Walks through the balance sheet, income statement and cash-flow statement found in every 10-K and 10-Q.
The filing reader's shelf
Books and tools for reading 10-Ks, 10-Qs, 8-Ks and 13Fs, picked by FollowTheFilings. Every button opens the product on Amazon.
As an Amazon Associate, FollowTheFilings earns from qualifying purchases.
Start here
New to filings? Start with these six.
Benjamin Graham's book on value investing, in its Third Edition.
Financial calculator with time-value-of-money, NPV and IRR functions; approved for the CFA exam.
A laminated reference guide to the financial statements, to keep next to a 10-K.
Morgan Housel's short chapters on how people think and behave with money.
Warren Buffett's shareholder letters, arranged by topic. Berkshire's 13F filings are on this site.
Learn to read a filing
Guides, primers and reference sheets for the balance sheet, income statement and cash-flow statement.
Walks through the balance sheet, income statement and cash-flow statement found in every 10-K and 10-Q.
A laminated reference guide to the financial statements, to keep next to a 10-K.
An entry-level guide to the sections of an annual report and what each one covers.
Builds each financial statement line by line, showing how the numbers connect from one to the next.
Accounting explained in 100 pages or less, for readers new to debits and credits.
Teaches the basics of financial accounting by following the books of a lemonade stand.
A manager's guide to what the numbers in financial statements mean, written for non-finance readers.
A laminated reference of accounting equations, with worked answers.
A laminated glossary of finance terms for the jargon in filings.
A guide to detecting accounting gimmicks and fraud in financial reports, grouped by type.
Books that explain the market
Books on how investors read companies and how markets behave, from shareholder letters to index funds.
Benjamin Graham's book on value investing, in its Third Edition.
Morgan Housel's short chapters on how people think and behave with money.
Warren Buffett's shareholder letters, arranged by topic. Berkshire's 13F filings are on this site.
Peter Lynch on researching companies with information anyone can get, annual reports included.
John Bogle's short book on investing costs and index funds.
Burton Malkiel's history and theory of how stock markets behave.
Benjamin Graham's short guide to reading balance sheets and income statements.
Links balance-sheet and income-statement lines to how a long-term investor reads them.
Desk of a filings nerd
Calculators, screens and desk gear for long sessions with 10-Ks and spreadsheets.
Financial calculator with time-value-of-money, NPV and IRR functions; approved for the CFA exam.
27-inch 4K IPS monitor; more room for long PDF and EDGAR pages.
27-inch 4K IPS monitor with a Reader Mode setting.
15.6-inch 1080p portable monitor with USB-C and HDMI: filing on one screen, spreadsheet on the other.
Clamp mount that holds two screens from 13 to 30 inches, in portrait or landscape.
32-inch sit-stand desk riser with a keyboard tray that rises with the top.
47 x 17 inch desk mat in vegan PU leather with a cork base.
Logitech's low-profile wireless keyboard with backlit keys; pairs with up to 3 devices.
Logitech's wireless MX Master 3S mouse, with a contoured shape for long sessions.
Sony wireless noise-cancelling over-ear headphones, up to 35 hours of battery.
800 repositionable page tabs and 6 highlighters for marking printed filings and books.
Foldable bamboo stand with page clips and 5 angles that holds a book or printed filing open.
Gifts for finance learners
A reader, board games, books and desk pieces for someone learning finance.
Kindle Paperwhite with a 7-inch glare-free display, for the books on this shelf.
Board game for 2 to 6 players, ages 14+, built around income, expenses and cash flow.
Property-trading board game for 2 to 6 players, ages 8+.
Bull-and-bear desk statue in polyresin with a bronze-color finish.
Benjamin Graham's book on value investing, in its Third Edition.
Morgan Housel's short chapters on how people think and behave with money.
Warren Buffett's shareholder letters, arranged by topic. Berkshire's 13F filings are on this site.
Financial calculator with time-value-of-money, NPV and IRR functions; approved for the CFA exam.
Full shelf (75)
Every title on the shelf, in one list.
| Title | Link |
|---|---|
| Born to Be Wired | View on Amazon |
| Bad Blood | View on Amazon |
| Billion Dollar Whale | View on Amazon |
| How to Make a Few Billion Dollars | View on Amazon |
| Liar's Poker | View on Amazon |
| Lords of Finance | View on Amazon |
| The Big Short | View on Amazon |
| The Caesars Palace Coup | View on Amazon |
| The Outsiders | View on Amazon |
| When Genius Failed | View on Amazon |
| Zero to One | View on Amazon |
| Alexander Hamilton | View on Amazon |
| Kick Up Some Dust | View on Amazon |
| The Dealmaker | View on Amazon |
| Elon Musk | View on Amazon |
| Am I Being Too Subtle? | View on Amazon |
| The Harder You Work, The Luckier You Get | View on Amazon |
| Hot Seat | View on Amazon |
| The Everything Store | View on Amazon |
| Principles | View on Amazon |
| I Love Capitalism! | View on Amazon |
| That Will Never Work | View on Amazon |
| Shoe Dog | View on Amazon |
| The Ride of a Lifetime | View on Amazon |
| Winning | View on Amazon |
| The First Billion Is the Hardest | View on Amazon |
| What It Takes | View on Amazon |
| Sam Walton: Made in America | View on Amazon |
| Invested | View on Amazon |
| The Little Book of Common Sense Investing | View on Amazon |
| Titan | View on Amazon |
| Grinding It Out | View on Amazon |
| Steve Jobs | View on Amazon |
| Pour Your Heart Into It | View on Amazon |
| Private Equity | View on Amazon |
| The First Tycoon | View on Amazon |
| The Smartest Guys in the Room | View on Amazon |
| Barbarians at the Gate | View on Amazon |
| Red Notice | View on Amazon |
| The Money Trap | View on Amazon |
| Amp It Up | View on Amazon |
| More Money Than God | View on Amazon |
| The Box | View on Amazon |
| Private Equity Deals | View on Amazon |
| Focus | View on Amazon |
| The Founders | View on Amazon |
| The Snowball | View on Amazon |
| The Psychology of Money | View on Amazon |
| Poor Charlie's Almanack | View on Amazon |
| One Up On Wall Street (Lynch) | View on Amazon |
| The Compounders | View on Amazon |
| Mastering the Market Cycle | View on Amazon |
| Quality of Earnings | View on Amazon |
| Berkshire Hathaway Letters to Shareholders | View on Amazon |
| Thinking, Fast and Slow | View on Amazon |
| The Hard Thing About Hard Things | View on Amazon |
| The Essays of Warren Buffett, 8th Ed. | View on Amazon |
| The Most Important Thing Illuminated | View on Amazon |
| The Little Book That Still Beats the Market | View on Amazon |
| You Can Be a Stock Market Genius | View on Amazon |
| The Dhandho Investor | View on Amazon |
| Common Stocks and Uncommon Profits | View on Amazon |
| Beating the Street | View on Amazon |
| Financial Shenanigans, 4th Ed. | View on Amazon |
| Fooling Some of the People All of the Time | View on Amazon |
| The Man Who Solved the Market | View on Amazon |
| Too Big to Fail | View on Amazon |
| Den of Thieves | View on Amazon |
| The House of Morgan | View on Amazon |
| Chip War | View on Amazon |
| Apple MacBook Air 13-inch (M5) 16GB / 512GB — Midnight | View on Amazon |
| Logitech MX Keys S Wireless Keyboard | View on Amazon |
| Apple Mac mini (M6) | View on Amazon |
| Logitech Litra Glow Streaming Light | View on Amazon |
| DJI Mic Mini (2 TX + 1 RX + case) | View on Amazon |
No titles match “”. Clear the search to see the full shelf.