Security Analysis

Process of analyzing a security (aka a company's stock) to determine whether it's price reflects its worth.

Value Investing

• Benjamin Graham: The Intelligent Investor; Graham and Dodd's Security Analysis
• Thornton Oglove: Quality of Earnings (was a newletter then (1987) a book specializing in catching ways a company's financials can be manipulated to overstate profits. internet archive lending
  • paper: in any given period, about 20% of firms manage earnings to misrepresent economic performance, and for such firms 10% of EPS is typically managed;
• James Grant: Interest Rate Observer newsletter, Minding Mr. Market book

I audited Jim Rogers' course at Columbia.

cf computer security, building security, human security