1931 - Arnold Bernhard, former analyst with Moody's Investor Service (laid off in 1929), later account executive managing investments, founded Arnold Bernhard & Company, Inc.; published Value Line Investment Survey; 1965 - invented complex mathematical formula, called Timeliness Ranking System, served as basis for its survey picks; 1982 - organized as Value Line, Inc. (successor to substantially all of the operations of Arnold Bernhard & Company, Inc.

January 1, 1945 - Financial Analysts Journal first published.

Arnold Bernhard (1959). The Evaluation of Common Stocks. (New York, NY: Simon & Schuster, 182 p.). Stocks.

Abraham J. Briloff (1976). More Debits than Credits: The Burnt Investor's Guide to Financial Statements. (New York, NY: Harper & Row, 453 p.). Financial statements; Accounting--United States--History.

ed. Lawrence D. Brown (2000). I/B/E/S Research Bibliography: The Annotated Bibliography of Earnings Expectations Research. (New York, NY: I/B/E/S International Inc., 169 p. [6th ed.]). Stocks--Prices--Research--Bibliography; Stock price forecasting--Research--Bibliography.

Benjamin M. Cole (2001). The Pied Pipers of Wall Street: How Analysts Sell You Down the River (Princeton, NJ: Bloomberg Press, 234 p.). Investment advisors--United States; Stockbrokers--United States; Investment analysis--United States. 

Aswath Damodaran (1996). Investment Valuation: Tools and Techniques for Determining the Value of Any Asset. (New York, NY: Wiley, 519 p.). Corporations--Valuation--Mathematical models.

Emanuel Derman (2004). My Life as a Quant: Reflections on Physics and Finance. (Hoboken, NJ: Wiley, 304 p.). SunGard/IAFE Financial Engineer (2000); Risk Hall of Fame (2002); Director of the Program in Financial Engineering (Columbia University). Derman, Emanuel; Investment advisors--Biography; Physicists--Biography; Options (Finance); Quantum theory; Mathematical physics.  

Martin S. Fridson (1993). Investment Illusions : A Savvy Wall Street  Pro Explodes Popular Misconceptions about the Markets. (New York, NY: Wiley, 230 p.). Merrill Lynch Junk Bond Department. Investment analysis; Stocks; Bonds; Securities.

Benjamin Graham and David L. Dodd (2004). Security Analysis. (New York, NY: McGraw-Hill, 770 p. [3rd ed.; orig. pub. 1934]). Professor of Finance (Columbia University); born Benjamin Grossbaum. Securities; Investments; Speculation; Securities -- United States. 

Benjamin Graham and Spencer B. Meredith with an introduction by Michael F. Price (1998). The Interpretation of Financial Statements: The Classic 1937 Edition. (New York, NY: HarperBusiness, 122 p.). Financial statements.

Kenneth S. Hackel and Joshua Livnat (1996). Cash Flow and Security Analysis. (Chicago, IL: Probus, 518 p. [2nd ed.]). President of an investment advisory firm, Professor of Accounting (NYU). Investment analysis; Cash flow.

Mark E. Haskins (2008). What Financial Reports Tell You: The Back Stories that Can Protect Your Investment Decisions. (New York, NY: McGraw-Hill, 288 p.). Professor in the Darden Graduate School of Business (University of Virginia). Financial statements; Investment analysis. Road map for seeing past noise, jargon in company reports to infer "the real story" behind company's financial performance; critical aspects of annual report, fourteen underlying "secrets"; main purposes, fundamental premises, basic content, embedded compromises,  inherent shortcomings of documents; detailed coverage of: balance sheets, income statements, statements of cash flow; auditor's report, financial statement notes, management's discussion and analysis; variety of strategies for applying information.

Jeffrey C. Hooke (1998). Security Analysis on Wall Street: A Comprehensive Guide to Today's Valuation Methods. (New York, NY: Wiley, 434 p.). Investment analysis; Securities--Research.

Scott A. Hoover (2005). Stock Valuation: A Practical Guide to Wall Street's Most Popular Valuation Models. (New York, NY: McGraw-Hill, 368 p.). Assistant Professor (Washington and Lee University). Corporations--Valuation. Limitations and idiosyncrasies of major valuation models; how money managers and bankers apply them to valuation. 

Timothy C. Jacobson (1997). From Practice to Profession: A History of the Financial Analysts Federation and the Investment Profession. (Charlottesville, VA: AIMR, 144 p.). Financial Analysts Federation--History; Investment advisors--United States--History.

Henry Kaufman with a foreword by Paul A. Volcker (2000). On Money and Markets: a Wall Street Memoir. (New York, NY: McGraw-Hill, 388 p.). Former vice Chairman of Salomon Brothers. Kaufman, Henry; Capitalists and financiers--United States--Biography; Finance--United States--History--20th century.

Andy Kessler (2003). Wall Street Meat: Jack Grubman, Frank Quattrone, Mary Meeker, Henry Blodget and Me. (Palo Alto, CA: Escape Velocity Press, 208 p.). Securities Analyst (Paine Webber , Morgan Stanley), Fund Manager. Wall Street; Financial Services. 

Michelle Leder (2003). Financial Fine Print: Uncovering a Company’s True Value. (Hoboken, NJ: Wiley, 192 p.). Corporations--Valuation; Corporations--Finance. Tools to break down annual reports, SEC filings, make sense of language of footnotes.

Arthur Levitt with Paula Dwyer (2002). Take on the Street: What Wall Street and Corporate America Don't Want You To Know, and What You Can Do To Fight Back. (New York, NY: Pantheon Books, 352 p.). Fomer Chairman, Securities and Exchange Commission. Investments; Investment analysis; Investments--United States. Battle for truth in corporate auditing and against fraud in capital markets.

Richard J. Maturi (1993). Divining the Dow: 100 of the World's Most Widely Followed Stock Market Prediction Systems. (Chicago, IL: Probus, 186 p.). Stock price forecasting; Investments.

Stephen T. McClellan (2007). Full of Bull: Do What Wall Street Does, Not What It Says, To Make Money in the Market. (Upper Saddle River, NJ: FT Press, 222 p.). First Vice President at Merrill Lynch (high-tech stocks as a supervisory analyst) for 18 years, Ranked on the Institutional Investor All-American Research Team 19 consecutive years. Stocks--United States; Investments--United States; Investment analysis; Wall Street (New York, N.Y.). Street's secrets and misleading signals; how to do your own research, systematically evaluate a company's prospects, choose investments based on core principles that work.

Charles W. Mulford and Eugene E. Comiskey (2002). The Financial Numbers Game: Detecting Creative Accounting Practices. (New York, NY: Wiley, 395 p.). Invesco Chair and Professor of Accounting; Callaway Chair and Professor of Accounting in the DuPree College of Management (Georgia Institute of Technology). Financial statements--United States.

--- (2005). Creative Cash Flow Reporting and Analysis: Uncovering Sustainable Financial Performance. (Hoboken, NJ: Wiley, 432 p.). Invesco Chair and Professor of Accounting; Callaway Chair and Professor of Accounting in the DuPree College of Management (Georgia Institute of Technology). Cash flow--Accounting.

Thornton L. O'Glove with Robert Sobel (1987). Quality of Earnings:  The Investor's Guide to How Much Money a Company is Really Making. (New York, NY: Free Press, 204 p.). Financial statements; Business enterprises--Finance; Accounting.

Alfred Rappaport, Michael J. Mauboussin; Foreword by Peter L. Bernstein (2001). Expectations Investing: Reading Stock Prices for Better Returns. (Boston, MA: Harvard Business School Press, p.). Author of Creating Shareholder Value, Chief U.S. Investment Strategist at Credit Suisse First Boston. Investment analysis; Portfolio management; Stocks--Prices.

Riccardo Rebonato (2007). Plight of the Fortune Tellers: Why We Need to Manage Financial Risk Differently. (Princeton, nj: Princeton University Press, 304 p.). Global Head of Market Risk, Quantitative Research and Quantitative Analysis at the Royal Bank of Scotland Group, London, Former Head of Complex Derivatives Trading Desk and of the Complex Derivatives Research Group at Barclays Capital. Finance--Mathematical models; Finance--risk; probability; financial risk. Excessive reliance on quantitative precision by top financial-risk professionals in attempts to assess financial risk is misleading; must apply probability, experimental psychology, decision theory to genuine decision making.

Howard M. Schilit (2002). Financial Shenanigans: How to Detect Accounting Gimmicks and Fraud in Financial Reports. (New York, NY: McGraw-Hill, 296 p. [2nd ed.]). Professor (American University). Financial statements, Misleading; Fraud. 

Stan Weinstein (1988). Stan Weinstein's Secrets for Profiting in Bull and Bear Markets. (Homewood, IL: Dow Jones-Irwin, 348 p.). Editor and Publisher of The Professional Tape Reader. Stock exchanges--United States; Securities--United States; Investment analysis.

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LINKS:

Association for Investment Management and Research                                                                                http://www.aimr.org/

BestCalls.com                                        http://www.bestcalls.com/                                                                        Operates the Internet's first and largest public directory of investor conference calls.

CEASA: The Center for Excellence in Accounting and             Security Analysis at Columbia Business School http://www0.gsb.columbia.edu/ceasa/index.html                            Provides an independent, objective voice for practical solutions in financial reporting and analysis. The mission of CEASA is to: Develop workable solutions to issues in financial reporting and accounting policy; Produce a core set of principles for equity analysis; Collect and synthesize best thinking and best practices; Disseminate ideas to regulators, analysts, investors and management; Promote and encourage sound research on relevant issues.

CFA Institute                             http://www.cfainstitute.org/                                                                          A global membership organization that awards the Chartered Financial Analyst CFA designation, CFA Institute leads the investment industry by setting the highest standards of ethics and professional excellence and vigorously advocating fair and transparent capital markets. CFA Institute has more than 78,000 members in 121 countries and territories, including the world’s 66,000 CFA charterholders, as well as 131 affiliated professional societies in 52 countries and territories.

Company Earnings Calendar http://forbes.ccbn.com/earning.asp?date=20070213&client=forbes

FirstCall Events                                http://www.firstcallevents.com/                                                        Leading directory of financial events: Earnings Dates; Conference Calls; Webcast Events; Brokerage Conferences; Split/Dividend Information; Economic Events; IPOs and Secondaries; Transcripts and Call Reports.

Footnoted                                                     http://footnoted.org/                                                                              Author of Financial Fine Print, studies corporate financial reports, found in the footnotes of SEC filings, to uncover non-shareholder related executive expenses.

How To Read the Future in Company Financial Reports http://www.facsnet.org/tools/biz_econ/covering_biz/lev.php3     Backgrounder for reporters on decoding financial statements will be equally useful for investors.

New York Society of Security Analysts                                        (Founded by Benjamin Graham)                                                                http://www.nyssa.org/

Obsolete Securities - SEC   http://www.sec.gov/answers/oldcer.htm                                                      Financial Information Inc. - Directory of Obsolete Securities is designed to identify old stock certificates with a chronological record including the details of the final action which rendered it obsolete.

Obsolete Securities - OTC Stcok Summary http://72.14.253.104/search?q=cache:dAewnfXDbRYJ: www.pinksheets.com/ products/summary.jsp+OTC+SEMI-ANNUAL+STOCK+SUMMARY.&hl=en&ct=clnk&cd=1&gl=us                  OTC Stock Summary (published by Pink Sheets LLC) - over 12,000 equities listed, current reference to over 17,000 companies, historic reference to capital changes, other corporate actions.

Obsolete Securities Directory http://www.goldsheetlinks.com/obsolete.htm

Shareholder Value                                                                       Shareholder Value    

Stock Research Sites on the Web (Sites Evaluated) http://depts.washington.edu/balib/stocksites/listsites.cgi

Valuation Resources       http://www.valuationresources.com/                                                Provides information and links to resources "for business appraisers, CPA's, and other parties interested in business valuation." Covered topics include publications; economic data and forecasts; industry overviews, issues, trends, and outlook; financial benchmarking; compensation surveys; transaction data; valuation discounts and premiums; law; taxes; online research; company profiles and credit reports; trade association directories; and forums. Subjects: Business enterprises -- Valuation.