KirkLindstrom.com  - Recommended Products - Reading List
Kirk
                Windsurfing at Palo Alto in SF Bay in May 2009
Kirk's Recommended Reading List
KirkLindstrom.com
Kirk
                Windsurfing at Coyote Point November 2009
  Basic - Advanced - Fun  

Return to KirkLindstrom.com home page
 
Click for FREE sample of Kirk Lindstrom's
                      Investment Letter

Support my work and buy from Amazon here


My Recommended Books - Getting Started
I use the ideas in these books to manage my "Core and Explore Portfolios" described in
"
Kirk Lindstrom's Investment Letter"

The Intelligent Investor: The Classic Text on Value Investing
by Benjamin Graham
More than one million hardcovers sold!
Series: 2005 Reprint of 1949 Edition; Hardcover: 304 pages

The Classic Text Annotated to Update Graham's Timeless Wisdom for Today's Market Conditions

The greatest investment advisor of the twentieth century, Benjamin Graham taught and inspired people worldwide.  Graham's philosophy of "value investing" -- which shields investors from substantial error and teaches them to develop long-term strategies -- has made The Intelligent Investor the stock market bible ever since its original publication in 1949.
 
Common Sense on Mutual Funds: Fully Updated 10th Anniversary Edition
by John C. Bogle, Founder of Vanguard Low Cost Mutual Fund Family

==> I use Bogle's index fund strategy to construct the "core portfolios" recommended in my newsletter.

Bogle has written a terrific book that makes its points over and over. His statistics are irrefutable that high cost, front-end load funds can never, as a group, match mutual funds that use his proven strategies. Bogle shows you how simplicity and common sense invariably trump costly complexity, and how a low cost, broadly diversified portfolio is virtually assured of outperforming the vast majority of Wall Street professionals over the long-term

Click to Order The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Riskby William J. Bernstein, David M. Darst

Teaches the reader straightforward method for earning exceptional returns and minimizing risk when investing. Explains how to manage a personal diversified account, how to assess how risk according to personal needs, and the fundamental relationship between risk and reward in financial markets. 

"Any reader who takes the time and effort to understand his approach to the crucial subject of asset allocation will surely be rewarded with enhanced long-term returns." - John C. Bogle

Wall Street Words : An Essential A to Z Guide for Today's Investor 
by David Logan Scott 

Synopsis:   Wall Street Words features nearly 4,000 terms including hundreds of new entries that accurately and clearly explain the language of the world of finance and investment. Contemporary case histories offer real-world applications of investment concepts, how to  manage money in today's market, and more.

Stocks for the Long Run, 5th Edition
Stocks for the Long Run 5/E: (5th Edition)
The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies
by Jeremy J. Siegel – December 17, 2013
=>Can stocks still provide 6 to 7 percent per year after inflation? This edition forecasts future stock returns and shows how to determine whether the market is overvalued or not.
=>Siegel provides an expert’s analysis of the most important factors behind the crisis; the state of current stability/instability of the financial system and where the stock market fits in; and the viability of value investing as a long-term strategy.
Extraordinary Popular Delusions and The Madness of Crowds:
All Volumes - Complete and Unabridged Paperback
– Unabridged,
November 1, 2016   by Charles Mackay (Author)
Charles MacKay's groundbreaking examination of a staggering variety of popular delusions, crazes and mass follies is presented here in full with no abridgements.

                    Top of page

Kirk's Recommended Investment Books - Advanced
 I use the ideas in these books to manage my "explore portfolio" described in "Kirk Lindstrom's Investment Letter"


Contrarian Investment Strategies: The Psychological Edge
Beat the Market by Going Against the Crowd 
by David N. Dreman: / Hardcover / Published 1998 / 464 pages 

Kirk's Review: One of my favorite investment books!  The Crash of 2007 revealed in dramatic fashion that there are glaring flaws in the theory that underlies all of the prevailing investment strategies—efficient market theory. This theory, and all of the most popular investing strategies, fail to account for major, systematic errors in human judgment that the powerful new research in psychology David Dreman introduces has revealed, such as emotional over-reactions and a host of mental shortcuts in judgment that lead to wild over and under-valuations of stocks, bonds, and commodities and to bubbles and crashes. It also leads to horribly flawed assessments of risk.
                    Original: Contrarian Investment Strategies - The Next Generation


The Intelligent Investor
by Benjamin Graham;   Forward by John C. Bogle, Founder of The Vanguard Group

Graham's Intelligent Investor sets about educating the average person as to what makes an investment, what makes a speculation and how this knowledge can be applied to build wealth in the most risk-averse way possible.  A VALUE Investor's MUST HAVE book! 
      Buy Audio Cassette

The Bond Book, Third Edition: Everything Investors Need to Know About Treasuries, Municipals, GNMAs, Corporates, Zeros, Bond Funds, Money Market Funds, and More
by Annette Thau - 3rd edition (October 27, 2010)
  • Buying individual bonds or bond funds
  • The ins and outs of open-end funds, closed-end funds, and exchangetraded funds (ETFs)
  • The new landscape for municipal bonds: the changed rating scales, the near demise of bond insurance, and Build America Bonds (BABs)
  • The safest bond funds
  • Junk bonds (and emerging market bonds)
  • Buying Treasuries without paying a commission
  • TIPS, Inflation-indexed Securities

Technical Analysis of Stock Trends, Eleventh Edition
By Robert Edwards, John Magee / Hardcover

DanG's Review: This is the first and best book I ever read on charting way back in 1966. It was based on the original work of Richard W. Schabacker, who wrote "Technical Analysis and Stock Market Profits" back in the 30's. They both deal with trend lines and with detailed chart patterns (head and shoulders, double tops and bottoms, broadening tops, etc.) which may or may not interest you. First recommended by "DanG" on March15,1999 at my Suite101.com "Investing for the Long Term" group.

Kirk's note: Edwards and Magee is considered one of the bibles of technical analysis.  I use it often to help me pick buy and sell targets for stock in my "explore portfolio.


Beating the Business Cycle: How to Predict and Profit From Turning Points in the Economy

BEATING THE BUSINESS CYCLE is the first book to reveal how decision makers at all levels–managers, small business owners, and individuals–can see into the economy’s future when making key decisions. Should a large company search out new clients and build new factories or stores, or should it consider cost cutting and layoffs? Is it the right time for you to splurge on that luxury vacation or addition to your house, or would it be more prudent to cut back on big expenditures and save money for a rainy day?

Written in an easy-to-understand, accessible style, BEATING THE BUSINESS CYCLE reveals which of the hundreds of economic indicators to trust and which ones to trash. It will give you the tools and confidence you need to make the right decisions at the right times–even when the rest of the investing and business world would persuade you otherwise.
Top  
Articles at Seeking Alpha  and My Blog Kirk's Market Thoughts


Introduction to Management Accounting- (14th Edition) (Charles T. Horngren Series in Accounting) (Hardcover)
    I used the text in College at UC Berkeley to learn about reading annual reports. I have the 4th edition.  It was such a great book it was still used in MBA programs, 30 years later...
    The idea of the book and class was to teach CEOs how to understand what their accounting departments were telling them. I took the class because I felt it would help me become a good product designer and stock market investor if I understood what went into profits and losses for annual reports. I had to write a short essay about why I wanted to take this graduate level seminar class, was accepted and was one of only two engineering majors in the class.

More:



FUN Books for your mind:


TOP of Page
The
                    Retirement Advisor KirkLindstrom.com
Home Page
Home of "CORE & Explore�" investing.
Blog

FREE=> Investment Letter SAMPLE <== FREE
Disclaimer: The information contained in this web site is not intended to constitute financial advice, and is not a recommendation or solicitation to buy, sell or hold any security. This blog is strictly informational and educational and is not to be construed as any kind of financial advice, investment advice or legal advice. Copyright © Kirk Lindstrom.
Note: "CORE & Explore ©" was coined by and is a registered trademark of Charles Schwab & Co., Inc.