--- title: Investment Analysis description: Investment analysis explores the methods used to evaluate securities, portfolios, and market trends. Learners will understand how to calculate risk and return, value assets like stocks and bonds, and construct diversified investment portfolios. category: business-entrepreneurship subcategory: finance difficulty: beginner, intermediate, advanced url: /subject/investment-analysis --- # Investment Analysis Investment analysis explores the methods used to evaluate securities, portfolios, and market trends. Learners will understand how to calculate risk and return, value assets like stocks and bonds, and construct diversified investment portfolios. ## Available Resources 3 Books • 2 Courses • 3 Websites ## Books ### 1. The Intelligent Investor **Author:** Benjamin Graham The definitive guide to value investing and defensive portfolio management, emphasizing risk over speculation. **Difficulty:** Intermediate | **Price:** Paid **Link:** https://www.amazon.com/s?k=0060555661&tag=edmonddante07-20 **Tags:** value-investing, margin-of-safety, stock-market, portfolio-management ### 2. Security Analysis **Author:** Benjamin Graham, David Dodd Graham and Dodd's foundational text on fundamental analysis of stocks and bonds. Teaches how to read balance sheets and earnings records, separate investment from speculation, and value fixed-income and common-stock holdings against a margin of safety. **Difficulty:** Intermediate | **Language:** English | **Price:** Paid **Link:** https://www.amazon.com/dp/0071448209?tag=edmonddante07-20 **Tags:** books, business-entrepreneurship, finance ### 3. A Random Walk Down Wall Street **Author:** Burton G. Malkiel Malkiel's classic case for the efficient-market view and low-cost index investing. Explains asset bubbles, technical and fundamental analysis, behavioral finance and portfolio theory, so readers can judge stock-picking claims and build a sensible long-term, diversified investment plan. **Difficulty:** Intermediate | **Language:** English | **Price:** Paid **Link:** https://www.amazon.com/dp/0393320405?tag=edmonddante07-20 **Tags:** books, business-entrepreneurship, finance ## Websites ### 1. Aswath Damodaran's Website Aswath Damodaran's NYU faculty page, hosting his lecture slides, webcasts, valuation spreadsheets, and annually updated datasets on equity risk premiums, betas, and cost of capital by industry. The data feeds real discounted cash flow work. **Difficulty:** Beginner | **Price:** Free **Link:** https://pages.stern.nyu.edu/~adamodar/ **Tags:** valuation, cost of capital, equity risk premium, datasets, DCF ### 2. gurufocus.com GuruFocus is a value-investing focused financial site offering stock quotes, financial data, and valuation tools, plus in-depth analysis and learning resources, including profiles and performance of famous investors (gurus) and stock ideas. **Difficulty:** Intermediate | **Language:** English | **Price:** Free **Link:** https://gurufocus.com **Tags:** websites, business-entrepreneurship, investing ### 3. CFA Institute Official site of the body that sets and administers the CFA exams, publishing the curriculum topic areas and weights, exam policies, sample questions, the Code of Ethics and Standards of Professional Conduct, and research. Candidates use it to plan study against the tested content. **Difficulty:** Intermediate | **Language:** English | **Price:** Free **Link:** https://cfainstitute.org **Tags:** cfa-program, cfa-exam, investment-management, professional-ethics ## Courses ### 1. Investment and Portfolio Management University of Geneva course in the Investment Management specialization covering modern portfolio theory, asset allocation in practice, and risk measurement. Learners finish able to construct a diversified portfolio, compare allocation approaches, and measure and manage portfolio risk. **Difficulty:** Beginner | **Language:** English | **Price:** Free **Link:** https://www.coursera.org/learn/portfolio-risk-management **Tags:** courses, business-entrepreneurship, finance ### 2. Corporate Finance Essentials This Corporate Finance Essentials course provides a foundational understanding of key financial concepts relevant to companies, investors, and capital markets. You'll learn to interpret financial news, master essential financial vocabulary, and understand core accounting principles. No prior knowledge required. By the end of this course, you will be able to analyze company financial statements, understand basic investment strategies, and apply financial principles to business decision-making. This knowledge will be invaluable for your career in finance or accounting. Limited free materials available. **Difficulty:** Beginner | **Language:** English | **Duration:** 7 weeks of study, 2-3 hours/week | **Price:** Free **Link:** https://www.coursera.org/learn/corporate-finance-essentials **Tags:** courses, business-entrepreneurship, finance --- *This content is part of Dantes.io - Your Treasure Map to Knowledge* *Curated by humans at Dantes.io. Personal study use welcome; republishing this curation requires permission (team@dantes.io).* View this page online: https://dantes.io/subject/investment-analysis