Found 2 comments on HN
eldavido · 2018-08-09 · Original thread
Yes and no. I read in Brealey-Myers [1] that you can get 80-90% of the way to pure beta (market risk) by picking 15-20 stocks. You just have to pick ones that aren't super correlated, e.g. 10 pharmaceutical companies.

Whether it's worth your time messing about with this is a separate matter entirely.


unixhero · 2016-09-23 · Original thread
End to End exploration and explanation of how and why global economy works. - Peter Dicken, Global Shift

Any corporate finance textbook, probably; Brearly Myers, Corporate Finance,

Watch the Yale/Stanford lectures opencourseware on Financial Markets with Schiller;

Nicholas Taleb, Black Swan;

Harry Markopolos, Nobody Would Listen,

Michael Lewis, Liars Poker,

"Leveraged Sellout", Damn It Feels Good To Be A Banker,

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