Investment Resources
Financial Websites
The following websites provide a wide variety of U.S. and international financial markets news and information:
- Barron’s Online: www.barrons.com
- Bloomberg Online: www.bloomberg.com
- Briefing.com: www.briefing.com
- Businessweek.com: www.businessweek.com
- CNBC Online: www.cnbc.com
- Financial Times Online: www.ft.com
- Forbes.com: www.forbes.com
- Fortune Online: www.cnnmoney.com
- Market Watch.com: www.marketwatch.com
- Morningstar.com: www.morningstar.com
- The New York Times Online (Business Section): www.nytimes.com/pages/business
- Reuters Online: www.reuters.com
- The Wall Street Journal Online: www.wsj.com
- Yahoo Finance: www.finance.yahoo.com
The following websites provide explanations of basic finance and investment terms:
- Investment Tools.com: www.investmenttools.com
- Investopedia.com: www.investopedia.com
Books on Finance and Investing
The following are a few excellent books and monographs on investing for those interested in learning more about fundamental analysis (investing in companies and other assets based on evaluation of related economic, financial and business factors):
Corporate Strategy
- Good to Great: Why Some Companies Make the Leap… And Others
Don’t by Jim Collins.
- Built to Last: Successful Habits of Visionary Companies by Jim Collins and Jerry Porras.
- Competitive Strategy by Michael Porter.
- Business Classics: Fifteen Key Concepts for Managerial Success edited by Harvard Business Review.
Financial Accounting
- Financial Shenanigans: How to Detect Accounting Gimmicks and Fraud in Financial Reports by Howard Schilit, PhD, CPA.
Financial Derivatives
- All About Options by Thomas McCafferty.
Fixed Income Investing
- Fixed Income Analysis by Frank Fabozzi.
Growth-at-a-Reasonable Price (GARP) Investing
- One Up on Wall Street by Peter Lynch with John Rothchild.
- Beating the Street by Peter Lynch.
Valuation Analysis
- Investments by Zvi Bodie et. al.
- Valuation: Measuring and Managing the Value of Companies by Tom Copeland, Tim Koller and Jack Murrin.
Value Investing
- Value Investing: From Graham to Buffett and Beyond by Bruce Greenwald, Judd Kahn, Paul Sonkin and Michael van Biema.
- The Intelligence Investor by Benjamin Graham.
- Security Analysis by Benjamin Graham and David Dodd.
- The Little Book that Beats the Market by Joel Greenblatt.
- Berkshire Hathaway Annual Reports and various essays by Warren Buffett.