Reading List & Resource Guide
We love reading and learning from history and other great investors. Each investor must tailor his/her own approach to account for personal biases and personal tendencies, but the learning never ends.
We have learned and tailored our approach from the best practitioners of the past century, including Ben Graham, Warren Buffett, Charlie Munger, Philip Fisher, Seth Klarman, and many others.
Book Suggestions:
Security Analysis - Ben Graham
The Intelligent Investor - Ben Graham
The Most Important Thing - Howard Marks
A Margin of Safety - Seth Klarman
Poor Charlie's Almanack - Peter Kaufman
The Essays of Warren Buffett - Lawrence Cunningham
There's Always Something to Do - Christopher Risso-Gill
You Can Be a Stock Market Genius - Joel Greenblatt
The Little Book that Beats the Market - Joel Greenblatt
The Little Book of Value Investing - Christopher Browne
Common Stock and Uncommon Profits - Philip Fisher
Where are the Customers' Yachts? - Fred Schwed
The Little Book of Common Sense Investing - Jack Bogle
The Outsiders - William Thorndike Jr.
Dream Big - Christiane Correa
The Money Masters - John Train
The Smartest Guys in the Room: The Rise and Fall of Enron - Bethany McLean
Autobiography of Benjamin Franklin - Benjamin Franklin
Other Resources:
Memos from Oaktree Capital Chairman, Howard Marks - oaktreecapital.com
Warren Buffett's Berkshire Hathaway annual letters - berkshirehathaway.com
Warren Buffett Partnership letters - available upon request