I liked the book; "good" but not "great";theres a clear theme of "McKinsey BIAS" thorough the whole book.
So I agree with you Jorg- I would only add "Investment Valuation" and since I haven't not read it; exclude "Dark Side of Valuation"(have not read it).
But i 100% agree.
Personally, I would start withy the Level II CFA curriculum on Equity Asset Valuation; which is available in hard copy titled "Equity Asset Valuation" in its 4th Edition. I still utilize it weekly; the thirds edition added Industry Analysis (and Intro to Industry for L1) - In my opinion i feel the work think provides the most digestible and applicable framework of any DCF content available. FROM THERE once fully grasped- move up to Aswath(s) work(s) to flourish your research work-creating your versions of metrics empirically and validly.eg instead of using net capex and changes in NWC in your reinvestment rate and model- using maintenance capex instead. You'll need to fully grasp why, how , and where to make these adjustments in your model - the CFA LII and Aswath suite of works do just that.