Recommended Reading and Viewing

 

Recommended Value Investment Reading  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

 

Value Investing/Finance

 

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.

Teledyne and a Case Study of an Excellent Capital Allocator

A Dozen Things I've Learned From Henry Singleton

A Case Study Of Financial Brilliance Via Leon Cooperman about Singleton

Competitive Advantages/Competitive Strategy

 

Competiton Demystified. MUST READ!!!

Only The Paranoid Survive

The Long Tail: Why the Future of Business is Selling Less of More.

Repeatability: Build Enduring Businesses for a World of Constant Change

Profit from the Core: A Return to Growth in Turbulent Times

CEOs Don’t Care Enough About Capital Allocation.  MUST READ!!!

All Strategy Is Local.  MUST READ!!!

Competitive Advantage Period.  MUST READ!!!

Understanding Competitive Advantage

Pricing Power: Illuminated

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!!!

The IKEA Edge: Building Global Growth and Social Good at the World's Most Iconic Home Store

The Art of the Start 2.0: The Time-Tested, Battle-Hardened Guide for Anyone Starting Anything.  MUST READ!!!

 

Investment Float

 

All the following are in no particular order.  And all are designated as MUST READS!!!

Berkshire Hathaway Shareholder Letters

The Brooklyn Investor: So What Is Berkshire Really Worth (Part 1)

The Brooklyn Investor: So What Is Berkshire Really Worth (Part 2)

The Brooklyn Investor: So What Is Berkshire Really Worth (Part 3)

The Brooklyn Investor: So What Is Berkshire Really Worth (Part 4)

Shookrun.com: Buffett On Insurance.

Losch Management: Insurance Float.

Bronstein Report: Estimating Berkshire Hathaway's Intrinsic Value.

Warren Buffett Explains The Genius Of Float.

Warren Buffett Plays The Float With Blue Chip Stamps And Private Jets....And Wins.

Berkshire Hathaway Worth Its SALT Part 1

Berkshire Hathaway Worth Its SALT 2012 Update - Part 2.

Buffett On Insurance And Investing: Its About The Float.

Presentation on Moats and Float.

Flirting With Float Part 1

Flirting With Float Part 2

Flirting With Float Part 3

Understanding Insurance Float

My posts about float.

Charlie Munger On Deferred Tax Liabilities and Intrinsic Value - On Float Part 1

What Is Float? On Float Part 2

Buffett's Alpha Notes - The Power of Float - On Float Part 3

How To Find Float On The Balance Sheet - On Float Part 4

How Does Float Affect Valuation? On Float Part 5

Is Float Ever Bad?  On Float Part 6

Conclusion and Further Recommended Reading - On Float Part 7

On Float The 60 Page Book

Psychology/Behavioral Finance

 

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!!!

The Brain That Changes Itself: Stories of Personal Triumph from the Frontiers of Brain Science.  MUST READ!!!

“Economic Man” to Behavioral Economics

Outsmart Your Own Biases

Adopting A Proper Psychological Attitude.  MUST READ!!!

Pitfalls To Avoid

 

Learning/Self-Improvement/Productivity

 

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!!!

Playing For Keeps - Michael Jordan and the World He Made

Virtual Freedom: How to Work with Virtual Staff to Buy More Time, Become More Productive, and Build Your Dream Business

The 10X Rule.  MUST READ!!!

Science/Mental Models

 

The Perfect Swarm: The Science of Complexity In Everyday Life

Salt Sugar Fat: How the Food Giants Hooked Us

The Tale of the Dueling Neurosurgeons: The History of the Human Brain as Revealed by True Stories of Trauma, Madness, and Recovery.  MUST READ!!!

How to Measure Anything: Finding the Value of Intangibles in Business.

 

Financial History/Regular History

 

Tulipomania. MUST READ!!!

Guns, Germs, and Steel

The House Of Gucci

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 Box: How the Shipping Container Made the World Smaller and the World Economy Bigger

The Fortune At The Bottom of the Pyramid. MUST READ!!!

Monsoon: The Indian Ocean and the Future of American Power.  MUST READ!!!

A Short History of Cambodia: From Empire to Survival.  MUST READ!!!

Benjamin Franklin by Walter Isaacson

The Sugar Barons: Family, Corruption, Empire, and War in the West Indies.  MUST READ!!!

 

Philosophy

 

Zen And The Art Of Motorcycle Maintenance.  MUST READ!!!

Meditations 

 

10 Most Popular Posts On This Blog In 2015

 

Blogs

 

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

Everything on oldschoolvalue.com

Everything from the beginning on The Red Corner BlogMUST 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

Contrarian Ville

 

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.

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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