Accounting and Financial Statement Analysis
Reading the statements properly, and recognising the recurring ways they are made to say something else.
46 books · 12 people behind it
Start here
- The Interpretation of Financial StatementsBenjamin Graham, Spencer B. Meredith, 1937
- Financial ShenanigansHoward M. Schilit, Jeremy Perler, 1993
- Quality of EarningsThornton L. O'glove, 1987
The people behind it 12
Each person holds a book in this entry or names it in their own tags.
Investors 5
Benjamin Graham2 books hereMJ
Martin J. Whitman1 book herePD
Pat Dorsey1 book here
Terry Smith1 book hereJH
John Hussmannamed in their tagsExecutives 1
Academics 5
CW
Charles W. Mulford4 books hereLA
Lawrence A. Cunningham1 book here
Aswath Damodarannamed in their tagsAR
Alfred Rappaportnamed in their tagsTK
Tim Kollernamed in their tagsJournalists 1
Books 46
Benjamin Graham, David Dodd · 1934 · The founding text of security analysis and intrinsic value.
Benjamin Graham, Spencer B. Meredith · 1937 · Graham's short primer; still the cleanest introduction.
Thornton L. O'glove · 1987 · Separating reported earnings from the recurring, cash-backed kind.
H. Thomas Johnson, Robert S. Kaplan · 1987 · The book that started the field's self-criticism.
Howard M. Schilit, Jeremy Perler · 1993 · The standard field guide to earnings, cash-flow and metric manipulation.
Lawrence A. Cunningham, Warren E. Buffett · 1997 · Cunningham arranges Buffett’s letters by theme into a corporate primer.
Charles T. Horngren, Srikant M. Datar, Madhav Rajan · 1962 · The standard text; still in print sixty years on.
Terry Smith · 1992 · The UK forensic-accounting classic; got its author fired from his broker.
H. Thomas Johnson · 1992 · Johnson's follow-up, arguing against the ABC fix he helped start.
Robert S. Kaplan, Robin Cooper · 1998 · Activity-based costing worked through in practice.
Stephen H. Penman · 2001 · The accounting-based valuation textbook; residual income done properly.
T2 The Number
Alex Berenson · 2003 · How the earnings-per-share culture produced WorldCom-style accounting.
Robert S. Kaplan, Steven R. Anderson · 2007 · The simplified successor to ABC, after ABC proved too costly to run.
William H. Pike · 1983 · Plain-language primer on financial statements and how securities work
Louis Lowenstein · 1991 · Sceptical look at corporate finance orthodoxy and reported earnings
Thomas Corbett · 1998 · Goldratt's constraint thinking turned into a costing method.
Howard Schilit, Jeremy Perler · 2002 · Field guide to the accounting tricks that hide deteriorating businesses.
T3 24 Days
Rebecca Smith, John R. Emshwiller · 2003 · The two Wall Street Journal reporters who broke the story.
Barbara Ley Toffler · 2003 · An Andersen partner on how consulting revenue corroded audit.
Brian H. Maskell, Bruce Baggaley · 2003 · Value-stream costing for lean operations.
Pat Dorsey · 2003 · Morningstar primer on analysing businesses sector by sector.
Thomas P. Au · 2004 · Updates Graham and Dodd's valuation method for modern financial statements
Charles W. Mulford, Eugene E. Comiskey · 2005 · How operating cash flow itself gets dressed up.
Wesley Gray, Tobias Carlisle · 2012 · Gray and Carlisle test value screens with quantitative evidence.
T3 Steinheist
Rob Rose · 2018 · Steinhoff: the largest accounting fraud in South African corporate history.
T3 The Big Four
Ian D. Gow, Stuart Kells · 2018 · The accounting oligopoly's economics and conflicts.
Charles T. Horngren, Gary L. Sundem, John A. Elliott · 1981
Charles W. Mulford, Eugene E. Comiskey · 1996
Thomas R. Ittelson · 1998 · Plain-language guide to reading the three financial statements.
Leopold A. Bernstein, John J. Wild · 1999
Peter C. Fusaro, Ross M. Miller · 2002 · Early energy-market explainer.
Michelle Leder · 2003
Charles W. Mulford · 2005
Walter Pavlo, Neil Weinberg · 2007 · Insider: a convicted MCI/WorldCom finance manager.
Jane Gleeson-White · 2011
Martin J. Whitman · 2013
Stig Brodersen, Preston Pysh · 2014
unverified
Edgar Low, Reinhard Heyd · 2024 · Technical accounting post-mortem.