Outstanding

Things to Read

  1. Economics
    1. The Great Reflation
    2. Basic Economics by Thomas Sowell
    3. Holy Grail of Macoeconomics
    4. http://gregmankiw.blogspot.com/2009/04/going-negative.html
    5. http://www.gold-eagle.com/greenspan011098.html (Can U.S. return to a gold standard by alan greenspan)
    6. http://ftalphaville.ft.com/blog/tag/alan-greenspan/
    7. A Term at the Fed: An Insider’s View by Laurence H. Meyer
  2. Stock investing
    1. The Guru Investor
    2. GMO Ben Inker – Valuing Equities in an Economic Crisis
    3. http://kerrisdalecap.com/commentary/
    4. Risk Arbitrage
    5. Books by Martin Whitman (e.g. aggressive contrarian investor, vulture investors)
    6. http://www.peterdag.com/pagelist.aspx?cat=30 (Investment Strategies using Stock Market Sectors)
    7. Investing: The Last Liberal Art by Robert Hagstrom
    8. Latticework: The New Investing by Robert Hagstrom
    9. Damn Right by Janet Lowe
    10. Find the Next Starbucks by Michael Moe
    11. Ron’s Road to Wealth
    12. More than you Know by Mauboussin
  3. Valuation
    1. Equity valuation : models from leading investment banks / edited by Jan Viebig, Thorsten Poddig and Armin Varmaz.
    2. Wealth creation : a systems mindset for building and investing in businesses for the long term / Bartley J. Madden.
    3. Equity Valuation for Analysts and Investors by James Kelleher
    4. Conscious Investor by John Price
    5. Books  by Brian McNiven (A Wonderful Company at a Fair Price, Market Wise)
    6. Roger Montgomery’s Value.able
    7. Cash Return on Capital Invested: Ten Years of Investment Analysis with the CROCI Economic Profit Model
    8. CFROI Valuation by Bartley Madden
  4. Accounting
    1. Accounting for M&A, Equity, and Credit Analysts by James Morris
  5. Trading
    1. The Nature of Risk by Justin Mamis
    2. Filtered Waves, Basic Theory: A Tool for Stock Market Analysis by Arthur A. Merrill
    3. Behavior of Prices on Wall Street by Arthur A. Merrill
    4. Martin Zweig’s Winning on Wall Street
    5. The Nature of Trends – Strategies and Concepts for Successful Investing and Trading by Ray Barros
    6. The Daily Trading Coach by Brett N. Steenbarger
  6. General
    1. Poor Charlie’s Almanack
    2. Ray Dalio’s management principles
  7. Current
    1. Kiril Sokoloff’s 13D reports
    2. Boeckh’s Investment Letters
  8. Interest
    1. http://www.nanex.net/FlashCrashFinal/FlashCrashSummary.html

Things to Write

  1. Book review of Value investing by Greenwald (including EPV slides)
  2. Book review of Applied Value Investing by Calandro
  3. Book review of Holy Grail of Macroeconomics
  4. Benefits of FDI into the country (supplement post on little China in Italy)
  5. Compilation of positions and calls by various economists and investors

Things to Get / Check out

  1. Seven kinds of inflation by Richard Dana Skinner
  2. Money and Investment Profits by A. Hamilton Bolton
  3. The stock market and inflation by Boeckh
  4. Darwin’s Blind Spot
  5. Bank Credit Analyst reports
  6. The stock market and inflation: a synthesis of the theory and evidence
  7. http://racing-towards-excellence.com/
  8. How did Thornburg mortgage go down when they supposedly have high-quality jumbos?

Things to Analyse

  1. Inflation vs returns of specific market sectors
to write
————
APV, CCF, etc.

Discussion

2 thoughts on “Outstanding

  1. One of my former students referred me to your website as you indicated an interest in reviewing my book. Please let me know if you have any questions prior to your review and I’ll do my best to answer them.

    Best regards,
    Joe

    Posted by Joseph Calandro | October 11, 2010, 11:43 am
  2. Noted, probably won’t be so soon, too much backlog to cover and new materials to read. I realised that knowledge acquisition is nothing without knowledge retention, and writing down key points in this blog helps me to do that. It is really time-consuming though.

    Posted by whatheheckaboom | October 17, 2010, 2:11 pm

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