´´ Recommended Reading

Recommended Reading




Accounting:
  • Mulford/ Comiskey; The Financial Number Game - Detecting Creative Accounting Practices; Wiley 2002 
  • Benjamin Graham/ Spencer B. Meredith; The Interpretation of Financial Statement; Harper Business; 1937 
  • Thornton L. O'glove; Quality of Earnings; Free Press 1998 
  • Jeffry R.Haber; Accounting Demystified; American Management Association 2004
  • J. Edward Ketz; Hidden Financial Risk; Understanding Off-Balance Sheet Accounting; Wiley 2003
  • White/Sondhi/Fried; The Analysis and Use of Financial Statements; Wiley 2003

Corporate Finance:
  • Brealey/Myers/ Marcus; Fundamentals of Corporate Finance; 3rd. Ed; Mc Graw-Hill; 2001

Economics:
  • Henry Hazlitt; Economics in One Lesson; Three Rivers Press 1988
  • Richard A. Werner; The New Paradigm in Macroeconomics: Solving the Riddle of Japanese Macroeconomic Performance; Palgrave 2005
  • Richard A. Werner; Princes of the Yen: Japan's Central Bankers and the Transformation of the Economy; M E Sharpe inc. 2003

Economic History:
  • Niall Fergusson; The Ascent of Money; Penguin Book 2009
  • Charles Kindleberger; Manias, Panics and Crashes - A History of Financial Crisis; Basic Book 1978

Fiction:
  • David Mitchell; The Thousand Autums of Jacob De Zoet; Random House 2011 
  •  Haruki Murakami; The Wind-Up Bird Chronicle; Vintage 1999
  • Alessandro Baricco; Seide; Piper Verlag, München 1997

Investing in General:

  • Adam Smith; Supermoney; Wiley 1972 
  • George Soros; The Crisis of Global Capitalism: Opern Society Endangered; Public Affairs 1998 
  • George Soros; The Alchemy of Finance; Wiley 2007

Japan/ East- Asia:
  • Giovanni Arrighi; Adam Smith in Bejing - Die Genalogie des 21. Jahrhunderts; VSA Verlag 2008
  • Basil Hall Chamberlain; Things Japanese - Notes On Various Subjects Connected To Japan; John Murray, London 1905
  • Francis Fukuyama; Konfuzius und Marktwirtschaft : Der Konflikt der Kulturen; München; Kindler 1995
  • Hans Jürgen Mayer/Manfred Pohl; Länderbericht Japan: Geographie, Geschichte, Politik, Wirtschaft, Gesellschaft, Kultur / Bundeszentrale für Politische Bildung 1994 
  • Charles J.Mc Millan; The Japanese Industrial System; De Gruyter 1985 
  • David Pilling; Bending Adversity: Japan and the Art of Survival; The Penguin Press 2014
  • Richard Storry; A History of Modern Japan; Penguin Books 1991
  • Hans Peter Vahlefeld; Japan: Herausforderungen ohne Ende; Deutsche Verlagsanstalt 1992

Value Investing:
  • Lawrence A. Cunningham; How to Think Like Benjamin Graham and Invest Like Warren Buffett; Mc Graw-Hill; 2001 
  • Benjamin Graham/ David L.Dodd; Security Analysis Mc Graw-Hill 1934 
  • Thomas P.Au; A Modern Approach to Graham and Dodd Investing; Wiley 2004
  • Benjamin Graham; The Intelligent Investor; Harper Business Essentials
  • Seth A. Klarman; Margin of Safety; Harper Business 1991 
  • J.Dennis Jean-Jacques; The Five Keys to Value Investing; Mc Graw-Hill 2003

5 comments:

  1. Oh my god ! I am so glad I found you. I was seriously looking for guidance in terms of Japan and the value investing scene here. Is there any social media where I could follow you ? (If you are comfortable sharing, if you add that info in your about me information, I am sure you would get a lot of followers. Although I am not sure whether that would be a wise choice. )

    I am planning to read the books you mentioned here, if I had your contact, after finishing the books, I would love to do a short conversation with you (Zoom or Physical or just a short message on sns) about the books. Opportunity cost-wise, I can only offer to buy you coffee.

    ReplyDelete
    Replies
    1. Hi.

      No not at social media and not planning to join.

      I reckon you are based in Japan. I am not and thus meeting will be difficult.

      You can contact me per email through the contact form and
      I will happily reply.

      Delete
  2. Hi there,

    what are the best books/journals/articles in English on the history of investing in Japan?

    Thanks!

    ReplyDelete
    Replies
    1. Koichi Hamada; Asahi Noguchi; The Role of Preconceived Ideas in Macroeconomic Policy:
      Japan’s Experiences in the Two Deflationary Periods; CENTER DISCUSSION PAPER NO. 908; March 2005

      Yuji Kuronuma; Showa Depression: A Prescription for "Once in a Century Crisis"; Japan Center for Economic Research; April 2009


      Masato Shizume; The Japanese Economy during the Interwar Period: Instability of the Financial System and the Impact of the World Depression; Institute for Monetary and Economic Studies; May 2009


      Ben Bernanke; Some Thoughts on Monetary Policy in Japan, Remarks by Ben S. Bernanke, Member, Board of Governors of the Federal Reserve System, before the 60th Anniversary Meeting, Japan Society of Monetary Economics, Tokyo, Japan, May 31; 2003.

      Myung Soo Cha; Did Korekiyo Takahashi Rescue Japan from the Great Depression?; Discussion Paper Series A No.395; August 2000

      Koichi Hamada; Asahi Noguchi; The Role of Preconceived Ideas in Macroeconomic Policy: Japan’s Experiences in the Two Deflationary Periods; CENTER DISCUSSION PAPER NO. 908; March 2005

      Yuji Kuronuma; Showa Depression: A Prescription for "Once in a Century Crisis"; Japan Center for Economic Research; April 2009

      Kenichi Ohno; The Economic Development of Japan: The Path Traveled by Japan as a Developing Country; GRIPS Development Forum; March 2006

      Masahiko Shibamoto, Masato Shizume; How Did Takahashi Korekiyo Rescue Japan from the Great Depression?; Research Institute for Economics and Business Administration, Kobe University; Institute for Monetary and Economic Studies, Bank of Japan August 1, 2011

      Masato Shizume; The Japanese Economy during the Interwar Period: Instability of the Financial System and the Impact of the World Depression; Institute for Monetary and Economic Studies; May 2009

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    2. Thank you for such a quality list!

      Delete