Recommended Reading and Viewing

Recommended Reading and Viewing

The following list is in no particular order other than denoted by the MUST READ!!! designation.  The MUST READ!!! are things that I think every serious value investor/thinker should read no matter what.

Books/PDF’s/Buffett Letters

The Intelligent Investor MUST READ!!!

Security Analysis MUST READ!!!

You Too Can Be a Stock Market Genius MUST READ!!!

Warren Buffett’s Partnership letters MUST READ!!!

Warren Buffett’s Shareholder letters. MUST READ!!!

Man, Economy, and State, with Power and Market MUST READ!!!

Margin of Safety MUST READ!!!

The Davis Dynasty.

Value Investing: From Graham to Buffett and Beyond by Bruce Greenwald

The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History

Quality of Earnings.  MUST READ!!!

Damn Right: Behind The Scenes With Berkshire Hathaway Billionaire Charlie Munger MUST READ!!!

25iq.com – Aggregated Charlie Munger thoughts on just about everything.  MUST READ!!!

Dream Big – The Story of 3G Capital.  MUST READ!!!

The Partnership:The Making of Goldman Sachs Updated and Revised Edition.  MUST READ!!!

The Einstein of Money.  MUST READ!!!

Zero to One: Notes on Startups, or How to Build the Future.  MUST READ!!! One of the best books I’ve ever read.  It could fit in multiple categories here.  It talks about everything from corporate governance, start up mindset, founders mind set, mental models, policy, behavioral finance, etc.  An amazing book.

Warren Buffett’s Ground Rules: Words of Wisdom from the Partnership Letters of the World’s Greatest Investor.  MUST READ!!!

Why Should White Guys Have All The Fun? Biography of Reginald Lewis.  MUST READ!!!

The Billionaire Who Wasn’t.  MUST READ!!!

The Man Who Owns The News: Inside the Secret World of Rupert Murdoch.

Dynasties of the Sea: The Shipowners and Financiers Who Expanded the Era of Free Trade.

Henry Singleton Resource Page Via Valuewalk this link has more than a dozen resources, links, and presentations included in the article about Singleton.  MUST READ!!!

Teledyne and a Case Study of an Excellent Capital Allocator  MUST READ!!!

A Dozen Things I’ve Learned From Henry Singleton.  MUST READ!!!

A Case Study Of Financial Brilliance Via Leon Cooperman about Singleton.  MUST READ!!!

The Warren Buffett CEO.  MUST READ!!!

Everything from the beginning on csinvesting.org MUST READ!!!

Everything on oldschoolvalue.com

Everything from the beginning on The Red Corner Blog. MUST READ!!!

Everything on this blog about company MOAT and FLOAT, especially the stuff by The Fundoo Professor and The Brooklyn Investor.

Sahara Investing.

Oddball Stocks. MUST READ!!!

Greenbackd.

Gannon and Hoang On Investing. MUST READ!!!

Whopper Investments.

Valueprax

ShadowStock

25iq.com

Punch Card Blog. MUST READ!!!

Safal Niveshek Blog.  Absolutely amazing information throughout the entire life of the blog. MUST READ!!!

Aswath Damodaran’s Blog

Monte Sol Capital

Wexboy’s Value Blog

Student of Value

The Fundoo Professor (Sanjay Bakshi’s) Blog.  MUST READ!!!

Valuewalk

The Value Investors Club.  If you are not a member of this site you can get guest access for free where you are able to see ideas that are 45 days and older.

Videos that teach basic concepts of investing like PE, book value, capital expenditures etc. Great for beginning value investors and brought to you in collaboration with the Soni Brothers.

Discussion of Maintenance Cap Ex Versus Growth Cap Ex.

Hedge Fund Letters.

Sanjay Bakshi (The Fundoo Professor) Talks and Interviews. MUST READ!!!

Insider Monkey

finviz.com – Great stock screener

Financial Times Stock Screener – Another excellent stock screener, especially for foreign companies.

mises.org – Talks about Libertarian ideals and principles.

stockspinoffs.com

morningstar.com – Great site to help do research on companies, find their filings, insider information, etc.

Investopedia.com – The best site to learn new investing terms.

Bakedesuyo Blog – I found this site and wish I would have known about it for a long time.  After finding this blog at one point I had 40+ tabs open on my phones browser for articles I wanted to read.

I’m still reading everything I want and have already added 20+ book recommendations to my to read list.

Amazing site with more than 250,000 subscribers as of this writing that “This site brings you science-based answers and expert insight on how to be awesome at life.”  MUST READ!!!

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