Jump to content

Industry Primers


Valueguy134
 Share

Recommended Posts

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


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


  • 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

Link to comment
Share on other sites

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.

Link to comment
Share on other sites

  • 2 weeks later...

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

Link to comment
Share on other sites

  • 1 month later...
  • 9 months later...

 

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. 

Link to comment
Share on other sites

  • 2 months later...
  • 1 year later...

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...