I've never really looked into value investing, but Security Analysis seems to be the go-to value investing book. The author actually mentored Warren Buffett.
Those Graham books are unreadable. A good start is Peter Lynch, One Up on Wall Street, which is more about fundamental investing. The Warren Buffett Way by Hagstrom is good about value investing in specific. You Can be a Stock Market Genius by Greenblatt is a winner. Those are the three I'd recommend.
Good place to start: https://angel.gsb.columbia.edu/AngelUploads/Content/9301-066-20093/_syllabus/Syllabus Fa09.pdf Readings: Greenwald, B., et al., Value Investing ââ required Haugen, R., The New Finance: (4 th edition)ââ required Greenblatt, J., You Can Be a Stock Market Genius ââ required Greenblatt, J., The Little Book That Beats the Market ââ required Cunningham, L., The Essays of Warren Buffett ââ required Hooke, J., Security Analysis on Wall Street ââ recommended OâShaughnessy, J., What Works on Wall Street ââ recommended Dreman, D., Contrarian Investment Strategies: Next Gen. ââ recommended Graham, B., The Intelligent Investor ââ recommended Plus â selections from Graham, B., OâGlove, T., Buffett, M., and more
Rediscovered Benjamin Graham. Series of lectures. http://www.wiley.com/legacy/products/subject/finance/bgraham/benlec1.html more here. http://www.tilsonfunds.com/superinvestors.html
I actually speed-read that book, and it had very little relevance to value investing. Most of it was dedicated to event driven investing and an overview of a few basic arbitrage models (mainly merger).
Special situations and "events" are merely places people look to find value. The type of investing described in the book is a subset of value investing.
"The Warren Buffett way" - Excellent book and quick read "Of Permanent Value" - Intriguing read but long "Riches among the Ruins" Not related to value investing, but a phenomenal atypical real on the markets.
"Margin of Safety" by Seth Klarman "The Aggressive Conservative Investor" by Martin Whitman "Security Analysis" 2nd edition by Graham & Dodd "Quality of Earnings" by Thornton O'Glove "Common Stocks and Uncommon Profits" by Phillip Fischer "Buffett: the making of an American capitalist" by Roger Lowenstein