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RECOMMENDED RESOURCES
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.
Finance/Value Investing/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!!!
- Margin of Safety MUST READ!!!
- 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!!!
- 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!!!
- Zero to One: Notes on Startups, or How to Build the Future. MUST READ!!!
- Warren Buffett’s Ground Rules: Words of Wisdom from the Partnership Letters of the World’s Greatest Investor MUST READ!!!
- Small Giants – Companies That Choose To Be Great Instaed of Big 10th Anniverssary Edition.
- Billion Dollar Lessons – What You Can Learn From The Most Inexcusable Business Failures of the Last 25 years. MUST READ!!!
- The Outsiders – Eight Unconventional CEO’s and Their Radically Rational Blueprint For Success MUST READ!!!
- Financial Shenanigans 25th Anniversary Edition MUST READ!!!
- The Rebel Allocator
- Trillion Dollar Coach – The Leadership Playbook of SIlicon Valley’s Bill Campbell MUST READ!!!
- Play Bigger – How Pirates, Dreamers, and Innovators Create and Dominate Markets MUST READ!!!
- The Billion Dollar Secret – 20 Principles of Billionaire Wealth And Success MUST READ!!!
Business History/Financial 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!!!
- 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!!!
- A Short History of Cambodia: From Empire to Survival
- The Sugar Barons: Family, Corruption, Empire, and War in the West Indies MUST READ!!!
- The Google Story
- The River Of Doubt – Theodore Roosevelt’s Darkest Journey
- The Upstarts – How Uber, Airbnb, And The Killer Companies Of The New Silicon Vallye Are Changing The World MUST READ!!!
- A Splendid Exchange – How Trade Shaped The World MUST READ!!!
- Shoe Dog – A Memoir By The Creator Of Nike MUST READ!!!
- My Fathers Business – The Small Town Values That Built Dollar General Into A Billion Dollar Company
- Cable Cowboy – John Malone and The Rise of The Modern Cable Business MUST READ!!!
- The Innovators – How A Group of Hackers, Geniuses, and Geeks Created The Digital Revolution
- Principles – Life & Work MUST READ!!!
- The Better Angels of Our Nature – Why Violence Has Declined MUST READ!!!
Biographies
- 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
- The Einstein of Money MUST READ!!!
- Damn Right: Behind The Scenes With Berkshire Hathaway Billionaire Charlie Munger MUST READ!!!
- The Davis Dynasty – Fifty Years of Successful Investing On Wall Street MUST READ!!!
- Messi MUST READ!!!
- Playing For Keeps – Michael Jordan and the World He Made
- Benjamin Franklin by Walter Isaacson
- Wizard: The Life and Times of Nikola Tesla: Biography of a Genius
- Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future MUST READ!!!
- Buffett: The Making of an American Capitalist MUST READ!!!
- Jim Clayton: First a Dream MUST READ!!!
- Belichick – The Making of the Greatest Football Coach Of All Time MUST READ!!!
- Total Recall – My Unbelievably True Life Story MUST READ!!!
- The Mamba Mentality – How I Play
- Titan – The Life Of John D. Rockefeller MUST READ!!!
- Michael Jordan The Life
- The Ride of a Lifetime – Lessons Learned From 15 Years As CEO of The Walt Disney Company
Industry Case Studies/Competitive Advantages/Competitive Strategy
- Dynasties of the Sea: The Shipowners and Financiers Who Expanded the Era of Free Trade.
- Henry Singleton Resource Page Via Valuewalk 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!!!
- 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 MUST READ!!!
- Warren Buffett on his Investment in See’s MUST READ!!!
- The Secret’s of See’s Candies 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!!!
- The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers MUST READ!!!
- 48 Laws of Power
- Simplify – How The Best Businesses In The World Succeed MUST READ!!!
- Unstoppable – Finding The Hidden Assets To Renew The Core And Fuel Profiable Growth MUST READ!!!
- Beyond The Core – Expand Your Market Without Abandoning Your Roots MUST READ!!!
- How The Mighty Fall – And Why Some Companies Never Give In MUST READ!!!
Investment Float
All the following are in no particular order. And all aredesignated 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/Self Improvement/Self Development
- 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 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!!!
- 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!!!
- The Art of Learning: An Inner Journey to Optimal Performance MUST READ!!!
- The Magic Of Thinking Big MUST READ!!!
- Learn Or Die MUST READ!!!
- The One Thing – The Surprisingly Simple Truth Behind Extraordinary Resultsr MUST READ!!!
- Multipliers – How The Best Leaders Make Everyone Smarter MUST READ!!!
- Bounce: Mozart, Federer, Picasso, Beckham, and the Science of Success MUST READ!!!
- Tribal Leadership MUST READ!!!
- Fanatical Prospecting
- Be Obsessed Or Be Average MUST READ!!!
- Sell Or Be Sold
- The 21 Irrefutable Laws of Leadership: Follow Them and People Will Follow You MUST READ!!!
- Tools of Titans: The Tactics, Routines, and Habits of Billionaires, Icons, and World-Class Performers MUST READ!!!
- Grit: The Power of Passion and Perseverance MUST READ!!!
- Talent Is Overrated: What Really Separates World-Class Performers from Everybody Else MUST READ!!!
- Relentless – From Good To Great To Unstoppable MUST READ!!!
- So Good They Can’t Ignore You MUST READ!!!
- The Score Takes Care of Itself MUST READ!!!
- One Small Step Can Change Your Life – The Kaizen Way
- Extreme Ownership – How U.S. Navy SEALs Lead And Win MUST READ!!!
- The Dichotomy Of Leadership MUST READ!!!
- Can’t Hurt Me – Master Your Mind And Defy The Odds MUST READ!!!
- Great At Work – How Top Performers Do Less, Work Better, And Acheive More
- The E-Myth Revisited – Why Most Small Businesses Don’t Work And What To Do About It
- Tribe of Mentors – SHort Life Advice From The Best In The World
- Influence – The Psychology of Persuasion MUST READ!!!
- Leadership Strategy and Tactics 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
- You Are Not Your Brain: The 4-Step Solution for Changing Bad Habits, Ending Unhealthy Thinking, and Taking Control of Your Life
- Triumph of The City – How Our Greatest Investntion Makes Us Richer, Smarter, Greener, Healthier, And Happier
Philosophy
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
- You Are Not Your Brain: The 4-Step Solution for Changing Bad Habits, Ending Unhealthy Thinking, and Taking Control of Your Life
- Triumph of The City – How Our Greatest Investntion Makes Us Richer, Smarter, Greener, Healthier, And Happier
Websites/Blogs
- csinvesting.org – Everything from the beginning – MUST READ!!!
- oldschoolvalue.com Everything
- The Red Corner Blog – Everything from the beginning – MUST READ!!!
- MOAT and FLOAT – Everything on this blog especially the stuff by The Fundoo Professor and The Brooklyn Investor- MUST READ!!!
- Sahara Investing
- Oddball Stocks MUST READ!!!
- Gannon and Hoang On Investing MUST READ!!!
- Whopper Investments
- Valueprax
- ShadowStock
- 25iq.com
- Punch Card Blog MUST READ!!!
- Safal Niveshek Blog MUST READ!!!
- Aswath Damodaran’s Blog
- Monte Sol Capital
- Wexboy’s Value Blog
- Student of Value
- Wexboy’s Value Blog
- 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.
- Discussion of Maintenance Cap Ex Versus Growth Cap Ex
- Hedge Fund Letters
- Valuewalk
- 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.
- Arbor Investment Planner
- Value Stock Guide
Videos I Recommend
- 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.
- Ed Mylett and Tim Grover – Becoming Relentless MUST WATCH!!!
- Power Players With Tim Grover and Grant Cardone
- Tom Vs Time Entire Series MUST WATCH!!!
- How To Make Yourself Immune To Pain – David Goggins On Impact Theory MUST WATCH!!!
- Joe Rogan Experience #1212 – David Goggins
- Master Your Mind And Defy The Odds With David Goggins MUST WATCH!!!
- This Indian Mystic Drops Knowledge Bombs
- Joe Rogan Experience #729 – Jocko Willink MUST WATCH!!!
- Joe Rogan Experience #1109 – Matthew Walker On Sleep Being Your Superpower MUST WATCH!!!
- The Men Who Built America MUST WATCH!!!
- Ed Mylett with David Goggins – Win The War In Your Head and Find Peace MUST WATCH!!!
- Joe Rogan Experience Episodes With Jordan Peterson