Lectura recomendada

sip, es muy de divulgación, obligatorio antes de empezar económicas en la LSE

El otro que llevo en danza

The economics background investors need to interpret global economic news distilled to the essential elements: A tool of choice for investment decision–makers. Written by a distinguished academics and practitioners selected and guided by CFA Institute, the world’s largest association of finance professionals, Economics for Investment Decision Makers is unique in presenting microeconomics and macroeconomics with relevance to investors and investment analysts constantly in mind. The selection of fundamental topics is comprehensive, while coverage of topics such as international trade, foreign exchange markets, and currency exchange rate forecasting reflects global perspectives of pressing investor importance. Concise, plain–English introduction useful to investors and investment analysts Relevant to security analysis, industry analysis, country analysis, portfolio management, and capital market strategy Understand economic news and what it means All concepts defined and simply explained, no prior background in economics assumed Abundant examples and illustrations Global markets perspective

Warren E. Buffett first took control of Berkshire Hathaway Inc., a small textile company, in April of 1965. A share changed hands for around $18 at the time. Forty-eight letters to shareholders later, the same share traded for $134,060, compounding investor capital at just under 21% per year -- a multiplier of 7,448 times.

This book compiles the full, un-edited versions of every one of Warren Buffett's letters to the shareholders from 1965 to 2012 (706 pages), including 1965-1976 letters not available on Berkshire's website. In addition to providing an astounding case study on Berkshire's success, Buffett shows an incredible willingness to share his methods and act as a teacher to his many students.

There are hundreds of books about Buffett's life, advice, and methods. These are his actual letters -- word for word -- a "lesson plan" of his views on business and investing. You can find most of the letters for free on Berkshire's website, but this compiles them into a well-designed, easily readable format.

Hola Helm,

estoy preparando varias lecturas con objetivo formativo, y me hacían falta libros, artículos, ensayos, papers, sobre análisis cualitativo. De momento tengo estos dos:
The Little Book That Builds Wealth
Competitive Strategy: Techniques for Analyzing Industries and Competitors
El primero sobre ventajas competitivas, el segundo, de Porter (que tiene varios más, pero prefiero comenzar con este).
No sé si tú tengas alguna otra lectura recomendada en este sentido.

Un saludo.

hola Helmholtz

os dejo un enlace a las letters de Howard Marks, me parecen interesantisimas.

http://www.oaktreecapital.com/memo.aspx

Hola, me viene a la cabeza http://www.amazon.co.uk/COMPETITION-DEMYSTIFIED-Radically-Simplified-Approach/dp/1591841801/ref=sr_1_1?ie=UTF8&qid=1380831798&sr=8-1&keywords=competition+demystified muchos de los análisis están basados en casos del MBA de Harvard que puedes conseguir a traves del servicio de publicaciones del IESE http://www.iesep.com/ Que yo conozca tienes también http://www.amazon.co.uk/Economics-Strategy-International-Student-Version/dp/0470484837/ref=sr_1_2?ie=UTF8&qid=1380831895&sr=8-2&keywords=economics+of+strategy pero es muy teórico, es mñas un manial de IO que de estrategia. Un saludo

Pa los que no tenemos background financiero y nos surgen dudas que no sabemos donde mirar

"In Financial Markets and Institutions, best-selling authors Mishkin and Eakins provide a practical introduction to prepare students for today’s changing landscape of financial markets and institutions. A unifying framework uses a few core principles to organize students’ thinking then examines the models as real-world scenarios from a practitioner’s perspective. By analyzing these applications, students develop the critical-thinking and problem-solving skills necessary to respond to challenging situations in their future careers."