Books Recommended by Jeff deGraaf

Jeff deGraaf, CMT, CFA, has become one of Wall Street’s most influential macro-based analysts over the last decade. Ranked by Institutional Investor magazine for the last 10 years, and ranked as the #1 technical analyst over the last seven years, Jeff has now turned his vision for Wall Street research into reality by founding Renaissance Macro Research, LLC. Having spent the early part of his career at Merrill Lynch and then Lehman Brothers Jeff deGraaf moved to ISI in 2007 as an Executive Managing Director.  Further reading...

My Favorite Investing Books - Whitney Tilson

Whitney Tilson is the founder and Managing Partner of T2 Partners LLC and the Tilson Mutual Funds. Mr. Tilson is also the co-founder, Chairman and co-Editor-in-Chief of Value Investor Insight, an investment newsletter, and is the co-founder and Chairman of the Value Investing Congress, a biannual investment conference in New York City and Los Angeles. After reading his recommendations please visit Mr. Tilson's exellent website athttp://www.tilsonfunds.com/index.php. The list is reprinted with the author’s permission.  Further reading...

Investment Books Recommended by William J. O’Neil

William J. O'Neil is the founder and chairman of Investor's Business Daily, one of the world’s leading financial newspapers. He also founded William O'Neil & Company, a leader in equity market information and data research for more than 400 major institutional money managers worldwide. He is the bestselling author of How to Make Money In Stocks and other essential investment titles.  Further reading...

Investing Books Which I Think Worth Reading - Andrew Smithers

Andrew Smithers founded Smithers & Co in 1989. Before that he ran S G Warburg's asset management business for many years (now part of Merrill Lynch Investment Managers/BlackRock). A regular financial commentator and columnist, and author of several academic publications, he co-authored Valuing Wall Street with Stephen Wright (published March 2000). He wrote Wall Street Revalued: Imperfect Markets and Inept Central Bankers (published July 2009), and is also the author of Chapter 6, “Can We Identify Bubbles and Stabilize the System?” in The Future of Finance: The LSE Report, published by The London School of Economics and Political Science in September, 2010. The text is printed with the author’s permission.  Further reading...

Corporate Existentialism

It has struck me lately how very different people view the corporation as a concept and how this fundamentally influence how they perceive the topics of corporate governance. Of course people’s views differ, you might say, but I’m not talking about the variant opinions of the anarchist-syndicalist teenager and the...  Further reading...

Capitalism, Prosperity and the Shareholder Value Model

Much of the public debate on corporate governance uniformly ties short-termism and greed to the shareholder value model. There are a number of real and perceived issues and pure misperceptions with the shareholder value model that must be addressed; otherwise...  Further reading...

The Future of Sell Side Equity Research

It’s the fall of 2013 and we are four and a half year into an equity bull market. Normally the champagne corks should be popping in the equity research departments but they are not. But at least the relentless firing of personnel has stopped as the IPO-market has opened up. The truth is however... Further reading...

History Repeating – The Sell Side Strategist Cycle

A tendentious picture combined with a seemingly innocent comment the other week triggered a small experiment from my side. The picture shown below in black shows the performance for MSCI World in this current stock market cycle, compared to the same... Further reading...

Recommended Book List - Vitaly Katsenelson

Vitaliy N. Katsenelson, CFA, is Chief Investment Officer at Investment Management Associates in Denver, Colorado. He is the author of Active Value Investing (Wiley, 2007) and The Little Book of Sideways Markets (Wiley, December 2010). The text is reprinted with the author’s permission. After reading his recommendations please visit Mr. Katsenelson's exellent website at http://contrarianedge.com/.  Further reading...

Gifts Of The Gurus & By The Book - Ken Fisher

Ken Fisher is founder, chairman and CEO of Fisher Investments, an independent money management firm, which manages $40 billion and serves tens of thousands of high-net-worth individuals, foundations, endowments, and large pension plans. An author of eight books Ken Fisher has also been writing the Portfolio Strategy column forForbes for over 26 years. He is the fourth-longest running columnist in Forbes' history. In 2010, Investment Advisor Magazine named him among the 30 most influential individuals of the last three decades. The texts from Mr. have previously been published in the June 3, 1985 and April 4, 1988 editions of Forbes. They are reprinted with the author’s permission.  Further reading of Gifts Of The Gurus...  Further reading of By The Book...

Top Investing Books by Luis Fananas

Luis Fananas is a Pan European Small & Mid-Caps Strategist at Deutsche Bank. Mr. Fananas is located in Madrid.  Further reading...