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FS

Financial statement analysis

Accounting

Reading a company's accounts to judge its earnings, assets and value, from Graham and Dodd to Penman and Buffett's essays.

14 books on Financial statement analysis, 3 of them tier 1, recommended by 19 people including Mohnish Pabrai and Warren Buffett.

14 books · 26 experts

Start here

  1. The Interpretation of Financial StatementsBenjamin Graham, Spencer B. Meredith, 1937

The best books on Financial statement analysis 14

Security AnalysisSecurity Analysis
T1 Security Analysis
Benjamin Graham, David Dodd · 1934
The founding text of security analysis and intrinsic value.
Open Library
“I've spent more time with all of the editions of Benjamin Graham and David Dodd's Security Analysis than with any other book”Christopher Bloomstran
Recommended byChristopher BloomstranHoward MarksJoel GreenblattMichael BurryMohnish PabraiPrem WatsaRational Capital Investment FundSeth Klarman+5 more
The Interpretation of Financial StatementsThe Interpretation of Financial Statements
T1 The Interpretation of Financial Statements
Benjamin Graham, Spencer B. Meredith · 1937
Graham's short primer; still the cleanest introduction.
Open Library
Recommended byMohnish Pabrai
The Essays of Warren BuffettThe Essays of Warren Buffett
T1 The Essays of Warren Buffett
Lawrence A. Cunningham, Warren E. Buffett · 1997
Cunningham arranges Buffett’s letters by theme into a corporate primer.
Open Library
“The only book on Buffett endorsed by him. It's a good book to pick up after having read the last 20 years of letters to shareholders.”Mohnish Pabrai
Recommended byChristopher BloomstranFrancois RochonFrank MartinJim CollinsJoel GreenblattLee AinslieMohnish PabraiBill Ackman+5 more
Financial Statement Analysis and Security VaFinancial Statement Analysis and Security Valuation
T2 Financial Statement Analysis and Security Valuation
Stephen H. Penman · 2001
The accounting-based valuation textbook; residual income done properly.
Open Library
Why Stocks Go Up and DownWhy Stocks Go Up and Down
T3 Why Stocks Go Up and Down
William H. Pike · 1983
Plain-language primer on financial statements and how securities work
Open Library
“I highly recommend Janet Lowe's Value Investing Made Easy as a primer. I'd follow that book with Why Stocks Go Up (and Down) by William Pike.”Michael Burry
Recommended byMichael Burry
Sense and Nonsense in Corporate FinanceSense and Nonsense in Corporate Finance
T3 Sense and Nonsense in Corporate Finance
Louis Lowenstein · 1991
Sceptical look at corporate finance orthodoxy and reported earnings
Open Library
“When you think you've got it all figured out, try Sense and Nonsense in Corporate Finance.”Michael Burry
Recommended byMichael Burry
The Five Rules for Successful Stock InvestinThe Five Rules for Successful Stock Investing
T3 The Five Rules for Successful Stock Investing
Pat Dorsey · 2003
Morningstar primer on analysing businesses sector by sector.
Open Library
A Modern Approach to Graham and Dodd InvestiA Modern Approach to Graham and Dodd Investing
T3 A Modern Approach to Graham and Dodd Investing
Thomas P. Au · 2004
Updates Graham and Dodd's valuation method for modern financial statements
Open Library
Recommended byMohnish Pabrai
Quantitative Value
T3 Quantitative Value
Wesley Gray, Tobias Carlisle · 2012
Gray and Carlisle test value screens with quantitative evidence.
Open Library
Analysis of Financial StatementsAnalysis of Financial Statements
T4 Analysis of Financial Statements
Leopold A. Bernstein, John J. Wild · 1999
Open Library
Recommended byMohnish Pabrai
Financial Fine Print: Uncovering a Company'sFinancial Fine Print: Uncovering a Company's True Value
T4 Financial Fine Print: Uncovering a Company's True Value
Michelle Leder · 2003
Open Library
Recommended byMohnish Pabrai
Modern Security Analysis: Understanding Wall
T4 Modern Security Analysis: Understanding Wall Street Fundamentals
Martin J. Whitman · 2013
Subtitled Understanding Wall Street Fundamentals.
Open Library
Recommended byMohnish Pabrai
Investing Between the LinesInvesting Between the Lines
T4 Investing Between the Lines
L.J. Rittenhouse · 2012
Open Library
Recommended byMohnish PabraiWarren Buffett
It's Earnings That Count
T4 It's Earnings That Count
Hewitt Heiserman
unverified
Recommended byPatrick O'Shaughnessy

Experts 26

The people who wrote this page's books, and the people who recommend them.

Authors 8

Benjamin Grahamwrote 2 books hereDavid L. Doddwrote 1 book hereWarren Buffettwrote 1 book here
LA
Lawrence A. Cunninghamwrote 1 book here
MJ
Martin J. Whitmanwrote 1 book here
PD
Pat Dorseywrote 1 book here
TE
Tobias E. Carlislewrote 1 book here
WR
Wesley R. Graywrote 1 book here

Recommenders 19

MP
Mohnish Pabrairecommends 8 books hereWarren Buffettrecommends 3 books here
MB
Michael Burryrecommends 3 books here
JG
Joel Greenblattrecommends 2 books here
DE
David Einhornrecommends 2 books here
LL
Li Lurecommends 2 books hereBill Ackmanrecommends 2 books here
CB
Christopher Bloomstranrecommends 2 books here
PO
Patrick O'Shaughnessyrecommends 2 books hereCharlie Mungerrecommends 1 book hereHoward Marksrecommends 1 book here
JC
Jim Collinsrecommends 1 book here
Show all 19
Prem Watsarecommends 1 book hereSeth Klarmanrecommends 1 book here
FR
Francois Rochonrecommends 1 book here
FM
Frank Martinrecommends 1 book hereJamie Dimonrecommends 1 book here
LA
Lee Ainslierecommends 1 book here
RC
Rational Capital Investment Fundrecommends 1 book here
See all 26 in the Experts tab →

More accounting: ← Earnings quality and accounting tricks · Management Accounting and Unit Economics → · All accounting