undergraduate business society

recommended resource list


Investment Banking

  1. Barbarians at the Gate: The Fall of RJR Nabisco by Bryan Burrough

  2. Breaking into Wall Street Guides

    1. Accounting, Valuation, DCF, Enterprise & Equity Value, LBO, Merger

  3. IB Vine

  4. Investment Banking: Valuation, LBOs, M&a, and IPOs, University Edition (Wiley Finance) 3rd Edition by Joshua Rosenbaum and Joshua Pearl

Technology

  1. Going Public: How Silicon Valley Rebels Loosened Wall Street’s Grip on the IPO and Sparked a Revolution by Dakin Campbell




Investing, Research, and Markets

General

  1. Berkshire Hathaway Letters to Shareholders

  2. Expected Returns: An Investor's Guide to Harvesting Market Rewards 1st Edition by Antti Ilmanen and Clifford Asness

  3. Fooling Some of the People All of the Time: A Long Short (and Now Complete) Story by David Einhorn

  4. Memos from Howard Marks

  5. Margin of Safety by Seth Klarman

  6. Mastering The Market Cycle: Getting the Odds on Your Side by Howard Marks

  7. Security Analysis, Seventh Edition: Principles and Technique by Benjamin Graham and David Dodd

  8. The Intelligent Investor, Rev. Ed: The Definitive Book on Value Investing by Benjamin Graham

  9. The Model: 37 Years Investing in Asian Equities by Richard Lawrence Jr. 

  10. The Most Important Thing: Uncommon Sense for the Thoughtful Investor (Columbia Business School Publishing) by Howard Marks

Equities

  1. Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts by James Valentine

  2. Financial Shenanigans (Fourth Edition): How to Detect Accounting Gimmicks & Fraud in Financial Reports by Howard Schilit

  3. Anything by Michael Mauboussin

  4. The Investment Checklist: The Art of In-Depth Research 1st Edition by Michael Shearn

  5. The Manual of Ideas: The Proven Framework for Finding the Best Value Investments by John Mihaljevic

Credit

  1. A Pragmatist's Guide to Leveraged Finance: Credit Analysis for Bonds and Bank Debt 1st Edition by Robert Kricheff

  2. The Credit Investor’s Handbook: Leveraged Loans, High Yield Bonds, and Distressed Debt (Wiley Finance) 1st Edition by Michael Gatto

  3. Distressed Debt Analysis: Strategies for Speculative Investors by Stephen Moyer

  4. Fixed Income Securities: Tools for Today's Markets (Wiley Finance) 4th Edition by Bruce Tuckman, Angel Serrat

  5. Standard & Poor's Fundamentals of Corporate Credit Analysis 1st Edition by Blaise Ganguin and John Bilardello 

  6. The Handbook of Fixed Income Securities, Ninth Edition by Frank Fabozzi

Arbitrage - convertibles

  1. The Handbook of Hybrid Securities: Convertible Bonds, CoCo Bonds, and Bail-In (The Wiley Finance Series) 1st Edition by De Spiegeleer, Jan, Schoutens, Wim, Van Hulle, Cynthia 

Arbitrage - merger

  1. Merger Arbitrage: How to Profit from Global Event-Driven Arbitrage (Wiley Finance) 2nd Edition by Thomas Kirchner 

  2. Merger Masters: Tales of Arbitrage (Heilbrunn Center for Graham & Dodd Investing Series) by Kate Welling and Mario Gabelli 

Arbitrage - funds

  1. The Complete Arbitrage Deskbook (McGraw-Hill Library of Investment and Finance) by Stephane Reverre

  2. The Split Capital Investment Trust Crisis (The Wiley Finance Series) 1st Edition by Andrew Adams

Biographies

  1. Liar’s Poker by Michael Lewis 

  2. When Genius Failed: The Rise and Fall of Long-Term Capital Management by Roger Lowenstein

  3. The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment by Guy Spier

Other

  1. A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing by Burton Malkiel

  2. Aswath Damodaran’s YouTube courses

  3. Black Swan by Nassim Taleb

  4. Inside the House of Money by Steven Drobny

  5. Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. Munger by Charles Munger

  6. Psychology of Intelligence Analysis by Richards Heuer

  7. Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts by Annie Duke

  8. Valuation: Measuring and Managing the Value of Companies, University Edition (Wiley Finance) 7th Edition by McKinsey & Company


consulting

  1. Ace Your Case III: Market-Sizing Questions (2nd Edition)

  2. Crafting Cases

  3. Harvard Business School Management Consulting Club Case Interview Guide

  4. Peter K

  5. Rocketblocks

  6. Victor Cheng

  7. Wharton Consulting Club Casebook (2009)





podcasts

technology

  1. Invest Like The Best (just the tech investors episodes), Acquired, 20VC, BG2

finance

  1. Goldman Sachs Exchanges

  2. Goldman Sachs The Markets

  3. Bloomberg Surveillance

economics

  1. The Economist Podcasts

commodities

  1. HC Insider


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Contributors: Angelina Lue, Eric Pan, Ethan Van, Harrison Hsu, Luca Cuffe, Rajvir Kohli