The most recommended fundamental analysis books

Who picked these books? Meet our 21 experts.

21 authors created a book list connected to fundamental analysis, and here are their favorite fundamental analysis books.
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Book cover of Encyclopedia of Candlestick Charts

Perry J. Kaufman Author Of Kaufman Constructs Trading Systems

From my list on trading the markets.

Why am I passionate about this?

Perry has spent his career developing trading systems for both investors and institutions. His well-known Trading Systems and Methods includes hundreds of strategies, but Kaufman Constructs Trading Systems shows how to select and use the most practical of those trading methods. He develops a range of strategies from the bottom us, including rules, testing, and implementation. He explains why these features are important and how they work together. If you have any interest in developing your own trading system, or a desire to understand what goes into a successful system, you will want to read this.

Perry's book list on trading the markets

Perry J. Kaufman Why did Perry love this book?

This book explains every candlestick pattern you can think of, and more. The best part is that Bulkowski has tested each pattern and summarized the results. He puts the best patterns at the front of the book, so you do not need to read everything to find what you are really looking for. I use it as a reference quite often.

By Thomas N. Bulkowski,

Why should I read it?

2 authors picked Encyclopedia of Candlestick Charts as one of their favorite books, and they share why you should read it.

What is this book about?

Following in the footsteps of author Thomas Bulkowski's bestselling Encyclopedia of Chart Patterns -and structured in the same way-this easy-to-read and -use resource takes an in-depth look at 103 candlestick formations, from identification guidelines and statistical analysis of their behavior to detailed trading tactics. Encyclopedia of Candlestick Charts also includes chapters that contain important discoveries and statistical summaries, as well as a glossary of relevant terms and a visual index to make candlestick identification easy.


Book cover of Trade Like a Stock Market Wizard: How to Achieve Superperformance in Stocks in Any Market

T. Livingston Author Of Swing Into It: A Simple System For Trading Pullbacks to the 50-Day Moving Average

From my list on learning stock market trading.

Why am I passionate about this?

The stock market has been a passion of mine for over 15 years. These books have helped me learn how to spot trends and manage my risk while trading in stocks and cryptocurrencies through bull and bear markets. 

T.'s book list on learning stock market trading

T. Livingston Why did T. love this book?

Mark Minervini is undoubtedly one of the greatest traders to ever live. This book is an absolute gem, building on what O’Neil wrote in his book. Minervini has gotten his trading down to absolute precision, from when to buy, when to sell, and how to screen for stocks. It’s all in here. A must-read for anyone looking to learn about trading.

By Mark Minervini,

Why should I read it?

1 author picked Trade Like a Stock Market Wizard as one of their favorite books, and they share why you should read it.

What is this book about?

"Minervini has run circles around most PhDs tryingto design systems to beat the market." -- JACK SCHWAGER, bestselling author of Stock Market Wizards

"Mark's book has to be on every investor's bookshelf. It is about the most comprehensive work I have ever read on investing in growth stocks." -- DAVID RYAN, three-time U.S. Investing Champion

"[Minervini is] one of the most highly respected independent traders of our generation. His experience and past history of savvy market calls is legendary." -- CHARLES KIRK, The Kirk Report

"One of Wall Street's most remarkable success stories." -- BEN POWER, Your Trading Edge

THE…


Book cover of Think, Act, and Invest Like Warren Buffett: The Winning Strategy to Help You Achieve Your Financial and Life Goals

John M. Jennings Author Of The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown

From my list on novices to learn about investing.

Why am I passionate about this?

I’ve long been fascinated by money and wealth and people’s relationship to them. I started my career as an estate planning attorney and then broadened my expertise to investing. I know that investing can seem scary due to the complexity of the financial markets and the overwhelming amount of investment products and strategies. But successful investing doesn’t have to be hard or scary. With the proper guidance, anyone can embark on a strategy of creating wealth through investing. Reading the right book is a good first step in the right direction.

John's book list on novices to learn about investing

John M. Jennings Why did John love this book?

Warren Buffett, considered the greatest investor of all time, manages a portfolio worth hundreds of billions of dollars.

However, Swedroe's teachings show that his core investment strategies can be replicated by any investor. In his book, Swedroe offers insights into Buffett's philosophy and practical guidance on building a diversified portfolio, managing risk, and making sound investment decisions.

The book is written in a clear and concise manner, with complex topics simplified, making it a great recommendation for novice investors.

By Larry Swedroe,

Why should I read it?

1 author picked Think, Act, and Invest Like Warren Buffett as one of their favorite books, and they share why you should read it.

What is this book about?

Bedrock Investing Principles for Profiting in Today's Shaky Markets

If you wanted to create the next earth-shattering consumer product, Steve Jobs would be an ideal role model to follow. If you planned to become a great golfer, you might look to Arnold Palmer or Jack Nicklaus.

So, if your goals are to outperform other investors and achieve your life's financial goals, what should you do?

Think, act, and invest like the best investor out there: Warren Buffett. While you can't invest exactly like he does, Think, Act, and Invest Like WarrenBuffett provides a solid, sensible investing approach based on Buffett's…


Book cover of Candlestick Charting Explained: Timeless Techniques for Trading Stocks and Futures

Mark Leibovit Author Of The Trader's Book of Volume: The Definitive Guide to Volume Trading

From my list on trading your way to profits in the stock market.

Why am I passionate about this?

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.

Mark's book list on trading your way to profits in the stock market

Mark Leibovit Why did Mark love this book?

Greg Morris created one of the first (if not the first) candlestick charting educational books a few decades ago and set the standard for learning about this technical analysis technique.

We had worked together on my newsletter for a period of time as he helped create some of the charts (non-candlestick) that I used. We became personal friends. One of the greatest honors for me is that he wrote the intro to my book. How can I not like him?

Greg Morris and I have been friends for decades. He wrote the introduction to my book but regardless I admired him as a great market technician and contributor to technical analysis. He also helped me personally creating charts for my VR newsletter and went out of his way doing so.

By Gregory L. Morris,

Why should I read it?

1 author picked Candlestick Charting Explained as one of their favorite books, and they share why you should read it.

What is this book about?

Master this powerful trading system and identify the best trades

Inside this book you will discover candlestick charting, one of the most popular tools in technical analysis. Candlestick Charting Explained features updated charts and analysis as well as new material on integrating Western charting analysis with Japanese candlestick analysis, grouping candlesticks into families, detecting and avoiding false signals, and more.


Book cover of Conserving Client Portfolios During Retirement

Wade Pfau Author Of Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success

From my list on preparing you for retirement.

Why am I passionate about this?

I am economist who first started exploring retirement planning for my own personal situation. I became so captivated by the topic that I changed fields and was selected as the Professor of Retirement Income at the American College of Financial Services. I am a past curriculum director for the Retirement Management Analyst designation and past program director for the Retirement Income Certified Professional designation. More recently, I am the co-creator of the Retirement Income Style Awareness and co-host of the Retire with Style podcast. I enjoy learning and teaching about all topics related to retirement.

Wade's book list on preparing you for retirement

Wade Pfau Why did Wade love this book?

When looking for the birth of retirement income planning, many arrows will point to William Bengen, a financial planner who looked to the historical data to better understand about what the sustainable spending rate from an investment portfolio is.

His pioneering research led to what is known today as the 4% guideline for retirement spending. In this book, he combines all his previous research into an easy-to-digest format. He explores what can be learned from historical data when it comes to retirement spending.

By William P Bengen,

Why should I read it?

1 author picked Conserving Client Portfolios During Retirement as one of their favorite books, and they share why you should read it.

What is this book about?

The leading edge of the baby boomer wave will pass through age 68 this year. Retirement looms large for them and the 20-year generation that follows. Although many in the generation have saved to supplement their retirement, they will probably live longer in retirement than any previous generation, so they must grapple with questions about how to manage that money and make it last. The purpose of this book is to present the author's groundbreaking research into this topic, presenting new material as well as an update of the original research in a comprehensive, authoritative form.


Book cover of The Elements of Investing: Easy Lessons for Every Investor

Mark Varder Author Of It's Not about How Smart You Can Be. It's about How Wealthy You Can Be.: Make the Most of the Market

From my list on for first-time investors in the stock market.

Why am I passionate about this?

Investing in the share market appears to be a bewildering, constantly shifting, extremely noisy, and busy world – one best left to the experts. Fortunes can be made but, equally, fortunes can be lost – with devastating results for those on the receiving end. And yet there are a few, simple, timeless principles to investing in the market successfully – and, ironically, those principles – known collectively as index or passive investing – will be more successful than all the noisy, busy stuff put out by the industry. In writing our book, this is what we would like as many people as possible to know. It’s not about being smart.  

Mark's book list on for first-time investors in the stock market

Mark Varder Why did Mark love this book?

This is a slim, to-the-point, easily understood book based on the same principles as the well-known book on writing, The Elements of Style. With its five chapters, it is the opposite of the highly complex, bewildering, we-know-more-than-you communication put out on a daily basis by the investment industry. Its wisdom is timeless. It’s all that a first-time investor needs to know.

By Burton G. Malkiel, Charles D. Ellis,

Why should I read it?

1 author picked The Elements of Investing as one of their favorite books, and they share why you should read it.

What is this book about?

Seize control of your financial future with rock-solid advice from two of the world's leading investment experts

Investors today are bombarded with conflicting advice about how to handle the increasingly volatile stock market. From pronouncements of the "death of diversification" to the supposed virtues of crypto, investors can be forgiven for being thoroughly confused.

It's time to return to the basics. In the 10th Anniversary Edition of The Elements of Investing: Easy Lessons for Every Investor, investment legends Burton G. Malkiel and Charles D. Ellis deliver straightforward, digestible lessons in the investment rules and principles you need to follow to…


Book cover of The Zulu Principle: Making Extraordinary Profits from Ordinary Shares

Ian Pagdin and Michelle Hardy Author Of Investment and Portfolio Management: A Practical Introduction

From my list on making finance interesting and engaging (especially if you’re not an academic).

Why am I passionate about this?

We first met about 10 years ago at Sheffield Hallam University, bonding as work colleagues over a love of enabling students to understand wealth management and finance in a way that we hoped they would find interesting and accessible. The books we chose mix our love of storytelling and making finance accessible by using real-world experiences. They do this in a unique way, challenging the reader to think about their understanding and perspective, something we try to do every day. It has been lovely to reread these books before writing the reviews, reminding us of what makes us tick. We hope they help you to find your tick too. 

Ian and Michelle's book list on making finance interesting and engaging (especially if you’re not an academic)

Ian Pagdin and Michelle Hardy Why did Ian and Michelle love this book?

We enjoyed this book for its innovative approach, which involves a very specific and defined focus, and its appropriateness for a broad spectrum of investors. The method empowers investors to utilise selected criteria in their investment choices to create a successful investment strategy. It provides “tried and tested” principles for “stock pickers,” focusing on the author’s growth investing specialism.

The book is written in a style that is easy to digest but makes some complex investment methods seem obvious, just what I like in books. It is concise but each chapter allows the reader to reflect on their understanding. This represents a good investment for an investor looking to broaden their knowledge and develop their own investment approach.

By Jim Slater,

Why should I read it?

1 author picked The Zulu Principle as one of their favorite books, and they share why you should read it.

What is this book about?

Jim Slater's classic text brought back into print Jim Slater makes available to the investor - whether the owner of only a few shares or an experienced investment manager with a large portfolio - the secrets of his success. Central to his strategy is "The Zulu Principle", the benefits of homing in on a relatively narrow area. Deftly blending anecdote and analysis, Jim Slater gives valuable selective criteria for buying dynamic growth shares, turnarounds, cyclicals, shells and leading shares. He also covers many other vitally relevant aspects of investment such as creative accounting, portfolio management, overseas markets and the investor's…


Book cover of The Encyclopedia Of Technical Market Indicators

Mark Leibovit Author Of The Trader's Book of Volume: The Definitive Guide to Volume Trading

From my list on trading your way to profits in the stock market.

Why am I passionate about this?

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.

Mark's book list on trading your way to profits in the stock market

Mark Leibovit Why did Mark love this book?

Robert and I were friends and co-members of the Market Technician's Assn back in the late 1980s and I was honored that chose my Volume Reversal Indicator to be mentioned in the book.

I was a friend of Robert Colby and co-members of the Market Technicians Association and was personally honored he incorporated my VR (Volume Reversal) in his book. I also felt he was way ahead of the crowd in putting together such a comprehensive book and I wanted to honor him with a mention.

Book cover of Investment Science

John M. Mulvey Author Of Worldwide Asset and Liability Modeling

From my list on how to achieve your financial goals.

Why am I passionate about this?

In my first year as an undergraduate in computer science at the University of Illinois, I took two classes that set the course for my 54-year career (6 years at TRW Systems aerospace firm, and 48 years teaching at Harvard and Princeton Universities): 1) introduction to optimization, and 2) computer algorithms. These topics continue to fascinate me, especially as they relate to improving investment performance via modern optimization technology and data sciences. Optimization plays a critical role in many domains, including supply chains, quantitative finance, and machine learning algorithms. Everyone interested in improving performance ought to understand the successful uses of this proven technology.

John's book list on how to achieve your financial goals

John M. Mulvey Why did John love this book?

This book is an outgrowth of a course at Stanford University on applying quantitative methods to improve financial decision making. 

Professor Luenberger has a superior talent at writing clear and logical textbooks on optimization topics. He shows the benefits of employing nonlinear programs for several applications, including pricing complex options, and achieving rebalancing gains over time. In his telling, volatility provides an opportunity to improve performance. The linkage of optimization and investing is a special treat.

By David G. Luenberger,

Why should I read it?

1 author picked Investment Science as one of their favorite books, and they share why you should read it.

What is this book about?

Investment Science, Second Edition, provides thorough and highly accessible mathematical coverage of the fundamental topics of intermediate investments, including fixed-income securities, capital asset pricing theory, derivatives, and innovations in optimal portfolio growth and valuation of multi-period risky investments. Eminent scholar and teacher David G. Luenberger, known for his ability to make complex ideas simple, presents essential ideas of investments and their applications, offering students the most comprehensive treatment of the subject available. New to this edition Three new chapters: Risk Management, Credit Risk, and Data and Statistics Updated content and expanded coverage of many topics, including the capital asset pricing…


Book cover of Encyclopedia of Candlestick Charts
Book cover of Trade Like a Stock Market Wizard: How to Achieve Superperformance in Stocks in Any Market
Book cover of Think, Act, and Invest Like Warren Buffett: The Winning Strategy to Help You Achieve Your Financial and Life Goals

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