Equity Research
- The Investment Checklist: The Art of In-Depth Research; Hardcover – 2011 by Michael Shearn
- Essays of Warren Buffett, 4th Edition Paperback – 1 Jan 2015 by Lawrence A. Cunningham (Author)
- Common Stocks and Uncommon Profits and Other Writings , August 2003 by Philip A. Fisher
- Video: Competitive Advantage and Shareholder Value
https://www.youtube.com/watch?v=YFS5JBgz1Xc - Video: Lessons from the Greatest Minds of Investing
https://www.youtube.com/watch?v=vQadYnrJeh0&index=7&list=PLGGpadyh0wS53HdovgrEgRwEqHcWrJwgP - Video: Clayton Christensen: “Where does Growth come from?”
https://www.youtube.com/watch?v=rHdS_4GsKmg - Sanjay Bakshi: “The Prejudices of Mr. Market”
https://www.youtube.com/watch?v=kpy_hi3ZAj0 - Investment Checklist
https://hurricanecapital.wordpress.com/checklist/ - Measuring the Moat
http://csinvesting.org/wp-content/uploads/2013/07/Measuring_the_Moat_July2013.pdf - Competitive Advantage Period
http://people.stern.nyu.edu/adamodar/pdfiles/eqnotes/cap.pdf - Economic Returns and Total Shareholder Value
https://doc.research-and-analytics.csfb.com/docView?language=ENG&format=PDF&source_id=em&document_id=805915460&serialid=b3Wu0sLSCMh00cBXg5ql%2fa4nh5XcibIeQg7OZgs4w68%3d - Economics of Consumer Businesses
https://hurricanecapital.files.wordpress.com/2015/02/the-economics-of-customer-businesses.pdf - Total Addressable Market
https://hurricanecapital.wordpress.com/2015/09/05/new-mauboussin-paper-total-addressable-market-incl-checklist/ - Operating Leverage
https://doc.research-and-analytics.csfb.com/docView?language=ENG&format=PDF&source_id=em&document_id=807204400&serialid=bI5Je99tuDvZmNA7BwBkBy1aqMN3iU%2bmkdoAiYB8aT4%3d - Questions to ask management – Applied Equity valuation by T.Daniel Coggin and Frank J. Fabozzi
- Top 9 Questions Investors Should Ask Management
Financials &Valuation
- Video by AswathDamodaran: “Valuation: Four Lessons to Take Away”
https://www.youtube.com/watch?v=Z5chrxMuBoo&list=PLGGpadyh0wS53HdovgrEgRwEqHcWrJwgP&index=17 - What does a P/E Multiple mean
https://doc.research-and-analytics.csfb.com/docView?language=ENG&format=PDF&source_id=em&document_id=805915460&serialid=b3Wu0sLSCMh00cBXg5ql%2fa4nh5XcibIeQg7OZgs4w68%3d
Writing & Presentation
- Report template and Guidelines
- Equity Research report essentials
- Industry-specific overviews developed by CFA Institute
CFA Institute Industry Guides - Post from Enterprising Investor blog
How to Improve Your Investment Writing
Presentation skills