Management guru: Michael Porter

Michael Porter’s ideas are greatly useful in investment analysis.
His ideas on Competitive Advantage (of companies, states, countries etc.), Strategy, Clusters are insightful for industry analysis.
(In investment analysis, we normally do: company analysis, industry analysis, economic analysis.)

Magazine "Economist" has an article on Michael Porter:
article on Michael Porter

Institute for Strategy and Competitiveness of Harvard Business School is headed by Michael Porter.
ISC website

It has a great resources (pdf files) on Michael Porter’s past lectures or presentation.
We can see how his method is used to analyse competitiveness of strings of countries, Singapore included. Too bad Malaysia’s report is not included yet.

Look at a sample of how he analyses on competitiveness, clusters, strategy.
competitiveness (e.g Singapore)
Clusters
Strategy

Michael Porter’s consultant firm Monitor:
Monitor's website
Lots of resources on business issues and industries can be found here.

Examples of how Michael Porter’s 5-forces (threat of new entrants, power of suppliers, power of buyers, threats of substitutes, competitive rivalry) can be used in industry analysis can be seen in Investopedia’s Industry Handbook. A few industries are analysed.
Industry Handbook

Enjoy exploring :-)

Management gurus

One of the great insights from Warren Buffett on investment is :
investing is most intelligent when it is most business like;
I am a better investor because I am a businessman and
a better businessman because I am an investor.

When investing, we are actually "buying a business".
From the book "The Warren Buffett Way", it was said that we need to look at management tenet, business tenet, financial tenet and market tenet.

Let’s take a look into who are the gurus in management and their ideas.

Recommending 2 books:

1. the Handy guide to the gurus of management

This book is written by Charles Handy who himself is a management guru.
BBC website has some texts (pdf files), audio and explanation on their contributions to management.
Handy guide summary

Management gurus mentioned are Charles Handy, Peter Drucker, Tom Peters, Warren Bennis, Sumantra Ghoshal, Kenichi Ohmae, Gary Hamel, Rosabeth Moss Kanter, Bill Gates, Ricardo Semler, Michael Porter , Fons Trompenaar and Charles Hampden Turner.

2. The Ultimate Business Library: the greatest books that made management by Stuart Crainer

This book shows a good summary of management gurus, their books and their ideas. A good read.

I.O.U.S.A

I.O.U.S.A
Get a copy of "the state of the union’s finance – citizen guide".
It’s a good read on US national debts, revenues, budgets and financial well beings. In the end of the pages, there are a list of high "information density" websites related to US finances.
Take a look also at the "Bonus clip". (quite a number of them !)

Investment guru: Warren Buffett

There are many books on Warren Buffett, some of which that I like are:

The Warren Buffett Way
This is my 1st book on Warren Buffett. Works great as a summary, introductory book on Warren Buffett.

The Real Warren Buffett
I like this book very much. It touches on Warren Buffett in aspects of People Leader, Capital Manager and To Act Like An Owner. More insights on his concepts.

Buffettology
written by Mary Buffett. Perhaps she has a better understanding on Buffett’s method.

Of Permanent Value
emphasis is on his life and deeds.

There isn’t a book by Warren Buffett on his investment method yet but we can get a glimpse through his own writings/lectures.

From Berkshire Hathaway’s website, we can get:

Owner-related business principles:
website
Berkshire Hathaway annual reports:
website

Besides that, here is another good Buffett’s resources online:
website