Inkpen, Andrew & Moffett, Michael H. - The Global Oil & Gas Industry

PennWell, 2011, [Business] Grade 4

This might be the best text around on the business aspects of the oil and gas industry. The authors are two business professors who also serve as co-directors of the Thunderbird Center for Global Energy Studies. They aim to write a single source nontechnical book for amongst others... Further reading... Link to Amazon...

Downey, Morgan - Oil 101

Wooden Table Press, 2009, [Business] Grade 4

If you seek a well-crafted technical guide to the production of oil and gas suited for the non-engineer this is a hot contender. The author used to be the Global Head of Commodities at Bloomberg after being a commodities trader at Standard Chartered, Bank of America and... Further reading... Link to Amazon...

Yergin, Daniel - The Quest: Energy, and the Remaking of the Modern World

Penguin Books, 2011, [Finance] Grade 4

This is a monumental tour of the economical, political and technical history of energy and oil. Daniel Yergin is one of the world’s premier energy policy experts. After being a lecturer at Harvard he in 1984 co-founded Cambridge Energy Research Associates that in 2004 was... Further reading... Link to Amazon...

Lacalle, Daniel & Parrilla, Diego - The Energy World Is Flat

John Wiley & Sons, 2015, [Business] Grade 3

Two portfolio managers offer their view of the energy markets in a forceful manner. Their opinions would have few supporters a year ago but after the recent declines in oil prices the followers have probably increased in numbers. Madrid born Daniel Lacalle entered the financial... Further reading...  Link to Amazon...

Greenblatt, Joel - The Little Book That Beats the Market

John Wiley & Sons, 2006, [Equity Investing] Grade 4

During the summer InvestingByTheBooks will review some older books that we never got around to writing about although we think they are important. Joel Greenblatt’s The Little Book That Beats the Market had an immediate and vast impact when it was published in 2006. Greenblatt is through his hedge fund Gotham Capital and later ventures clearly one of the most successful... Further reading... Link to Amazon...

Easterling, Ed - Unexpected Returns

Cypress House, 2005, [Equity Investing] Grade 4

During the summer InvestingByTheBooks will review some older books that we never got around to writing about although we think they are important. Ed Easterling shows that by taking a step back and getting a better overview the investor gains an understanding of secular market... Further reading... Link to Amazon...

Lynch, Peter (with Rothchild, John) - Beating the Street

Simon & Schuster, 1993, [Equity Investing] Grade 4

During the summer InvestingByTheBooks will review some older books that we never got around to writing about although we think they are important. The legendary fund manager Peter Lynch wrote his classic One Up On Wall Street while still managing the Magellan Fund at Fidelity. This... Further reading...  Link to Amazon...

Dreman, David - Contrarian Investment Strategies: The Next Generation

Simon & Shuster, 1998, [Equity Investing] Grade 4

During the summer InvestingByTheBooks will review some older books that we never got around to writing about although we think they are important. Canadian born value investor David Dreman founded New Jersey based Dreman Value Management in 1977 after having served as... Further reading... Link to Amazon...

Kim, W. Chan & MauBorgne, Renée - Blue Ocean Strategy

Harvard Business School Press, 2005, [Business] Grade 4

During the summer InvestingByTheBooks will review some older books that we never got around to writing about although we think they are important. With their innovative and fresh perspective on strategy the two INSEAD Professors Chan Kim and Renée Mauborgne has... Further reading...  Link to Amazon...

Rappaport, Alfred - Creating Shareholder Value

The Free Press, 1998 (1st ed 1986), [Business] Grade 4

During the summer InvestingByTheBooks will review some older books that we never got around to writing about although we think they are important. Alfred Rappaport’s Creating Shareholder Value from 1986 is a yardstick for the shareholder value movement. The author shows how...  Further reading... Link to Amazon...

Slater, Jim - The Zulu Principle

Orion, 1992, [Equity Investing] Grade 4

During the summer InvestingByTheBooks will review some older books that we never got around to writing about although we think they are important. First out is Jim Slater’s The Zulu Principle written to his son who had shown an interest in investing. The book is seen as growth investing... Further reading... Link to Amazon...

Rockwood, Richard M. - The Focused Few

2015 (2nd ed), [Equity Investing] Grade 3

Standing on the shoulder of investment giants, equity analyst Richard Rockwoood has written a book with the sub-title Taking a Multidisciplinary Approach to Focus Investing alluding to Charlie Munger’s concept of a Latticework of Mental Models. The latticework metaphor was used in a... Further reading...  Link to Amazon...

Johansson, Sven-Erik & Runsten, Mikael - The Profitability, Financing, and Growth of the Firm

Studentlitteratur, 2014, [Business] Grade 4

This book is a Swedish institution that deserves wider international acclaim. It portrays the firm as a financial system with a number of inter-relationships between 1) the acquisition and generation of resources, 2) the capital needed for the ongoing business operations and for... Further reading...  Link to Amazon...

Singer, Brian & Fedorinchik, Greg - Investment Leadership and Portfolio Management

John Wiley & Sons, 2010, [Finance] Grade 4

From a management perspective the investment business is an unusual animal due to the loose relationship between cause and effect. In most other industries, if you do the right thing and do it better in every way than your competitors you will win. In investment management you’ll have... Further reading...  Link to Amazon...

Fearon, Scott - Dead Companies Walking

Palgrave Macmillan, 2015, [Equity Investing] Grade 4

Dead Companies Walking is something of a biography of an investment career stretching more than 30 years, primarily in the U.S. small/mid cap market and over 20 years of running a hedge fund. During his career, Scott Fearon has had particular success with finding businesses that... Further reading...  Link to Amazon...

Hodge, Nick - Energy Investing For Dummies

John Wiley & Sons, 2013, [Equity Investing] Grade 3

Most For-Dummies-books will take you far beyond the dummy level. This one is no exception. Nick Hodge is an author of multiple books on energy investing and also one of the editors of the energy-investing site Energy & Capital. Several of the other editors have helped out writing... Further reading...  Link to Amazon...

Swedroe, Larry E. & Berkin, Andrew L. - The Incredible Shrinking Alpha

BAM Alliance Press, 2015 [Equity Investing] Grade 2

The Incredible Shrinking Alpha´s core purpose is to show that active management is futile and as “alpha has become beta” those futile odds have been lowered even more compared to the 1950s. One of the authors, Larry Swedroe is a well-known proponent of investing in ETFs, while Mr... Further reading... Link to Amazon...

Carnegie, Dale - How to Win Friends and Influence People

Vermilion, 2006 (first published in 1937), [Surrounding Knowledge] Grade 3

This must be one of the best guides to Warren Buffett’s psyche and persona that there is. On the cover Buffett is quoted saying “[Carnegie] changed my life.” Dale Carnegie is the pioneer in the self-improvement genre and in adult education overall and this book remains a best seller... Further reading...  Link to Amazon...

Rodin, Judith and Brandenburg, Margot - The Power of Impact Investing

Wharton, 2014 [Surrounding knowledge] Grade 4

Impact investing is similar to value investing in one crucial aspect: you either grasp its eloquent righteousness instantly or you don’t. If you are one of the people who reflexively turn your back on concepts such as socially responsible investments (SRI), ethical investing or corporate... Further reading... Link to Amazon...

Howard, C. Thomas - Behavioral Portfolio Management

Harriman House, 2014, [Behavioural Finance] Grade 4

This is a book on how to exploit the irrationality of financial markets. Thomas Howard is the Denver University finance professor that converted from Modern Portfolio Theory (MPT) to Behavioral Finance and turned practitioner by founding AthenaInvest where he as the CIO... Further reading...  Link to Harriman House...  Link to Amazon...