Suggested Resources

Financial Statement Analysis & Modeling

  • “Financial Modeling & Valuation: A Practical Guide to Investment Banking and Private Equity” by Paul Pignataro
  • “Investment Banking: Valuation, Leveraged Buyouts, and Mergers & Acquisitions” by Joshua Rosenbaum and Joshua Pearl

Value Investing

  • “Warren Buffett: The Making of an American Capitalist” by Roger Lowenstein
  • “The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success” by William N. Thorndike
  • “The Intelligent Investor: The Definitive Book on Value Investing” by Benjamin Graham
  • “The King of Cash: The Inside Story of Laurence Tisch” by Cristopher Winan
  • “Everything You Need to Know About Finance and Investing in Under an Hour” by William Ackman, Founder of Pershing Square Capital Management
  • “The Most Important Thing: Uncommon Sense for the Thoughtful Investor” by Howard Marks, Founder of Oaktree Capital Management
  • “Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor” by Seth A. Klarman

Credit Analysis

  • “Distressed Debt Analysis: Strategies for Speculative Investors” by Stephen G. Moyer

Economics & Finance

  • “How The Economic Machine Works” by Ray Dalio, Founder of Bridgewater Associates
  • “Too Big to Fail: The Inside Story of How Wall Street and Washington Fought to Save the Financial System — and Themselves” by Andrew Ross Sorkin
  • “When Genius Failed: The Rise and Fall of Long-Term Capital Management” by Roger Lowenstein
  • “The Physics of Wall Street: A Brief History of Predicting the Unpredictable” by James Owen Weatherall


  • “Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in Financial Reports” by Howard Schilit and Jeremy Perler