Industry Primers

[Valueguy134]

I wanted to start a thread to begin a collection of industry primers that everyone can add to.  Hopefully we can make this a sticky.

 

Here are some books from the top of my head.  I have a bunch of Research Primers that I will also try to dig up links too.

 

Oil and Gas

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Oil 101 - Morgan Downey

http://www.amazon.com/Oil-101-Morgan-Downey/dp/0982039204/ref=sr_1_1?ie=UTF8&qid=1398804496&sr=8-1&keywords=oil+101

 

• 
  

The Prize -  Daniel Yergin

http://www.amazon.com/Prize-Epic-Quest-Money-Power/dp/1439110123/ref=sr_1_1?s=books&ie=UTF8&qid=1398804533&sr=1-1&keywords=the+prize

 

DB O&G 2013 Industry Primer

http://www.wallstreetoasis.com/files/DEUTSCHEBANK-AGUIDETOTHEOIL%EF%BC%86GASINDUSTRY-130125.pdf

 

http://www.srr.com/assets/pdf/oil-and-gas-company-valuations-business-valuation-review.pdf

 

https://samples-breakingintowallstreet-com.s3.amazonaws.com/72-BIWS-O&G-Valuation.pdf

 

Mining

Gold and Precious Metals

http://csinvesting.org/wp-content/uploads/2014/04/Merrill_Global_Gold-and-Precious-Metals.pdf

 

Financials

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  The Bank Credit Analysis Handbook: A Guide for Analysts, Bankers and Investors -  Jonathan Golin and Philippe Delhaise
  

http://www.amazon.com/Bank-Credit-Analysis-Handbook-Investors/dp/0470821574/ref=sr_1_1?s=books&ie=UTF8&qid=1398804594&sr=1-1&keywords=bank+credit+analysis+handbook
 
Investment Banking: Valuation, Leveraged Buyouts, and Mergers & Acquisitions -  Joshua Rosenbaum and Joshua Pearl
http://www.amazon.com/Investment-Banking-Valuation-Leveraged-Acquisitions/dp/1118656210/ref=sr_1_1?s=books&ie=UTF8&qid=1398804699&sr=1-1&keywords=investment+banking
 
Analysis and Valuation of Insurance Companies
http://www8.gsb.columbia.edu/ceasa/research/papers/industrystudies
 
Insurance accounting book (PDF): https://www.dropbox.com/s/rxspk05oanhkey7/Insurance%20Accounting%20Book.pdf
 
http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/financial-services/
 
Shipping
The Shipping Man -  Matthew McCleery
http://www.amazon.com/The-Shipping-Man-Matthew-McCleery/dp/0983716307/ref=sr_1_1?ie=UTF8&qid=1398804800&sr=8-1&keywords=the+shipping+man
 
Viking Raid: A Robert Fairchild Novel - Matthew McCleery (In progress of reading)
http://www.amazon.com/Viking-Raid-Robert-Fairchild-Novel/dp/0983716323/ref=sr_1_2?ie=UTF8&qid=1398804800&sr=8-2&keywords=the+shipping+man
 
Real Estate

Real Estate Finance & Investments: Risks and Opportunities -Peter Linneman (I only read the 2nd edition)
http://www.amazon.com/Real-Estate-Finance-Investments-Opportunities/dp/0974451835/ref=sr_1_2?s=books&ie=UTF8&qid=1398804914&sr=1-2&keywords=real+estate+peter
 
Commercial Real Estate Investing in Canada: The Complete Reference for Real Estate Professionals - Pierre Boiron and Claude Boiron (In progress of reading)
http://www.amazon.com/Commercial-Real-Estate-Investing-Canada/dp/047083840X/ref=sr_1_1?ie=UTF8&qid=1398804995&sr=8-1&keywords=commercial+real+estate+investing+in+canada

 

Media and Retail

 

Sam Walton: Made in America - John Huey

http://www.amazon.com/Sam-Walton-Made-In-America/dp/0553562835/ref=sr_1_1?ie=UTF8&qid=1399908615&sr=8-1&keywords=Made+in+America

 

The Curse of the Mogul - Jonathan A. Knee

http://www.amazon.com/The-Curse-Mogul-Leading-Companies/dp/1591843901/ref=sr_1_1?ie=UTF8&qid=1399907822&sr=8-1&keywords=The+Curse+of+the+Mogul

[ScottHall]

Analysis and Valuation of Insurance Companies

 

http://www8.gsb.columbia.edu/ceasa/research/papers/industrystudies

[Parsad]

This post defeats the purpose of having individual book reviews...it goes on the "General Discussion" area!  Cheers!

[Morgan]

This post defeats the purpose of having individual book reviews...it goes on the "General Discussion" area!  Cheers!

 

Sorry Sanjev! We were talking about a list of industry primers in another thread and thought this might be a good place to create the list.

[Valueguy134]

Insurance accounting book (PDF): https://www.dropbox.com/s/rxspk05oanhkey7/Insurance%20Accounting%20Book.pdf

[frank]

Thanks for sharing.  You might want to look into these:

 

For Media:

The Curse of the Mogul

http://www.amazon.com/The-Curse-Mogul-Leading-Companies/dp/1591843901/ref=sr_1_1?ie=UTF8&qid=1399907822&sr=8-1&keywords=The+Curse+of+the+Mogul

 

On Oil & Gas valuation:

http://www.srr.com/assets/pdf/oil-and-gas-company-valuations-business-valuation-review.pdf

 

https://samples-breakingintowallstreet-com.s3.amazonaws.com/72-BIWS-O&G-Valuation.pdf

 

And I personally think Sam Walton's Made in America is a good book about consumer retail as the story tells you what's the most important in that business and how to do things right (in a broader sense).

 

http://www.amazon.com/Sam-Walton-Made-In-America/dp/0553562835/ref=sr_1_1?ie=UTF8&qid=1399908615&sr=8-1&keywords=Made+in+America

[Valueguy134]

http://www.wallstreetoasis.com/files/DEUTSCHEBANK-AGUIDETOTHEOIL%EF%BC%86GASINDUSTRY-130125.pdf

[Valueguy134]

http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/financial-services/

[TwoCitiesCapital]

Adding this for banking:

http://www.brookings.edu/~/media/research/files/papers/2010/1/29-capital-elliott/0129_capital_primer_elliott.pdf

[oddballstocks]

Adding this for banking:

http://www.brookings.edu/~/media/research/files/papers/2010/1/29-capital-elliott/0129_capital_primer_elliott.pdf

 

Thanks, this is good.  I'd also recommend the OCC's books on the subject:

 

http://www.occ.gov/publications/publications-by-type/comptrollers-handbook/index-comptrollers-handbook.html

 

and

 

http://www.occ.gov/publications/publications-by-type/comptrollers-handbook/ots/ots-exam-handbooks-capital.html

 

These books are how regulators look at bank capital.  And at the end of the day the only thing that matters is how a regulator views a banks capital. 

[60North Investments]

Just thought I'd post this here as I came across the link when looking for industry primers. Haven't even looked at most of them yet, but seemed decent although most are 5 years or older. Hope it helps someone.

[sampr01]

Does anyone has a primer for Mortgage servicers. thanks