Here are 71 books that Pitch the Perfect Investment fans have personally recommended if you like
Pitch the Perfect Investment.
Shepherd is a community of 10,000+ authors and super readers sharing their favorite books with the world.
Shepherd is reader supported. When you buy books, we may earn an affiliate commission.
I come from an engineering background and early in my career I discover financial modelling as I had to assess the viability of business plans. I deal with financial models the last 20 years of my professional carrier as a Group Financial Officer of SIDMA STEEL SA. Moreover, I am teaching financial modelling in the American College of Greece, Deree, at University of Nicosia in collaboration with Globaltraing and many other places abroad. I am a numbers person, and I am fascinated by financial modelling as it provides you a tool to support effective decision-making.
This book is one of the best I have seen on the topic of Investment Banking.
It is a very good primer. I would recommend it to everyone wanting to break into the industry. It is highly accessible, easy to understand and overall, an engaging presentation of the topic.
It is one of the books I consulted to write the valuation chapter of my book.
A timely update to the global bestselling book on investment banking and valuation - this new edition reflects valuable contributions from Nasdaq and the global law firm Latham & Watkins LLP plus access to the online valuation models and course.
In the constantly evolving world of finance, a solid technical foundation is an essential tool for success. Due to the fast-paced nature of this world, however, no one was able to take the time to properly codify its lifeblood--namely, valuation and dealmaking. Rosenbaum and Pearl originally responded to this need in 2009 by writing the first edition of the book…
I come from an engineering background and early in my career I discover financial modelling as I had to assess the viability of business plans. I deal with financial models the last 20 years of my professional carrier as a Group Financial Officer of SIDMA STEEL SA. Moreover, I am teaching financial modelling in the American College of Greece, Deree, at University of Nicosia in collaboration with Globaltraing and many other places abroad. I am a numbers person, and I am fascinated by financial modelling as it provides you a tool to support effective decision-making.
Includes a chapter on forecasting performance which is closely related to my book. It’s mainly focused on Discounted Cash Flow valuation adapted for many including banks, high-growth, cyclical companies, Emerging Markets, etc).
There exists also a version that gives access to the Excel spreadsheet that one can use to model future financial performance of companies and value them.
Valuation has been the foremost resource for measuring company value for nearly three decades. Now in its seventh edition, this acclaimed volume continues to help financial professionals around the world gain a deep understanding of valuation and help their companies create, manage, and maximize economic value for their shareholders.
This latest edition has been carefully revised and updated throughout, and includes new insights on topics such as digital, ESG (environmental, social and governance), and long-term investing, as well as fresh case studies.
I come from an engineering background and early in my career I discover financial modelling as I had to assess the viability of business plans. I deal with financial models the last 20 years of my professional carrier as a Group Financial Officer of SIDMA STEEL SA. Moreover, I am teaching financial modelling in the American College of Greece, Deree, at University of Nicosia in collaboration with Globaltraing and many other places abroad. I am a numbers person, and I am fascinated by financial modelling as it provides you a tool to support effective decision-making.
Again, this is the kind of book that demonstrates practically how to forecast financial performance of a company and then value it.
It goes a step further and, as the title proclaims, the authors try to reverse engineer a price of a stock and match investors’ expectations with specific assumptions of the model. One of these assumptions is the growth period. This contrasts with the conventional practice of discounting a fixed growth period of five or ten years.
The book provides Excel models, backed up by the proper math, that are very helpful in deconstructing a share price to model assumptions and see if they are plausible or not.
Most investment books try to assess the attractiveness of a stock price by estimating the value of the company. Expectations Investing provides a powerful and insightful alternative to identifying gaps between price and value.
Michael J. Mauboussin and Alfred Rappaport suggest that an investor start with a known quantity, the stock price, and ask what it implies for future financial results. After showing how to read expectations, Mauboussin and Rappaport provide a guide to rigorous strategic and financial analysis to help investors assess the likelihood of revisions to these expectations. Their framework traces value creation from the triggers that shape…
I come from an engineering background and early in my career I discover financial modelling as I had to assess the viability of business plans. I deal with financial models the last 20 years of my professional carrier as a Group Financial Officer of SIDMA STEEL SA. Moreover, I am teaching financial modelling in the American College of Greece, Deree, at University of Nicosia in collaboration with Globaltraing and many other places abroad. I am a numbers person, and I am fascinated by financial modelling as it provides you a tool to support effective decision-making.
The book gathers a vast number of valuation techniques and gives great background and context for applying them and when they will tend to provide good information and when they can be misleading.
The definitive source of information on all topics related to investment valuation tools and techniques Valuation is at the heart of any investment decision, whether that decision is buy, sell or hold. But the pricing of many assets has become a more complex task in modern markets, especially after the recent financial crisis. In order to be successful at this endeavor, you must have a firm understanding of the proper valuation techniques. One valuation book stands out as withstanding the test of time among students of financial markets and investors, Aswath Damodaran'sInvestment Valuation. Now completely revised and updated to reflect…
As an investor and a professional business valuation specialist, I have a passion for understanding the true intrinsic value of both publicly-traded and closely-held (private) companies. There’s no denying that Warren Buffett, emulating the example of his mentor Benjamin Graham, applied a private company valuation approach to the selection of publicly-traded stocks and the results speak for themselves. Furthermore, given my somewhat technical educational and vocational background, I am more comfortable than most valuators with highly technical and IP-weighted businesses. That is why I consider IP valuation to be an integral element of business valuation.
The most popular book by the father of value investing, The Intelligent Investorimparts Graham’s time-tested stock and bond selection principles in a manner that is less technical and more conversational than Graham and Dodd’s earlier Security Analysis. Graham’s core principles around conducting intrinsic value analysis first and then purchasing securities that the market has mispriced at below that value are all addressed here in wonderful Graham prose. Since he pioneered that strategy, it makes good sense to read directly from the master.
Aside from that, what I like about this book is that it addresses the often overlooked but vital psychological aspects of investing. Last but not least, did I mention that The Intelligent Investor is Warren Buffett’s favorite investment book of all time? When I interviewed him for my own book, he stated that Graham’s book “just made clear sense to me as a book about…
The classic bestseller by Benjamin Graham, "The Intelligent Investor" has taught and inspired hundreds of thousands of people worldwide. Since its original publication in 1949, Benjamin Graham's book has remained the most respected guide to investing, due to his timeless philosophy of "value investing", which helps protect investors against the areas of possible substantial error and teaches them to develop long-term strategies with which they will be comfortable down the road. Over the years, market developments have borne out the wisdom of Graham's basic policies, and in today's volatile market, "The Intelligent Investor" is the most important book you will…
Mark Leibovit is Chief Market Strategist for Leibovit VR Newsletter. His technical expertise is in overall market timing and stock selection based upon his proprietary Volume Reversal (TM) methodology and Annual Forecast Model. Mark's extensive media television profile includes seven years as a consultant ‘Elf’ on Louis Rukeyser’s Wall Street Week television program, and over thirty years as a Market Monitor guest for PBS The Nightly Business Report. He also has appeared on Fox Business News, CNBC, BNN (Canada), and Bloomberg, and has been interviewed in Business Week, Forbes, and The Wall Street Journal. His comprehensive study on Volume Analysis, The Trader’s Book of Volume is a definitive guide to volume trading.
Technical Analysis of Stock Trends was the first book to produce a methodology for interpreting the predictable behavior of investors and markets.
It revolutionized technical investment approaches and showed traders and investors how to make money regardless of what the market is doing. It displays all the basic technical chart patterns that are still widely used today.
The book remains the benchmark by which all other investment methodologies are measured. An indispensable reference for technical traders, investors, and finance professionals. If you wish to become a technical chartist, you have to start here.
Technical Analysis of Stock Trends helps investors make smart, profitable trading decisions by providing proven long- and short-term stock trend analysis.
It gets right to the heart of effective technical trading concepts, explaining technical theory such as The Dow Theory, reversal patterns, consolidation formations, trends and channels, technical analysis of commodity charts, and advances in investment technology. It also includes a comprehensive guide to trading tactics from long and short goals, stock selection, charting, low and high risk, trend recognition tools, balancing and diversifying the stock portfolio, application of capital, and risk management.
I am the Founder of Stellar Wealth Partners, a SEBI-registered Research Analyst firm and small case manager for investors in the Indian stock market. I am the author of the international best-seller on value investing, The Joys of Compounding. Once a strong foundation is created for a business, owners don’t work for money. Rather, money works for them. As an investor, your money is working for you 24/7. You are becoming wealthier with each passing second, alongside the increasing intrinsic value of your businesses. An investor builds earnings power through a business ownership mindset.
Some people love to make successful investing seem more complicated than it really is. In this anthology of essays and letters written between 2010–20, Terry Smith makes the case for simply buying the best companies in the world. These are businesses that generate large amounts of cash and know what to do with it in the form of sound capital allocation. The result is a powerful compounding of returns for the long term.
This book serves as a good reiteration of the thinking and principles underpinning Smith’s investing approach, including his three-step investment mantra: “Buy good companies. Don’t overpay. Do nothing.” It also highlights the nuances of the process, including why Smith favors return on capital employed (ROCE) and free cash flow (FCF) yield as metrics for assessing companies and why Smith is less enamored of measures such as earnings per share (EPS).
Some people love to make successful investing seem more complicated than it really is. In this anthology of essays and letters written between 2010-20, leading fund manager Terry Smith delights in debunking the many myths of investing - and making the case for simply buying the best companies in the world.
These are businesses that generate serious amounts of cash and know what to do with it. The result is a powerful compounding of returns that is almost impossible to beat. Even better, they aren't going anywhere. Most have survived the Great Depression…
I am the Founder of Stellar Wealth Partners, a SEBI-registered Research Analyst firm and small case manager for investors in the Indian stock market. I am the author of the international best-seller on value investing, The Joys of Compounding. Once a strong foundation is created for a business, owners don’t work for money. Rather, money works for them. As an investor, your money is working for you 24/7. You are becoming wealthier with each passing second, alongside the increasing intrinsic value of your businesses. An investor builds earnings power through a business ownership mindset.
The book outlines an array of “special situations” that may offer very profitable opportunities, i.e. bankruptcies, restructurings, merger securities, and spinoffs, among others. Greenblatt underscores the importance of a set of basic ‘rules’ when delving into the universe of special situations: do your own work, don’t trust anyone, pick your spot and assess the downside, not the upside. The basic premise of the book is that it pays off to search for areas where there is a high probability of finding undervalued equities. You can make a lot of money sticking to the tried-and-true method of investing in and holding good companies for many years. However, if you are a more experienced investor looking for other areas to invest part of your portfolio in, this book will give you several new places to explore.
A comprehensive and practical guide to the stock market from a successful fund manager—filled with case studies, important background information, and all the tools you’ll need to become a stock market genius.
Fund manager Joel Greenblatt has been beating the Dow (with returns of 50 percent a year) for more than a decade. And now, in this highly accessible guide, he’s going to show you how to do it, too. You’re about to discover investment opportunities that portfolio managers, business-school professors, and top investment experts regularly miss—uncharted areas where the individual investor has a huge advantage over the Wall Street…
I first fell in love with the markets when in 1995, I made more on 1 stock investment than I did working all winter in the freezing cold as a ski instructor. I see it as the world’s greatest game and it has given me a life of unparalleled freedom that I am eternally grateful for. Trading has allowed me to pursue my interests and go deep into behavioral psychology, economics, neurobiology, and would never have had the breakthroughs I have had like the Bottega method for AI or the Myalolipsis technique for developing effortless, unshakable self-discipline if I hadn’t been an active trader.
This is my second favorite book on the mental game of trading.
It’s written in an easy-to-read manner and the connections McCall makes to the ancient samurai code of “Bushido” are still very relevant to today’s active trader.
If you start with building an unshakeable mindset, all your work of system development or edge optimization will be fully rewarded… Because you won’t be cutting trades or making emotionally impulsive choices that are the “unforced errors” that leak your profits back into the market.
Fail in this mental quest and the markets are nothing more than a gambling vehicle.
Trading is war, an ongoing battle against other traders to get to profitable positions first, seize profits and move on to the next battle. "The Way of the Warrior Trader" applies time-honored precepts of the samurai discipline to modern trading, showing the reader ways to use centuries-old methods for victory in today's trading markets. "The Way of the Warrior Trader": provides a six step action plan for trading; explains how to recover psychologically from a loss; and describes how to overcome the deep-seated psychological barriers to effective trading.
When I was growing up, I saw family members and friends, who were otherwise smart people who could master other aspects of their lives, have difficulty with personal finance decisions and investing. When my dad was laid off during a recession, he had some retirement money distributed to him, and I got interested in investing as he researched and tried with difficulty to handle this money himself. In my young adult years, I was a sponge to learn as much as I could about personal finance.
I first read this book as required reading for a college course, and it greatly changed how I thought about investing.
Over the years, I’ve read updated editions, and it never gets stale and always includes new information and insights. But the foundational issues have stood the test of time and remain in the newest edition.
I also love this book because it introduced me at a young age to mutual funds and Vanguard.
Today's stock market is not for the faint hearted. At a time of frightening volatility, the answer is to turn to Burton G. Malkiel's advice in his reassuring, authoritative, gimmick-free and perennially best-selling guide to investing. Long established as the first book to purchase before starting a portfolio, A Random Walk Down Wall Street now features new material on "tax-loss harvesting"; the current bitcoin bubble and automated investment advisers; as well as a brand-new chapter on factor investing and risk parity. And as always, Malkiel's core insights-on stocks and bonds, as well as investment trusts, home ownership and tangible assets…
