I would say that my investment philosophy started with just bumping around and mindless dabbling. It was over time that as I read and studied that things became clearer and an investment ideology emerges. Below are some resources that I accumulated over the years.
*1. What is Value Investing? by Lawrence A. Cunningham
- Good introduction to investing in general, and why the philosophy of value investing dominates
*2. The Essential Buffett by Robert G. Hagstroms
- Details on the science and art of the investing methodology behind the world's most successful investor Warren Buffett
- A must read if you buy into the philosophy of Value Investing
*3. Common Stocks and Uncommon Profits by Philip A. Fisher
- A classic on investing that brings new dimensions and perspectives to value investing
*4. The Interpretation of Financial Statements by Benjamin Graham
- A starter's guide, and a classic, to reading financial statements written in plain English
*5. The Intelligent Investor by Benjamin Graham (dry read, but certain chapters explain key concepts and must be read)
- Ben Graham is the mentor of Warren Buffett, this is the must read for any investor
*6. Essays of Warren Buffett: Lessons for investors and managers by Lawrence A. Cunningham
- A compilation into themes of all the letters written by Warren Buffett
- Alternatively, can find all the letters at berkshirehathaway.com
*7. Sun Tzu on Investing by Curtis J. Montgomery
- Curtis is a Singapore investor with a website at wallstraits.com
- Good read to draw a few pointers from Sun Tzu
The below reads are for you to expand horizons.
7. Security Analysis by Benjamin Graham (for reference only, and advanced reading. Very DRY)
- An intense text on how to quantitatively analyse stocks
8. Buffett: The Making of an American Capitalist by Roger Lowenstein (recommended for leisure reading)
- Good biography on how Warren Buffett came to be. With the mistakes and lessons he has learnt over the years
9. The Starbucks Experience: 5 principles for turning the ordinary into extraordinary by Joseph Michelli
- Recommended leisure read to expand horizons
- Good to know how Starbucks evolved from a small time business to a world enterprise
10. Built to Last: Successful habits of visionary companies by Jim Collins (recommended for lateral knowledge)
- Not exactly investing, but explains to you why world's greatest companies come to be and can last beyond 100 years
- Excellent read to expand horizons, and definitely help for investment purposes
11. Good to Great by Jim Collins (recommended for lateral knowledge)
- Not exactly investing either, introduces you to what companies and businesses are on their way to greatness
Websites to Visit
www.Wallstraits.com
- Value Investing website of Curtis J. Montgomery.
- Interesting articles on investing
www.sgx.com
- Singapore Exchange website with all the listed company information
- Includes annual reports, up-to-date business announcements
Business Grapevines - Places to fish for information
Channelnewsasia.com Forum "Market Talk"
- Mostly rubbish. But sifting through with patience will sometimes reveal posts on hidden gems.
Sharejunction.com & shareinvestor.com Forums
- Mostly rubbish posts too. But think of it as a source and tipoff
Wallstraits.com Forums
- Excellent sharing forum. Best place to sift for bargain hunters
Online Brokerages
I would recommend POEMS as a start www.poems.com
- Good tool that research and compile all listed companies info for last 5 years
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