
Brealey, Principles of Corporate Finance 13e describes the theory and practice of corporate finance. We hardly need to explain why financial managers must master the practical aspects of their job, but we should spell out why down-to-earth managers need to bother with theory. Throughout this edition, the authors demonstrate how managers use financial theory to solve practical problems. They also explore what financial managers should do to increase company value. Some of the biggest changes in this edition were prompted by the tax changes enacted in the U.S. Tax Cuts and Jobs Act passed in December 2017.
Arrighi, Giovanni (1994) The Long Twentieth Century: Money, Power and the Origins of Our Times
Brealey, Myers, Allen (2011) Principles of Corporate Finance, 10th ed.
Bruck, Connie (1988) Predators' Ball: Inside Story of Drexel Burnham and Rise of Junk Bond Raiders
Fisher, Philip (2003) Common Stocks and Uncommon Profits and Other Writings, 2nd ed.
Fridson, Martin and Fernando Alvarez (2002) Financial Statement Analysis, 3rd ed.
Graham, Benjamin, J. Zweig, D. Dodd (2006/08) Intelligent Investor, rev ed; Security Analysis, 6th ed.
Greenblatt, Joel (1999) You Can Be a Stock Market Genius
Greenwald, Kahn, Sonkin, Biema (2001) Value Investing: From Graham to Buffett and Beyond
Henwood, Doug (1997) Wall Street: How It Works and for Whom
Levitt, Arthur (2003) Take on the Street: How to Fight for Your Financial Future
Lewis, Michael (2010/1989) Big Short; Liar's Poker
Lynch, Peter and John Rothchild (2000) One Up on Wall Street, 2nd ed.
Mishkin, Frederic (2004) Economics of Money, Banking and Financial Markets, 7th ed.
Taleb, Nassim Nicholas (2005/10) Fooled by Randomness, 2nd ed.; Black Swan: Impact of the Highly Improbable, 2nd ed.
Vilar, Pierre (1976) A History of Gold and Money: 1450-1920
Tracy, John A. (2009) How to Read a Financial Report: Wringing Vital Signs out of the Numbers, 7th ed.
For analysing companies, start with "Principles of Corporate Finance" which covers both the investment question (what the company should do) and the financing question (where to get the money to do those things).
For more on analysing companies, check out study resources for the CFA, or anything written by Aswath Damodaran.
But you should probably spend your time on more core activities for now. You would be better off focusing on the content of:
- Disciplined Entrepreneurship
- Venture Deals
- any blog post about SaaS economics (CAC, LTV etc.) regardless of whether you're starting a SaaS company
Principles of Corporate Finance by Richard Brealey, Stewart Myers, Franklin Allen
Traders, Guns and Money: Knowns and unknowns in the dazzling world of derivatives by Satyajit Das
1. Looked up what reports a company has to file. The key one I liked is 10-Q.
10-Q: (from investopedia) A comprehensive report of a company's performance that must be submitted quarterly by all public companies to the Securities and Exchange Commission. In the 10-Q, firms are required to disclose relevant information regarding their financial position. The form must be submitted on time, and the information should be available to all interested parties.
2. Look up your favorite public companies 10-Q. For me: Google's 10-Q filing => http://www.sec.gov/Archives/edgar/data/1288776/0001193125072...
3. Get a book like Brealey, R., and S. C. Myers. Principles of Corporate Finance. 7th ed. Irvin McGraw-Hill.
4. Using 10-Q, book, and google, go through each line of the financial statement to figure out what it means.
5. For some insight and wisdom, look at Warren Buffet's letters to investors. => http://www.berkshirehathaway.com/letters/letters.html
enjoy!