stock screening books
The Little Book That Beats the Market
Joel Greenblatt (2005)
Introduces a simple stock screening formula combining high return on capital with low valuation. Greenblatt’s “magic formula” is accessible to both novice and experienced investors and is backed by years of empirical results. A foundational read for understanding basic screening with a value tilt.What Works on Wall Street
James O’Shaughnessy (2011)
Provides a comprehensive, data-driven look at which stock screening strategies consistently outperform. Covers value, momentum, and fundamental metrics over decades. Great for quant-leaning investors seeking proof-based methods.How to Make Money in Stocks
William J. O’Neil (2009)
Presents the CAN SLIM system—a powerful stock screening strategy using earnings, new products, and chart patterns. It bridges technical and fundamental analysis, widely used by growth investors.Quantitative Value
Wesley Gray & Tobias Carlisle (2012)
Focuses on quantitative screening models to eliminate poor-quality value stocks. The authors apply forensic accounting and robust factor analysis to find better value investments.Rule #1
Phil Town (2006)
Explains screening criteria like return on invested capital, earnings growth, and price-to-value ratios. Designed for beginner investors wanting a practical and disciplined process.The Manual of Ideas
John Mihaljevic (2013)
Based on screens used by top hedge fund managers, the book explores multiple strategies including deep value, asset-based, and high-quality business screens. Strong on case studies and screening thought process.Screening the Market
Charles Kirkpatrick (2008)
Applies both fundamental and technical screening techniques to find winning stocks. Offers clear rules for constructing filters based on proven signals and relative strength.Security Analysis
Benjamin Graham & David Dodd (1934)
The bible of value investing. Introduces core concepts like intrinsic value and margin of safety. The methodology remains influential for screening undervalued, financially sound stocks.Value Investing: From Graham to Buffett and Beyond
Bruce Greenwald et al. (2004)
Modern interpretation of value investing that includes screening strategies adjusted for today’s markets. Focuses on earning power, asset value, and competitive advantage.The Intelligent Investor
Benjamin Graham (2006 Edition)
Legendary guide to conservative investing. Describes margin of safety, intrinsic value, and how to screen for financially sound and fairly priced stocks. Essential for all investors.