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.
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!!!
Quality of Earnings. MUST READ!!!
25iq.com – Aggregated Charlie Munger thoughts on just about everything. MUST READ!!!
Dream Big – The Story of 3G Capital. 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.
The Billionaire Who Wasn’t. MUST READ!!!
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!!!
A Dozen Things I’ve Learned From Henry Singleton. MUST READ!!!
The Warren Buffett CEO. MUST READ!!!
Competitive Advantages/Competitive Strategy
Competiton Demystified. MUST READ!!!
CEOs Don’t Care Enough About Capital Allocation. MUST READ!!!
All Strategy Is Local. MUST READ!!!
Competitive Advantage Period. MUST READ!!!
Good Strategy/Bad Strategy. MUST READ!!!
The Red Corner Blog Case Study On Kraftwerk; A look at economies of scale and how Wal-Mart changed its industry and made a ton of money. MUST READ!!!
Warren Buffett on his Investment in See’s. See’s is one of his favorite all time investments and I think his reasons for investing should be studied by every investor. MUST READ!!!
The Secret’s of See’s Candies is an extensive profile of the business, why Buffett bought it, why it is such a good business, its new expansion plans, and how Buffett and Munger almost blew the investment. MUST READ!!!
All the following are in no particular order. And all are designated as MUST READS!!!
My posts about float.
The Psychology Of Human Misjudgment MUST READ!!!
A Lesson On Elementary Worldly Wisdom MUST READ!!!
Mindset MUST READ!!!
Understanding Behavioral Biases in Finance and Investing. MUST READ!!!
Blink: The Power of Thinking Without Thinking. MUST READ!!!
Adopting A Proper Psychological Attitude. MUST READ!!!
The Power of Habit. MUST READ!!!
Moonwalking With Einstein MUST READ!!!
Willpower: Rediscovering The Greatest Human Strength. MUST READ!!!
The Four Hour Work Week. MUST READ!!!
Choose Yourself. MUST READ!!!
The Obstacle Is The Way. MUST READ!!!
The 10X Rule. MUST READ!!!
The Art of Learning: An Inner Journey to Optimal Performance. MUST READ!!! One of the best books I’ve ever read. Period.
The Magic Of Thinking Big. MUST READ!!!
Messi. MUST READ!!!
Learn Or Die. MUST READ!!!
Tribal Leadership. MUST READ!!!
Be Obsessed Or Be Average. MUST READ!!!
Grit: The Power of Passion and Perseverance. MUST READ!!!
Financial History/Regular History/Biographies
Tulipomania. MUST READ!!!
In Their Time: The Greatest Business Leaders Of The Twentieth Century. MUST READ!!! One of the best historical books I’ve ever read in any category. Probably the best business history book.
The Fortune At The Bottom of the Pyramid. MUST READ!!!
A Short History of Cambodia: From Empire to Survival. MUST READ!!!
Buffett: The Making of an American Capitalist. MUST READ!!!
Jim Clayton: First a Dream. MUST READ!!!
Zen And The Art Of Motorcycle Maintenance. 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!!!
Oddball Stocks. MUST READ!!!
Gannon and Hoang On Investing. MUST READ!!!
Punch Card Blog. MUST READ!!!
Safal Niveshek Blog. Absolutely amazing information throughout the entire life of the blog. MUST READ!!!
The Fundoo Professor (Sanjay Bakshi’s) Blog. MUST READ!!!
Videos, Sites to Help With Research, Etc Sites, Specific Discussions
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.
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.
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!!!