Introduction and Gathering the Tools

Bernstein, Peter L., Capital Ideas:The Improbable Origins of Modern Wall Street (New York: Free Press, 1992).

Besanko, David and David Dranove and Mark Shanley Economics of Strategy (New York: John Wiley & Sons, 2000).

Bogle, John C., Common Sense on Mutual Funds (New York: John Wiley & Sons, 1999).

Brandenburger, Adam M. and Barry J. Nalebuff, Co-opetition:1. A Revolutionary Mindset That Redefines Competition and Cooperation; 2. The Game Theory Strategy That's Changing the Game of Business (New York: Doubleday, 1996).

Copeland, Tom and Tim Koller and Jack Murrin, Valuation: Measuring and Managing the Value of Companies, 3^rd ed. (New York: John Wiley & Sons, 2000).

Cornell, Bradford, The Equity Risk Premium (New York: John Wiley & Sons, 1999).

Christensen, Clayton M., The Innovator's Dilemma: When New Technologies Cause Great Firms to Fail (Boston: Harvard Business School Press, 1997).

Ellis, Charles D., Winning the Loser's Game, Third edition (New York: McGraw Hill, 1998).

Evans, Philip and Thomas S. Wurster, Blown to Bits: How the New Economics of Information Transforms Strategy (Boston: Harvard Business School Press, 2000).

Kaplan, Robert S. and Robin Cooper, Cost & Effect:Using Integrated Cost Systems to Drive Profitability and Performance (Boston: Harvard Business School Press: 1997).

Malkiel, Burton G., A Random Walk Down Wall Street, 7^th ed. (New York: W.W. Norton & Company, 2000).

Porter, Michael E., Competitive Advantage: Creating and Sustaining Superior Performance (New York: The Free Press, 1985).

Porter, Michael E., Competitive Strategy: Techniques for Analyzing Industries and Competitors (New York: The Free Press, 1980).

Rappaport, Alfred, Creating Shareholder Value:A Guide for Managers and Investors (New York: Free Press, 1998).

Siegel, Jeremey J., Stocks for the Long Run, 2^nd Ed. (New York: McGraw-Hill, 1998).

Shapiro Carl and Hal R. Varian, Information Rules: A Strategic Guide to the Network Economy (Boston: Harvard Business School Press, 1999).

Slywotzky, Adrian J., Value Migration: How to Think Several Moves Ahead of the Competition (Boston: Harvard Business School Press, 1996).

Implementing the Process

Amram, Martha and Nalin Kulatilaka, Real Options (Boston: Harvard Business School Press, 1999).

Bazerman, Max H. Judgment in Managerial Decision Making, (New York: John Wiley & Sons, Inc, 1998).

Brealey, Richard and Stewart C. Myers, Principles of Corporate Finance, 6^th ed.(New York: Irwin McGraw Hill, 2000).

Moore, Geoffrey A. Crossing the Chasm: Marketing and Selling High-Tech Products to Mainstream Customers (New York: HarperBusiness, 1991).

Shefrin, Hersh, Beyond Greed and Fear: Understanding Behavioral Finance and the Psychology of Investing (Boston: Harvard Business School Press, 2000).

Reading Corporate Signals

Sirower, Mark L., The Synergy Trap:How Companies Lose the Acquisition Game (New York: Free Press, 1997).