed. New York: The Cunningham Group, 2001.

Chancellor, Edward. Devil Take the Hindmost: A History of Financial Speculation. London: Macmillan, 1999.

Graham, Benjamin and Spencer B. Meredith. The Interpretation of Financial Statements. New York: HarperBusiness, 1998.

Graham, Benjamin. "Security in an Insecure World." Lecture delivered at Town Hall, St. Francis Hotel, San Francisco. November 15, 1963.

Hagstrom, Robert G. The Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy. New York: Wiley, 1999.

Kahneman, Daniel, and Amos Tversky. Prospect Theory: An Analysis of Decision under Risk. Econometrica, XLVII (1979), 263-291.

Kahneman, Daniel, Paul Slovic, and Amos Tversky, eds. Judgment under Uncertainty: Heuristics and Biases. Cambridge: Cambridge U. Press, 1982.

Keynes, John Maynard. The General Theory of Employment, Interest and Money. London: Palgrave Macmillan, 1936.

Lowe, Janet. The Rediscovered Benjamin Graham: Selected Writings of the Wall Street Legend. 1st ed. New York: Wiley, 1999.

Lowenstein, Roger. When Genius Failed: The Rise and Fall of Long-Term Capital Management. New York: Random House, 2001.

Munger, Charles T. "Charles T. Munger’s Letters to Wesco Shareholders, 1997-2009." <http://www.wescofinancial.com>.

Munger, Charles T. Poor Charlie's Almanack: The Wit and Wisdom of Charles T. Munger. Ed. Peter D. Kaufman. Virginia Beach: Donning Co., 2005.

Schilit, Howard M., and Jeremy Perler. Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in Financial Reports. 3rd ed. New York: McGraw-Hill, 2010.

Schroeder, Alice. The Snowball: Warren Buffett and the Business of Life. New York: Bantam Books, 2008.

Staley, Kathryn. The Art of Short Selling. New York: Wiley, 1996. Staley, Kathryn. When Stocks Crash Nicely: The Finer Art of Short Selling. New York: HarperCollins, 1991.

Taleb, Nassim Nicholas. Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets. New York: Norton, 2001.

Bevelin, Peter. A Few Lessons for Investors and Managers from Warren E. Buffett. PCA Publishing, 2012.

Bevelin, Peter. Seeking Wisdom: From Darwin to Munger. 3rd ed. Sweden: PCA Publications, 2007.

Burry, Dr. Michael J. “Scion Capital Investor Letters.” 2000-2001; 2006; 2008. <http://www.scioncapital.com/index__letters.html>

Calandro, Joseph. Applied Value Investing: The Practical Application of Benjamin Graham and Warren Buffett's Valuation Principles to Acquisitions, Catastrophe Pricing and Business Execution. New York: McGraw-Hill, 2009.

Cialdini, Robert B. Influence: The Psychology of Persuasion. Revised Ed. New York: Harper, 2006.

Dreman, David N. Contrarian Investment Strategies - The Next Generation. New York: Simon & Schuster, 1998.

Einhorn, David. Fooling Some of the People All of the Time: A Long Short Story. Hoboken, NJ: J. Wiley, 2008.

Gawande, Atul. The Checklist Manifesto: How to Get Things Right. New York: Metropolitan Books, 2010.

Gilovich, Thomas. How We Know What Isn't So: The Fallibility of Human Reason in Everyday Life. New York: Free Press, 1993.

Grant, James. Mr. Market Miscalculates: The Bubble Years and Beyond. Mount Jackson, VA: Axios, 2008.

Greenblatt, Joel. The Big Secret for the Small Investor: A New Route to Long-Term Investment Success. New York: Crown Business, 2011.

Greenblatt, Joel. The Little Book That Beats the Market. Hoboken, NJ: Wiley, 2006.

Greenwald, Bruce, Judd Kahn, Paul Sonkin, and Michael Van Biema. Value Investing: From Graham to Buffett and Beyond. New York: Wiley, 2001.

Hagstrom, Robert G. Investing: The Last Liberal Art. New York: Texere, 2000. Hagstrom, Robert G. Latticework: The New Investing. New York: Texere, 2000.

Hagstrom, Robert G. The Warren Buffett Way. 2nd ed. Hoboken, NJ: John Wiley, 2005.

Lewis, Michael. The Big Short: Inside the Doomsday Machine. New York: W.W. Norton, 2010.

Lowe, Janet. Benjamin Graham on Value Investing: Lessons from the Dean of Wall Street. New York: Penguin Books, 1996.

Mackay, Charles. Extraordinary Popular Delusions and the Madness of Crowds. New York: Harmony Books, 1980.

Mahar, Maggie. Bull!  A History of the Boom, 1982-1999. New York: HarperCollins, 2003.

Mauboussin, Michael J. More Than You Know: Finding Financial Wisdom in Unconventional Places. New York: Columbia U. Press, 2007.

Mauboussin, Michael J. Think Twice: Harnessing the Power of Counterintuitiontion. Boston, MA: Harvard Business School Press, 2009.

McLean, Bethany and Peter Elkind. The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron. New York: Portfolio, 2004.

Montier, James. The Little Book of Behavioral Investing: How Not to Be Your Own Worst Enemy. Hoboken, NJ: Wiley, 2010.

Montier, James. Value Investing: Tools and Techniques for Intelligent Investment. West Sussex: Wiley, 2009.

Moyer, Stephen. Distressed Debt Analysis: Strategies for Speculative Investors. New York: J. Ross Publishing, 2004.

O'glove, Thornton L., and Robert Sobel. Quality of Earnings: The Investor's Guide to How Much Money a Company is Really Making. New York: Free Press, 1998.

Pabrai, Mohnish. The Dhandho Investor: The Low-Risk Value Method to High Returns. Hoboken, NJ: John Wiley, 2007.

Risso-Gill, Christopher. There's Always Something to Do: The Peter Cundill Investment Approach. Montréal: McGill-Queen's U. Press, 2011.

Smith, Adam. The Wealth of Nations. New York: Bantam Classics, 2003.

Taleb, Nassim Nicholas. The Black Swan: The Impact of the Highly Improbable. New York: Random House, 2007.

Tetlock, Philip. Expert Political Judgment: How Good Is It? How Can We Know? New Jersey: PUP, 2006.

Zweig, Jason. Benjamin Graham, Building a Profession: The Early Writings of the Father of Security Analysis. New York: McGraw-Hill, 2010.

Belsky, Gary and Thomas Gilovich. Why Smart People Make Big Money Mistakes – And How to Correct Them: Lessons from the New Science of Behavioral Economics. New York: Simon & Schuster, 1999.

Branch, Ben, and Hugh Ray. Bankruptcy Investing - How to Profit From Distressed Companies. Washington, D.C.: Beard Books, 2007.

Galbraith, John Kenneth. A Short History of Financial Euphoria. New York: Penguin, 1994.

Hardin, Garrett James. Filters Against Folly: How To Survive Despite Economists, Ecologists, and the Merely Eloquent. New York: Penguin, 1986.

Klein, Rodney G., and David M. Darst, eds. Benjamin Graham on Investing: Enduring Lessons from the Father of Value Investing. New York: McGraw Hill, 2009.

Lefèvre, Edwin. Reminiscences of a Stock Operator. New York: J. Wiley, 1994.

Lewis, Michael. Moneyball: The Art of Winning an Unfair Game. New York: Norton & Co., 2004.

Lowe, Janet. Damn Right! Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger. New York: John Wiley, 2000.

Mandelbrot, Benoit and Richard L. Hudson. The (Mis)Behavior of Markets: A Fractal View of Risk, Ruin and Reward

Mansharamani, Vikram. Boombustology: Spotting Financial Bubbles Before They Burst. Wiley: New York, 2011.

McLean, Bethany and Joe Nocera. All the Devils Are Here: The Hidden History of the Financial Crisis. New York: Portfolio, 2010.

Neill, Humphrey B. The Art of Contrary Thinking. Caldwell, ID: Caxton Printers, 1985.

O'Shaughnessy, James P. What Works on Wall Street: A Guide to the Best-Performing Investment Strategies of All Time. 3rd Ed. New York: McGraw-Hill, 2005.

Penman, Stephen. Accounting for Value. New York: Columbia U. Press, 2011.

Reinhart, Carmen M., and Kenneth S. Rogoff. This Time Is Different: Eight Centuries of Financial Folly. Princeton: Princeton U. Press, 2009.

Schwed, Fred. Where Are the Customers' Yachts? Or A Good Hard Look at Wall Street. New York: Simon and Schuster, 1955.

Smith, Adam. Supermoney. New York: Random House, 1972.

Train, John. Money Masters of Our Time. New York: Harper, 2003.

Whitman, Martin J., and Fernando Diz. Distress Investing: Principles and Technique. Hoboken, N.J: Wiley, 2009.

Williams, John Burr. The Theory of Investment Value. New York: Fraser Publishing, 1997.

Zweig, Jason. Your Money and Your Brain: How the New Science of Neuroeconomics Can Help Make You Rich. New York: Simon & Schuster, 2008.

Ahuja, Maneet. The Alpha Masters: Unlocking the Genius of the World's Top Hedge Funds. New York: Wiley, 2012.

Ariely, Dan. Predictably Irrational, Revised and Expanded Edition: The Hidden Forces That Shape Our Decisions. New York: Harper, 2010.

Bonner, William, and Lila Rajiva. Mobs, Messiahs, and Markets: Surviving the Public Spectacle in Finance and Politics. Hoboken, NJ: Wiley, 2007.

Cunningham, Lawrence A. How To Think Like Benjamin Graham and Invest Like Warren Buffett. New York: McGraw-Hill, 2001.

Haugen, Robert A. The New Finance. 4th ed. Boston: Pearson / Prentice Hall, 2009.

Katsenelson, Vitaliy K. The Little Book of Sideways Markets: How to Make Money in Markets that Go Nowhere. New York: Wiley, 2010.

Kindleberger, Charles Poor, and Robert Z. Aliber. Manias, Panics, and Crashes: A History of Financial Crises. 5th Ed. Hoboken, NJ: John Wiley & Sons, 2005.

Rappaport, Alfred and Michael J. Mauboussin. Expectations Investing: Reading Stock Prices for Better Returns. Boston: Harvard Business Press, 2003.

Schwager, Jack D. Hedge Fund Market Wizards: How Winning Traders Win. New York: Wiley, 2012.

Swensen, David F. Pinoeering Portfolio Management: An Unconventional Approach to Institutional Investment. 1st Ed. New York: Free Press, 2000.

Tavakoli, Janet M. Dear Mr. Buffett: What An Investor Learns 1,269 Miles From Wall Street. Hoboken, NJ: John Wiley & Sons, 2009.

Whitman, Martin J. and Martin Shubik. The Aggressive Conservative Investor. New York: Wiley, 2005.

Whitman, Martin J. Value Investing: A Balanced Approach. New York: Wiley, 2000.

The Best of the Rest

Akerlof, George A. and Robert J. Shiller. Animal Spirits: How Human Pscychology Drives the Economy, and Why It Matters for Global Capitalism. New Jersey: PUP, 2009.

Bazerman, Max H. and Don A. Moore. Judgment in Managerial Decision Making. New York: Wiley, 2008.

Black, Fischer. "Noise." The Journal of Finance, Vol. 41, Issue 3, Papers and Proceeding of the 44th Annual Meeting of the America Finance Assn., New York, NY, Dec. 20-30, 1985, 529-543.

Bogle, John C. Don't Count on It! Reflections on Investment Illusions, Capitalism, "Mutual" Funds, Indexing, Entrepreneurship, Idealism, and Heroes. Hoboken, NJ: John Wiley & Sons, 2011.

Bogle, John C. The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns. Hoboken, NJ: John Wiley & Sons, 2007.

Bookstaber, Richard. A Demon of Our Own Design: Markets, Hedge Funds, and the Perils of Financial Innovation. New York: Wiley, 2007.

Boyd, Roddy. Fatal Risk: A Cautionary Tale of AIG's Corporate Suicide. New York: Wiley, 2011.

Buffett, Mary, and David Clark. Buffettology: The Previously Unexplained Techniques That Have Made Warren Buffett The World's Most Famous Investor. 1st ed. New York: Scribner, 1999.

Buffett, Mary, and David Clark. The Tao of Warren Buffett: Warren Buffett's Words of Wisdom: Quotations and Interpretations to Help Guide You to Billionaire Wealth and Enlightened Business Management. New York: Scribner, 2006.

Connors, Richard J. Warren Buffett on Business: Principles from the Sage of Omaha. Hoboken, NJ: John Wiley & Sons, 2009.

Katsenelson, Vitaliy K. Active Value Investing: Making Money in Range Bound Markets. New York: Wiley, 2007.

Devlin, Keith J. The Unfinished Game: Pascal, Fermat, and the 17th-Century Letter that Made the World Modern. New York: Basic Books, 2008.

Greenwald, Bruce C. and Judd Kahn. Competition Demystified: A Radically Simplified Approach to Business Strategy. New York: Portfolio Trade, 2007.

Jain, Prem. Buffett Beyond Value: Why Warren Buffett Looks to Growth and Management When Investing. Hoboken, NJ: John Wiley & Sons, 2010.

Keough, Donald R. The Ten Commandments for Business Failure. New York: Portfolio, 2008.

Kilpatrick, Andrew. Of Permanent Value: The Story of Warren Buffett. 2012 Odyssey Edition. Tennessee: AKPE, 2012.

Lewis, Michael. Liar's Poker: Rising Through the Wreckage on Wall Street. New York: Norton & Co., 1989.

Lowenstein, Roger. Origins of the Crash: The Great Bubble and Its Undoing. New York: Penguin, 2004.

Lowenstein, Roger. The End of Wall Street. New York, Penguin Press, 2010.

Lowenstein, Roger. While America Aged: How Pension Debts Ruined General Motors, Stopped the NYC Subways, Bankrupted San Diego, and Loom as the Next Financial Crisis. New York: Penguin, 2008.

Lynch, Peter. One Up On Wall Street: How to Use What You Already Know to Make Money in the Market. 2nd Ed. New York: Simon & Schuster, 2000.

Nofsinger, John R. Psychology of Investing. 4th Ed. New York: Prentice Hall, 2010.

Partnoy, Frank. Fiasco: The Inside Story of a Wall Street Trader. New York: Penguin, 1999.

Porter, Michael E. Competitive Strategy: Techniques for Analyzing Industries and Competitors. 1st Ed. New York: Free Press, 1998.

Poundstone, William. Fortune's Formula: The Untold Story of the Scientific Betting System that Beat the Casinos and Wall Street. 1st Ed. New York: Hill & Wang, 2006.

Poundstone, William. Priceless: The Myth of Fair Value (and How to Take Advantage of It). 1st Ed. New York: Hill & Wang, 2010.

Rittenhouse, L J. Buffett's Bites: The Essential Investor's Guide to Warren Buffett's Shareholder Letters. New York: McGraw-Hill, 2010.

Roberts, G. A., and Robert J. McVicker. Distant Force: A Memoir of the Teledyne Corporation and the Man Who Created It. New York: Teledyne Corp, 2007.

Shefrin, Hersh. Beyond Greed and Fear: Understanding Behavioral Finance and the Psychology of Investing. New York: Oxford Presss, 2007.

Simon, Hermann. Hidden Champions of the 21st Century: The Success Strategies of Unknown World Market Leaders. New York: Springer, 2009.

Sorkin, Andrew Ross. Too Big to Fail: The Inside Story of How Wall Street and Washington Fought to Save the Financial System -- And Themselves. New York: Penguin, 2010.

Swensen, David F. Unconvetional Success: A Fundamental Approach to Personal Investment. New York: Free Press, 2005.

Thorp, Edward O. Beat the Dealer: A Winning Strategy for the Game of Twenty-One. Rev. Ed. New York: Vintage Press, 1996.

Thorp, Edward O. and S.T. Kassouf. Beat the Market: A Scientific Stock Market System. New York: Random House, 1967.

Towson, Jeffrey. What Would Ben Graham Do Now? A New Value Investing Playbook for a Global Age. London: FT Press, 2011.

Ablin, Jack and Suzanne McGee. Reading Minds and Markets: Minimizing Risk and Maximizing Returns in a Volatile Global Marketplace. New York: FT Press, 2009.

Bogle, John C. Enough: True Measures of Money, Business, and Life, and life. Hoboken, NJ: John Wiley & Sons, 2009.

Buffett, Mary, and David Clark. Warren Buffett and The Interpretation of Financial Statements. New York: Scribner, 2008.

Chan, Ronald W. Behind the Berkshire Hathaway Curtain: Lessons from Warren Buffett's Top Business Leaders. New York: Wiley, 2010.

Cohan, William D. House of Cards: A Tale of Hubris and Wretched Excess on Wall Street. New York: Anchor, 2010.

Dembo, Ron S. and Andrew Freeman. Seeing Tomorrow: Rewriting the Rules of Risk. 1st Ed. New York: Wiley, 1998.

Eichenwald, Kurt. Conspiracy of Fools: A True Story. 1st Ed. New York: Broadway Publishing, 2005.

Financial Crisis Inquiry Commission. Final Report of the National Commission on the Causes of the Financial and Economic Crisis in the United States. New York: PublicAffairs, 2011.

Fisher, Ken. The Only Three Questions That Count: Investing by Knowing What Others Don't. New York: Wiley, 2006.

Galbraith, John Kenneth. The Great Crash 1929. New York: Avon Books, 1980.

Larsen, Gwyn Davidson. Life Lessons in Business Wisdom from Warren E. Buffett & L.A. "Davy" Davidson. 1st Ed. New York: Lad LP, 2007.

Le Bon, Gustave. The Crowd: A Study of the Popular Mind. New York: Bastian Books, 2008.

Markoplous, Harry. No One Would Listen: A True Financial Thriller. New York: Wiley, 2011.

Schulz, Kathryn. Being Wrong: Adventures in the Margin of Error. New York: Ecco, 2010.

Schwager, Jack D. The Market Wizards: Interviews with Top Traders. New York: Harper, 1992.

Schwager, Jack D. The New Market Wizards: Conversations with America's Top Traders. New York: Harper, 1994.

Biggs, Barton. Hedgehogging. New York: Wiley, 2006.

Bruner, Robert F. and Sean D. Carr. The Panic of 1907: Lessons Learned from the Market's Perfect Storm. New York: Wiley, 2009.

Damodaran, Aswath. Investment Fables: Exposing the Myths of "Can't Miss" Investment Strategies . New York: FT Press, 2004.

Huff, Darrell. How to Lie with Statistics. New York: Norton & Co., 1993.

Koller, Tim; Marc Goedhart; and David Wessels. Valuation: Measuring and Managing the Value of Companies. 4th Ed. New York: Wiley, 2005.

Malkiel, Burton G. A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing. Rev. Ed. New York: Norton & Co., 2007.

Mandelman, Avner. The Sleuth Investor: Uncover the Best Stocks Before They Make Their Move. New York: McGraw-Hill, 2007.

Ponzio, Joe. F Wall Street: Joe Ponzio's No-Nonsense Approach to Value Investing For the Rest of Us. New York: Adams Media, 2009.

Tobias, Andrew. The Only Investment Guide You'll Ever Need.New York: Harcourt, 2005.