Dr Stefano Cascino
Associate Professor of Accounting
Dr Maria Correia
Associate Professor of Accounting
Brunello Rosa
Adjunct Professor, Course Coordinator
The Intelligent Investor (2003)
By Benjamin Graham
Recommended by Dr Stefano Cascino, Associate Professor of Accounting and Prof Maria Correia, Professor of Accounting, Department of Accounting, LSE
Widely regarded as one of the most influential books on investing, The Intelligent Investor offers a timeless framework for making disciplined financial decisions in uncertain markets.
At its core is the principle of value investing, focusing on the intrinsic value of assets rather than short-term market movements. Graham introduces the concept of a “margin of safety”, helping investors manage risk while positioning for long-term returns.
In a world shaped by volatility and rapid change, the book’s emphasis on rational decision-making, patience, and sound judgement remains highly relevant. It provides leaders with a structured approach to navigating financial complexity and making investment decisions with confidence.
An essential read for anyone seeking to strengthen their financial judgement and lead with greater clarity in a changing world.
Value Investing: From Graham to Buffett and Beyond (2001)
By Bruce C. Greenwald et al.
Recommended by Dr Stefano Cascino, Associate Professor of Accounting and Prof Maria Correia, Professor of Accounting, Department of Accounting, LSE
This book provides a more modern and structured approach to understanding how value is created and sustained within businesses.
Value Investing breaks down investment analysis into core components, earnings power, asset value, and growth, offering a practical framework for assessing competitive advantage and long-term performance. It also explores how market inefficiencies can be identified and leveraged through disciplined analysis.
In an increasingly complex and fast-moving financial environment, the book equips leaders with a clearer lens to evaluate businesses, allocate capital effectively, and make decisions grounded in fundamental value rather than short-term trends.
A highly practical guide for those looking to deepen their financial judgement and apply value investing principles in today’s evolving markets.
Money: The Unauthorised Biography (2014)
By Felix Martin
Recommended by Brunello Rosa, Adjunct Professor and Course Coordinator of Global Macroeconomic Challenges, LSE
This book is a deeply intellectual yet accessible guide for anyone seeking to understand the true nature of money and its central role in modern economies. Rather than treating money as a neutral tool or technical invention, Felix Martin reframes it as a powerful social technology that has shaped institutions, political power, and economic development for thousands of years.
Drawing on history, economics, and philosophy, the book dismantles traditional myths about barter, scarcity, and financial crises, replacing them with a coherent framework for understanding money.
In an era of repeated financial shocks and rising uncertainty, Money: The Unauthorised Biography equips readers with a clear understanding of where modern economic thinking has gone wrong, challenging orthodox economic models and offering essential insights essential for policymakers, investors, and business leaders alike.
Dr Stefano Cascino
Associate Professor of Accounting
Stefano is an Associate Professor of Accounting at the LSE. His primary research interests include financial markets regulation, corporate governance, multinational corporations, and credit markets. His research has been published in leading academic journals and has inspired worldwide regulatory interventions in the field of disclosure policy. He serves as associate editor for Accounting and Business Research and European Accounting Review and sits on the editorial boards of Journal of Business Finance and Accounting, and Journal of International Accounting Research. A multi-award-winning teacher, Stefano’s teaching expertise spans financial statement analysis, equity valuation, corporate governance, and advanced financial accounting. He holds a PhD in Business Economics from the University of Naples Federico II and is a Certified Public Accountant and Statutory Auditor.
Dr Maria Correia
Associate Professor of Accounting
Maria is an Associate Professor of Accounting at the LSE. Maria’s primary research interests are in credit markets, systematic value investing, business groups, and corporate disclosure. Her papers have been published in world-leading academic journals and have been covered, among others, by Politico, The Wall Street Journal, and The Washington Post. She sits on the editorial boards of Accounting Review, Journal of Business Finance & Accounting, and Review of Accounting Studies and serves as associate editor for Accounting and Business Research and European Accounting Review. The recipient of multiple teaching awards, Maria teaches advanced topics in financial reporting and financial statement analysis for investment banking and asset management. Maria earned a PhD in Business Administration from Stanford University. Before joining the LSE, she was on the faculty at London Business School.
Brunello Rosa
Adjunct Professor, Course Coordinator
Brunello Rosa is a macroeconomist and strategist with extensive policy experience who works in the private sector and academia and advises market participants, policy makers and institutions. He also coordinates the executive education course in Global Macroeconomic Challenges at the London School of Economics, and is author of the best-selling book “Smart Money: How digital currencies will win the new Cold War – and why the West needs to act now," which was named by the Financial Times among the Best Economics Books in 2024.