The following are offered as helpful sources for understanding and insight with respect to investing.  Neither list is exhaustive, but the investor may find them helpful.


Online Resources

The most important online resource the investor has at her fingertips is EDGAR.  As the Securities and Exchange Commission (SEC) website itself explains, "EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system, performs automated collection, validation, indexing, acceptance, and forwarding of submissions by companies and others who are required by law to file forms with the U.S. Securities and Exchange Commission."  This is where the investor goes to obtain much of the necessary information about companies, including annual and quarterly filings, proxies, etc.  Listed below are the links for both the SEC, which can be a useful source for information about securities laws in general, and EDGAR.


As the importance of the internet as a medium for disseminating information has come to rival or surpass other channels, another source of data on potential investments is the companies themselves.  Many corporations, even the smaller ones, include not only extensive information on their products and services, but provide their SEC filings directly to investors.  To find this information, look for the "Investor Relations" section of the company website, and within that there should be a tab entitled "SEC Filings," "Financial Reports," or some similar designation.  Often the company will provide its SEC filings in PDF format, which is visually similar to a photocopy of the original document and is frequently easier to read than other layouts.


There are many websites one can utilize to find advice about investing in general - some interesting, many worthless.  But one that every investor should visit is the Berkshire Hathaway website, which offers that company's annual reports from 1995 as well as every shareholder letter written by the CEO, legendary investor Warren Buffet, since 1977.  No investor's education is complete without thoughtful reference to these letters.


Texts of Interest

This is by no means a comprehensive list, but the following comprises a number of texts relevant to the discipline of investing that may be of interest, including a number of indispensable classics: 


  Berkshire Hathaway Annual Reports (see above)

  Security Analysis - Graham and Dodd

  The Intelligent Investor - Benjamin Graham

  The Interpretation of Financial Statements - Benjamin Graham and Spencer B. Meredith

  The Snowball: Warren Buffett and the Business of Life - Alice Schroder

  The Essential Buffet - Robert Hagstrom

  Buffet: The Making of an American Capitalist - Roger Lowenstein

  The New Buffettology - Mary Buffett and David Clark

  Investment Biker - Jim Rogers

  Adventure Capitalist - Jim Rogers

  Hot Commodities - Jim Rogers

  Pioneering Portfolio Management - David F. Swensen

  Unconventional Success: A Fundamental Approach to Personal Investment - David F. Swensen

  Market Wizards - Jack Schwager

  The New Market Wizards - Jack Schwager

  Stock Market Wizards - Jack Schwager

  The Money Masters - John Train

  The New Money Masters - John Train

  Money Masters of our Time - John Train

  Common Stocks and Uncommon Profits - Philip Fisher

  Investment for Appreciation - L.L.B. Angas

  Common Stocks as Long Term Investments - Edgar Lawrence Smith

  Reminiscences of a Stock Operator - Edwin Lefevre

  Where are the Customer's Yachts? - Fred Schwed, Jr.

  Manias, Panics and Crashes - Charles P. Kindleberger

  A Short History of Financial Euphoria - John Kenneth Galbraith

  The Go-Go Years: The Drama and Crashing Finale of Wall Street's Bullish 60s - John Brooks

  Once in Golconda: A True Drama of Wall Street 1920-1938 - John Brooks

  Fifty Years in Wall Street - Henry Clews

  The Mind of Wall Street - Leon Levy

  Investment Gurus - Peter Tanous

  More Than You Know: Finding Financial Wisdom In Unconventional Places - Michael Mauboussin 

  Bill Gross on Investing - Bill Gross

  You Can Be a Stock Market Genius - Joel Greenblatt

  The Little Book That Still Beats The Market - Joel Greenblatt

  Stocks for the Long Run - Jeremy Siegel

  Stock Market Logic - Norman Fosback

  Options as a Strategic Investment - Lawrence McMillan

  Analysis for Financial Management - Robert Higgins

  Valuation: Measuring and Managing the Value of Companies - Copeland, Koller and Murring

  Creative Cash Flow Reporting: Uncovering Sustainable Financial Performance - Charles W. Mulford,

   Eugene E. Comiskey 

  The Financial Numbers Game: Detecting Creative Accounting Practices - Charles W. Mulford,

   Eugene E. Comiskey 

  Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in Financial Reports - Howard


  Quality of Earnings: The Investor's Guide to How Much Money a Company is Really Making -

   Thorton L. O'Glove

  All About Commodities - Russel Wasendorf & Thomas McCafferty

  The CRB Commodity Yearbook

  The Commitments of Traders Bible - Stephen Briese

  The Prize: The Epic Quest for Oil, Money and Power - Daniel Yergin

  The End of Oil - Paul Roberts

  Beyond Oil: The View From Hubbert's Peak - Kenneth S. Deffeyes

  The Origin of Financial Crises: Central Banks, Credit Bubbles and the Efficient Market Theory -

   George Cooper

  Anatomy of the Bear: Lessons From Wall Street's Four Great Bottoms - Russell Napier

  Liar's Poker - Michael Lewis

  The Big Short: Inside the Doomsday Machine - Michael Lewis

  The Greatest Trade Ever - Gregory Zuckerman

  Against the Gods - Peter Bernstein

  Devil Take the Hindmost - Edward Chancellor

  The Trouble with Prosperity - James Grant

  Fooled By Randomness: The Hidden Role of Chance in the Markets and Life - Nassim Nicholas Taleb

  The Black Swan - Nassim Nicholas Taleb

  A Demon of Our Own Design: Markets, Hedge Funds, and the Perils of Financial Innovation -

   Richard Bookstaber

  The Book of Risk - Dan Borge 

  The (mis)Behavior of Markets: A Fractal View of Risk, Ruin, and Reward - Benoit Mandlebrot &

   Richard Hudson

  The Myth of the Rational Market: A History of Risk, Reward, and Delusion on Wall Street -

   Justin Fox

  The Trillion Dollar Meltdown: Easy Money, High Rollers, and the Great Credit Crash - Charles R. Morris

  Bad Money: Reckless Finance, Failed Politics, and the Global Crisis of American Capitalism -

   Kevin Phillips

  Greenspan-s Bubbles: The Age of Ignorance at the Federal Reserve - William A. Fleckenstein

  Secrets of the Temple - William Greider

  Investment Madness: How Psychology Affects Your Investing ... and What to Do About It -

   John R. Nofsinger

  The Price of Prosperity: A Realistic Appraisal of the Future of Our National Economy -

   Peter L. Bernstein

  A Primer on Money, Banking, and Gold - Peter L. Bernstein

●  Deals, Deals, and More Deals - Regina Pitaro

  Den of Thieves - James B. Stewart

  Conspiracy of Fools - Kurt Eichenwald

  Disneywar - James B. Stewart

  Stealing MySpace - Julia Angwin

  Blood in the Street - Charles Gasparino

  The Art of Short Selling - Kathryn Staley

  The Vulture Investors - Hilary Rosenberg

  When Genius Failed - Roger Lowenstein

  The Smartest Guys in the Room - Bethany McLean and Peter Elkind

  Hedgehogging - Barton Biggs 

  The Battle for the Soul of Capitalism - John Bogle 

  Corporate Governance: Promises Kept, Promises Broken - Jonathan R. Macey

  The Recurrent Crisis in Corporate Governance - Paul W. MacAvoy and Ira M. Millstein

  The Anatomy of Corporate Law: A Comparative and Functional Approach - Kraakman, Davies,      

   Hansmann, Hertig, Hopt, Kanda, and Rock

  The Emperor's Nightingale - Robert Monks

  Extreme Value Hedging: How Activist Hedge Fund Managers Are Taking on the World - Ronald D. Orol 

  Active Value Investing - Vitaly N. Katsenelson

  In Search of Excess: The Overcompensation of American Executives - Graef S. Crystal

  The Recurrent Crisis in Corporate Governance - Paul W. MacAvoy and Ira M. Milstein

  The Structure of Scientific Revolutions - Thomas Kuhn 

  Freakonomics - Steven D. Levitt and Stephen J. Dubner 

  Superfreakonomics - Steven D. Levitt and Stephen J. Dubner

  The Swerve - Stephen Greenblatt

  The Creative Process - Edited by Brewster Ghiselin

  Ubiquity: Why Catastrophes Happen - Mark Buchanan

  Nexus: Small Worlds and the Groundbreaking Theory of Networks - Mark Buchanan

  Emergence - Steven Johnson

  The Illusion of Conscious Will - Daniel M. Wegner

  Influence: The Psychology of Persuasion - Robert B. Cialdini

  Propaganda - Edward Bernays

  Strangers to Ourselves: Discovering the Adaptive Unconscious - Timothy Wilson

  Subliminal: How Your Unconscious Mind Rules Your Behavior - Leonard Mlodinow

  Thinking, Fast and Slow - Daniel Kahneman

  Manufacturing Consent - Edward S. Herman and Noam Chomsky

  No Straight Lines - Alan Moore

  Guns, Germs, and Steel - Jared Diamond

  The Mystery of Capital: Why Capitalism Triumphs in the West and Fails Everywhere else -

   Hernando deSoto

  Globalization and its Discontents - Joseph Stiglitz

  Reinventing the Bazaar: A Natural History of Markets - John McMillan

  The Authentic Adam Smith - James Buchanan

  The Myth of the Rational Market - Justin Fox

  The Big Short - Michael Lewis

  Confidence Game - Christine S. Richard

  Fooling Some of the People All of the Time - David Einhorn

  The Road to Serfdom - F.A. Hayek

  The Passing of an Illusion - Francois Furet

  The World of Yesterday - Stefan Zweig

  The Age of Capital: 1848 - 1875 - Eric Hobsbawm

  And The Money Kept Rolling In (And Out) - Paul Blustein

  The Lords of Finance - Liaquat Ahamed

  More Money Than God - Sebastian Mallaby

  Traders, Guns & Money - Satyajit Das

  Fortune's Formula - William Poundstone

  The Origin of Financial Crises - George Cooper

  The Holy Grail of Macroeconomics - Richard Koo

  Brain Bugs: How the Brain's Flaws Shape Our Lives - Dean Buonomano

  This Time is Different: Eight Centuries of Financial Folly - Reinhart and Rogoff

  The Hellhound of Wall Street - Michael Perino

  Passion for Reality: The Extraordinary Life of the Investing Pioneer Paul Cabot - Michael Yogg

  The Synergy Trap - Mark Sirower

  The Shifts and the Shocks - Martin Wolf

  Money Mania: Booms, Panics and Busts... - Bob Swarup

  Beauty Queen: Inside the Reign of Avon's Andrea Jung - Deborrah Himsel

  Shaky Ground: The Strange Saga of the U.S. Mortgage Giants - Bethany McLean 


Interesting Articles

In addition to the above, I have decided to include articles or other items of interest which may be informative or, occasionally, amusing.  Listed below are the hyperlinks therefor.    


Jim Rogers, various articles

Get Richest Quickest - New York Magazine, 11-22-04 (article on hedge fund managers)

Best Trades Ever - Economist, December 2004

A Fifth Point of Inflection, P. Bernstein, 2004