I’ve been trying to look for any books that can help me better understand business models from an investor perspective. Any recs on securities analysis would be beneficial too no?
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Karl Marx, Das Kapital
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Porter - “What Is Strategy?”, HBR article. You can find the pdf online. Good way to think about competitive positioning. Also sounds basic but read some the 10k sections detailing operations and listen to earnings calls. Good to hear how those executives think.
Outsiders - thorndike
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