Memoirs to boost your inner tycoon – Luke Johnson
/Mr. Luke Johnson runs Risk Capital Partners, a private equity firm, and is chairman of StartUp Britain. Further reading...
Recommended Books – Mr. Hans Sterte
/Mr. Hans Sterte is the Chief Investment Officer and the Head of Asset Management at Livförsäkringsaktiebolaget Skandia. Prior to that, Mr. Sterte also served as Director of Finance at Länsförsäkringar AB, Chief Economist for the Länsförsäkringar Alliance, Equity Strategist at Handelsbanken Markets Equity Research, Chief Economist at Erik Penser Fondkommission AB. Further reading...
“Books, We Know, Are a Substantial World…” – Barton Biggs
/Barton Michael Biggs (1932 –2012). In 1965 he co-founded Fairfield Partners, one of the first hedge funds, and then in 1973 joined Morgan Stanley. He formed the firm’s research department and was its strategist. From 1996 to 2003 was voted the top global strategist. In June 2003 Barton left Morgan Stanley with two colleagues and formed Traxis Partners. “As investors, we are only the limited product of our own experiences and therefore vulnerable unless we read and assimilate the accumulated wisdom of the great ones…economic and particularly financial history definitely tends to repeat itself.” /Barton Biggs, 2002 Further reading...
Ports In a Storm: Investment Books In Defence of History - Jason DeSena Trenner
/Mr. Jason DeSenaTrennert is the Managing Partner of Strategas and the Chairman and Chief Executive Officer of the Firm's broker-dealer subsidiary. Also the Firm's Chief Investment Strategist, Mr. Trennert has been ranked consistently by Institutional Investor magazine as one of the top Strategists on Wall Street and has been named toSmartMoney magazine's Power 30 list of the most influential people in the world of investing. Further reading...
Books to Learn From - Teun Draaisma
/Mr. Teun Draaisma works for TT International since 2010, having been European Equity Strategist at Morgan Stanley from 1997 to 2010, focusing on market direction, sector & country rotation, style & thematic investing, and systematic stock picking tools. Mr. Draaisma obtained a Master’s degree in Econometrics at the Erasmus University in Rotterdam, and studied at the ESSEC business school in France, before joining the OECD in 1994. Further reading...
Books You Should Read - GaveKal
/Founded in 2001 by Charles Gave, Anatole Kaletsky and Louis-Vincent Gave, GaveKal is one of the world’s leading independent providers of global investment research. It also advises several funds, with combined assets of more than US$1.2 bn. With eight partners and 45 employees, GaveKal has its headquarters in Hong Kong and offices in the US, Europe and China. Further reading...
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...