The Ultimate Reading List
I got this list while surfing the net. I hope you find it useful. If you find any misses please leave a comment.
Groupthink*****. Irving L Janis. Houghton Mifflin: 1982. (The best book ever written on the complexities and pitfalls of group decision making, which is what an investment management firm is all about.)
The Alchemy of Finance***. George Soros. Simon & Schuster: 1987. (The master is complex, dense, but superb.His best book.)
Panic on Wall Street***. Robert Sobel. Macmillan: 1978. (The definitive study of American panics.)
Manias, Panics, and Crashes****. Charles P. Kindleberger. Basic Books: 1988. (The best scholarly analysis of the species.)
Reminiscences of a Stock Operator*****. Edwin Lefevre. George H. Doran Company: 1923; reissued by J. Wiley: 1994. (The classic work about intuitive trading. No investor’s education is complete without reading it. )
The Money Game*****. Adam Smith. Random House: 1967. (Nobody writes like Gerry. Full of wisdom. It’s a pleasure to read. )
The Roaring ’80s***. Adam Smith.
Contrarian Investment Strategy***. David Dreman. Random House: 1979. (A classic on why and how to be contrary.)
The
The Great Crash, 1929***. John Kenneth Galbraith. Houghton Mifflin: 1961. (Good study of the Crash.)
Instincts of the Herd in Peace and War**. W. Trotter. Macmillan: 1908; reissued by T. Fisher Unwin: 1919. (Dense, insightful analysis of gregariousness and suggestibility.)
Duveen. S.N. Behrman***. Harmony Books: 1978. (Fascinating biography of the great dealer and a wonderful history of the art market and its fads.)
Investment Policy**. Charles D. Ellis. Dow Jones-Irwin: 1985. (All of Charlie’s books have great insights, especially this one and Institutional Investing***.)
The Way the World Works**. Jude Wanniski. Touchstone: 1978. (I’m prejudiced because I believe, but this is the supply-side Old Testament.)
Wealth and Poverty**. George Gilder. Basic Books: 1981. (The New Testament of supply side.)
Growth Opportunities in Common Stocks**.
The Elliott Wave Principle*. A. Frost, R. Prechter. New Classic Library: 1978. (Important to understand Fibonacci et al.)
The Great Depression of 1990*.
Technical Analysis of Stock Trends**. Edwards and Magee. Magee: 1966. (The manual on technical analysis.)
The Intelligent Investor***. Benjamin Graham with commentary from Jason Zweig. Harper: 2003 & Security Analysis****. Graham and Dodd. Harper:
1951. (The bibles of value investing.)
The Long Wave in Economic Life**. J. J. Van Duijn. Allen & Unwire: 1983. (Best book I know of on cycles, which is what investing is all about.)
Confessions of an Advertising Man. ***. David Ogilvy. Atheneum: 1964. (Wonderful treatise on how to sell consumer products, written with wit and wisdom.)
Green Monday**. Michael M. Thomas. Simon & Schuster: 1980. (The best stock market novel ever written.)
Classics I and Classics II*****. Edited by Charles D. Ellis. Dow Jones-Irwin: 1989 and 1991. (Both collections are great browsing.)
Chaos**. James Gleick. Penguin Books: 1987. (Important to understand chaos theory.)
Investing with the Best*. Claude N. Rosenberg, Jr. Wiley: 1986. (Excellent on how to manage your investment manager.)
Managing Investment Portfolios**. Maugham and Tuttle. Warren, Gorham & Lamont: 1983. (Good stuff, but heavy going.)
Extraordinary Popular Delusions and the Madness of Crowds****. Charles Mackay: 1841; reissued by Metro Books: 2002. (The ancient classic but still should be read.)
The Speculator**. Jordan A. Schwarz.
to time retreat from the market. )
Capital Ideas**. Peter Bernstein. Free Press: 1992. (History of the ideas that shaped modern finance. Peter
sometimes is too intellectual for me.)
Devil Take the Hindmost*** Edward Chancellor. Farrar, Strauss, & Giroux: 1999. (Erudite, articulate history of
manias and panics over the ages.)
Pioneering Portfolio Management ****. David F. Swensen. The Free Press: 2000. (The best book ever about managing a
large endowment portfolio.)
Stocks for the Long Run****. Jeremy Siegel. McGraw-Hill: Third Edition, 2002. (Absolutely crammed with fascinating information and analysis.)
The Trouble with Prosperity**. James Grant. Times Books: 1996. (Jim writes beautifully and all his books are great reads, although invariably bearish.)
Gold and Iron**. Fritz Stern. Vintage: 1979. (Absorbing history of
Markets, Mobs, & Mayhem***. Robert Menschel. Wiley: 2002. (“A modern look at the madness of crowds” and the most recent addition to my list.)
The Innovator’s Dilemma*. Clayton Christensen. Harvard
Valuing Wall Street***. Andrew Smithers & Stephen Wright. McGraw-Hill: 2000. (The rationale of the q ratio by Smithers, a brilliant analytical mind.)
The Myths of Inflation And Investing**. Steven C. Leuthold. Crain Books: 1980. (Updated for deflation; consistent, extensive studies; not light reading)
By Indian Authors
The Stock to Riches***. Parag Parikh. Tata McGraw Hill: 2006. (Based on Behavioural Finance & emotional aspect of investing.)
thanks for posting the list
Posted by Anonymous | 3:18 PM
welcome!!
Posted by toughiee | 4:58 PM
Prof. Sanjay Bakshi's list:
http://www.amazon.com/gp/richpub/listmania/byauthor/A3QYEOFVG03005/002-3561568-1479259?%5Fencoding=UTF8
-Arpit
Posted by Anonymous | 10:37 PM