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Recommended Reading
If you are interested in reading more about Asset Management and the industry, we have listed some recommended reading.
- The Quest For Value – G.Bennett Stewart (Harper Business) : The theory of EVA. Easy to follow and not too technical.
- The Zulu Principle – Jim Slater (Orion) :Common sense investing
- Riding the Millennial Storm – Marc Faber (Wiley): Dr Doom on the stock market bubble of the past decade.
- The Warren Buffet Way - Robert Hagstrom (Wiley): Common sense advice and funny as well
- Buffet – The Making of an American Capitalist – Roger Lowenstein (Weidenfeld & Nicolson)
- The Essays Of Warren Buffet – Lawrence A Cunningham
- Beating the Street – Peter Lynch: Sensible advice from great Fidelity fund manager
- One Up On Wall Street – Peter Lynch (Simon & Schuster)
- John Train – The Money Masters (Harper Business): The investment styles of some of the great investors explained.
- John Train - The New Money Masters (Harper Business): Styles of modern day investors.
- Value Investing Made Easy – Janet Lowe (McGraw Hill): The investment style of Benjamin Graham (Buffet’s teacher)
- Common Stocks & Uncommon Profits – Philip Fisher (Wiley) : Tips from another great Wall Street investor.
- The Dirty Dozen – Margaret Allen : The story of history’s greatest investment bubbles and scams.
- Manias, Panics & Crashes – Charles Kindleberger (Wiley): Tulip mania, the South Sea Bubble etc
- Only yesterday – Frederick Lewis Allen (Wiley): The story of the 1929 crash
- Reminiscences of a Stock Operator – Edwin Lefevre (Wiley): Biography of famous turn of the century trader.
- The Internet Bubble – Anthony & Michael Perkins
- Liars Poker – Michael Lewis (Coronet): Story of the collapse of Salomon’s bond trading team. Fun account of life on Wall Street.
- The New New Thing – Michael Lewis (Norbo): The rise of Jim Clark who founded Netscape and Scillicon Graphics. Insight into silicon valley. Fun read.
- Barbarians At The Gate – Brian Burrough: True story of the takeover of RJR Nabisco. Fun read, made into a film.
- Accounting For Growth - Terry Smith: Ex UBS analyst who blew the whistle on all the accounting tricks used by big UK companies. Shows all the things to look for.
- The Rise & Fall Of Alan Bond – Paul Berry: Rise and fallen of an Aussie tycoon.
- The Future Just Happened – Michael Lewis: Amusing insight into the internet world.
- When Genius Failed – Roger Lowenstein: The rise and fall of Long Term Capital Management.
- The Great Crash – J.K.Galbraith : Story of the crash of 1929
- Dot Bomb – J David Kuo : The rise and fall of ValueAmerica.com (+ insanity of the internet boom)
- Where Are The Customers Yachts – Fred Schwed : Insight into Wall Street
- Once In Golconda – John Brooks : Wall Street from 1920 to 1938
- The Warburgs – Ron Chernow
- Titan – Ron Chernow : Story of John D Rockefeller
- Den Of Thieves – James B Stewart : Excesses of 1980s Wall St
- FIASCO – Frank Partnoy : Inside Morgan Stanley
- Tomorrow’s Gold – Marc Faber : Strategic investment thinking from ‘Dr Doom’