Good Reading -- November 2015
Facts and Figures 334 companies in the S&P 500 reported non-GAAP earnings in 2014, up from 232 in 2009. The dollar amount of the costs removed from those adjusted profits totaled $132 billion, more than double the level of 2009. (Source: Jack Ciesielski of The Analyst's Accounting Observer) More to that end from Footnoted Books The Devil's Financial Dictionary -- The big names keep coming. This is Jason Zweig's new book, and while it might make you chuckle the lessons behind
"Hall of Fame" Reading
I think the vast majority of everything there is to know about investing is contained in a relative handful of books and articles written by just a few people. The big ideas don’t change even if the circumstances do. This list is arbitrary by definition because it’s based solely on my opinion. It’s sorted alphabetically because they’re all excellent and there’s no sense in splitting hairs. There are also dozens of good books and articles that could have made the list, but I h