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    This textbook reflects the author’s experience as a finance educator and industry practitioner and draws on foundational finance theory, applied managerial finance practice, open educational resources, and publicly available institutional data. The references listed here represent works that have influenced the author’s analytical framework, teaching approach, and application of financial concepts, rather than serving as direct sources for all explanations or examples. When possible, open-access and freely available sources are prioritized in support of the goals of open education. 

    Books and Monographs

    • Brigham, E. F., & Ehrhardt, M. C. (2022). Financial management: Theory & practice (16th ed.). Cengage Learning.
    • Berk, J., & DeMarzo, P. (2023). Corporate finance (6th ed.). Pearson.
    • Damodaran, A. (2012). Investment valuation: Tools and techniques for determining the value of any asset (3rd ed.). Wiley.
    • Fabozzi, F. J., & Drake, P. P. (2009). Finance: Capital markets, financial management, and investment management. Wiley.
    • Fama, E. F. (1976). Foundations of finance: Portfolio decisions and securities prices. Basic Books.
    • Fraser, L. M., & Ormiston, A. (2016). Understanding financial statements (10th ed.). Pearson.
    • Gitman, L. J., & Zutter, C. J. (2023). Principles of managerial finance (15th ed.). Pearson.
    • Higgins, R. C. (2019). Analysis for financial management (12th ed.). McGraw-Hill Education.
    • Hilton, R. W., & Platt, D. E. (2017). Managerial accounting: Creating value in a dynamic business environment (11th ed.). McGraw-Hill Education.
    • Horngren, C. T., Sundem, G. L., & Elliott, J. A. (2014). Introduction to financial accounting (11th ed.). Pearson.
    • Kahneman, D. (2011). Thinking, fast and slow. Farrar, Straus and Giroux.
    • Marr, B. (2018). Artificial intelligence in practice: How 50 successful companies used AI and machine learning to solve problems. Wiley.
    • Ross, S. A., Westerfield, R. W., & Jaffe, J. (2022). Corporate finance (13th ed.). McGraw-Hill Education.
    • Shiller, R. J. (2015). Irrational exuberance (3rd ed.). Princeton University Press.
    • Shim, J. K., & Siegel, J. G. (2011). Budgeting basics and beyond (4th ed.). Wiley.
    • Thaler, R. (2016). Misbehaving: The making of behavioral economics. W. W. Norton & Company.
    • White, G. I., Sondhi, A. C., & Fried, D. (2003). The analysis and use of financial statements (3rd ed.). Wiley.

    Foundational Journal Articles

    • Barberis, N., Shleifer, A., & Vishny, R. (1998). A model of investor sentiment. Journal of Finance.
    • Markowitz, H. (1952). Portfolio selection. Journal of Finance, 7(1), 77–91.
    • Sharpe, W. F. (1964). Capital asset prices: A theory of market equilibrium under conditions of risk. Journal of Finance, 19(3), 425–442.

    Professional and Institutional Reports

    Websites and Data Sources

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