About Expectations Investing
Why It Works
Frequently Asked Questions
Mauboussin on Strategy
The Consilient Observer

The Book
Excerpts from the Book
Special Site Extras

The Authors
About the Authors
Contact the Authors
Interview with the Authors

Tools and Other Resources
Online Tutorial Introduction
Online Tutorials
Online Footnotes
Recommended Books
Buy the Book


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, 3rd 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, 7th 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, 2nd 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, 6th 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). 

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