Investment Banking Reading List

 Bios:

▪     “The Accidental Investment Banker” – Jonathan Knee
▪     “The Adventures of a Wall Street Legend: Bernard Baruch" - James Grant

▪     "Damn Right: Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger" - Janet

      Lowe
▪     "In an Uncertain World: Tough Choices from Wall Street to Washington" - Robert Rubin
▪     "Jesse Livermore: World's Greatest Stock Trader" - Richard Smitten
▪     "John Neff on Investing" - John Neff
▪     “The Last Tycoons: The Secret History of Lazard Feres & Co” – William Cohan
▪     "Market Wizards: Interviews with Top Traders" - Jack Schwager
▪     "The Mind of Wall Street: A Legendary Financier on the Perils of Greed and the Mysteries of       the Market" - Leon Levy
▪     "Money Masters of Our Time" - John Train
▪     "My Own Story" - Bernard Baruch
▪     "The New Money Masters" - John Train
▪     "No Bull: My Life In and Out of Markets" - Michael Steinhardt
▪     “The Running of the Bulls: Inside the Cutthroat Race From Wharton to Wall Street” – Nicole Ridgway

▪     "Stock Market Wizards: Interviews with America's Top Stock Traders" - Jack Schwager
▪     "When Genius Failed : The Rise and Fall of Long-Term Capital Management" - Roger

      Lowenstein

General Business:

▪     "Blink: The Power of Thinking Without Thinking" - Malcolm Gladwell
▪     "Competitive Strategy: Techniques for Analyzing Industries and Competitors" - Michael E. Porter
▪     "Good to Great: Why Some Companies Make the Leap...and Others Don't" - Jim Collins
▪     "Making Great Decisions in Business & Life" - David R. Henderson & Charles L. Hooper
▪     "Moneyball: The Art of Winning an Unfair Game" - Michael Lewis
▪     "My Years With General Motors" - Alfred P. Sloan, Jr.
▪     "The Tipping Point: How Little Things Can Make A Big Difference" - Malcolm Gladwell

Finance/Investing Philosophy - General:

▪     "Against the Gods: The Remarkable Story of Risk" - Peter L. Bernstein
▪     "Beating the Street" - Peter Lynch
▪     "Classics: An Investor's Anthology" - Charles D. Ellis
▪     "Classics: An Investor's Anthology, Vol. 2" - Charles D. Ellis
▪     "Developing an Investment Philosophy" - Philip A. Fisher
▪     "Hedge Hogging" - Barton Biggs
▪     "Manias, Panics, and Crashes: A History of Financial Crises" - Charles Kindleberger

▪     "Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor" - Seth A. Klarman
▪     "One Up On Wall Street: How To Use What You Already Know To Make Money In The Market" - Peter Lynch
▪     "Value Investing" - Martin Whitman

▪     "Value Investing: From Graham to Buffett and Beyond" - Bruce C. N. Greenwald, Judd Kahn, Paul D. Sonkin, Michael van Biema
▪     "The Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy" –  Robert G. Hagstrom
▪     "Wall Street People: True Stories of Today's Masters and Moguls" - Charles D. Ellis
▪     "Wall Street People: True Stories of the Great Barons of Finance, Vol. 2" - Charles D. Ellis

Finance/Investing - Technical:

▪     “Accounting for M&A, Equity, Credit Analysts” – James Morris
▪     “Analysis for Financial Management” – Robert Higgins
▪     “Excel Applications for Corporate Finance” – Troy A. Adair
▪     "Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud In Financial Reports" -  Howard Schilit
▪     "Valuation: Measuring and Managing the Value of Companies" - Tom Copeland (McKinsey & Company, Inc.)

 LBOs:

▪     "Big Deal: 2000 and Beyond" - Bruce Wasserstein
▪     "Merchants of Debt: KKR and the Mortgaging of American Business" - George Anders
▪     "Takeovers II: A Strategist's Manual for Business Combinations in the 1990s" - Ferrara, Brown, Hall, Presser

 Newspapers:

▪     Barron’s
▪     Financial Times
▪     Investors Business Daily
▪     The New York Times
▪     USA Today
▪     Wall Street Journal

 Periodicals:

▪     Bloomberg Markets
▪     BusinessWeek
▪     Forbes
▪     Fortune
▪     Institutional Investor

 Websites:

▪     www.bloomberg.com
▪     www.investopedia.com
▪     www.valueinvestorinsight.com
▪     www.leggmason.com/funds/knowledge/mauboussin/mauboussin.asp

 DVDs:

▪     "Buffett & Gates Go Back to School"
▪     "Buffett & Gates on Success" 
▪     "Charlie Rose: Warren Buffett - In His Own Words" w/DVD Extras  
▪     "Vintage Buffett - Warren Buffett Shares His Wealth" 
▪     "Warren Buffett - Money Master" 
▪     "Warren Buffett: Woodstock for Capitalists"