A crash course in value investing

I put together a quick curriculum to get up to speed on investing.

1.       Key concepts
Mr. Market (The Intelligent Investor chapter 8)
Margin of Safety (The Intelligent Investor chapter 20)
Risk (Howard Marks' memo)
 
2.       Basic technical skills 1: accounting
Wharton accounting class on Coursera
Exercise: read and understand a 10K
 
3.       Basic technical skills 2: valuation
Comprehensive books by McKinsey or Damodaran
Exercise: perform a valuation
 
4.       Buffett stocks: what is a good business?
Competitve advantage and moats: excellent books by Porter, Fisher, Dorsey
Capital allocation: it's all in The Outsiders (the author presents his key toughts in this video)
The Warren Buffett Way
 
5.       Graham stocks: net-nets
Very good introduction in The Manual of Ideas(chapter 2)
Jeroen Bos provides further details with interesting case studies (I reviewed his book here)
 
6.       Special situations
Joel Greenblatt explains spin-offs, merger arbitrage etc.
The insightful Value and Opportunity blog contains current examples
 
7.       Mindset and behavior
I like a lot James Montier's little book, Jason Zweig's thoughts and Guy Spier's Education of a Value Investor
 
8.       Checklist
You can find some basic ideas here
Chapter 11 of Guy Spier's Book is extremely useful
Exercise: develop your own checklist

9. Advanced technical skills: derivatives
You can easily skip this module... but I sometimes like to sell options

10. Portfolio construction