What I'm Reading
When I read something particularly rewarding I like to share. All of the files below are already freely available on the internet. I'm purely curating them in a centralized place based on what I see as valuable reading material. Feel free to browse. If you enjoyed something, send me a note on LinkedIn!
Counterpoint Global Insights
Michael Mauboussin is Head of Consilient Research for Counterpoint Global over at Morgan Stanley. I find his work to be fantastic because his team takes finance theory and integrates it into practical application. If you are taking graduate-level finance courses, I'd recommend reading these articles alongside your coursework.
Oaktree Capital Management
Howard Marks is terrific. His content is great for those looking to take a fundamental analysis point of view on asset allocation. Some of my favorite pieces he has put out lately are below.
J.P. Morgan
Michael Cembalest is the Chairman of Market and Investment Strategy at J.P. Morgan. He publishes a series of papers called Eye on the Market. I typically read two versions: the Energy Outlook and the broader market outlook.
Recommended Books
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Venture Capital and the Finance of Innovation
Andrew Metrick and Ayako Yasuda -
The Strategy and Tactics of Pricing
Thomas T. Nagle and Georg Müller -
Valuation: Measuring and Managing the Value of Companies
Tim Koller, Marc Goedhart, and David Wessels -
Investment Banking
Joshua Rosenbaum and Joshua Pearl -
Distressed Debt Analysis
Stephen G. Moyer -
The Credit Investor’s Handbook
Michael Gatto -
Private Equity 4.0
Clive Lipchin -
Investments
Zvi Bodie, Alex Kane, and Alan J. Marcus -
The Innovator’s DNA
Jeff Dyer, Hal Gregersen, and Clayton M. Christensen -
The Innovator’s Dilemma
Clayton M. Christensen -
The Lean Product Playbook
Dan Olsen -
Blue Ocean Strategy
W. Chan Kim and Renée Mauborgne