Bookshelf

Books on investing in general

Poor Charlie’s Almanack edited by Peter D. Kaufman

Fortune’s formula by William Poundstone 

A man for all markets by Edward Thorp 

Irrational exuberance by Robert J. Shiller 

The intelligent investor by Benjamin Graham 

Soros on soros by George Soros 

The intuitive investor by Jason Voss 

The most important thing by Howard Marks 

The theory of investment value by John B. Williams 

Common stocks and uncommon profits + Conservative investors sleep well by Philip Fisher

Beating the street + One up on wall street by Peter Lynch

The Warren Buffett portfolio by Robert G. Hagstrom 

Buffettology by Mary Buffett

Value investing from Graham to Buffett + Competition demystified by Bruce Greenwald

The snawball, Warren Buffett by Alice Schroeder

The education of a value investor by Guy Spier

The dhandho investor by Mohnish Pabrai

Benjamin Graham and the power of growth stocks by Frederick K. Martin

Charlie Munger the complete investor by Tren Griffin

The little book that still beats the market by Joel Greenblatt

The essays of Warren Buffett by Lawrence Cunningham

Original Berkshire Hathaway’s letters to shareholders

Original Berkshire Hathaway annual meetings : https://buffett.cnbc.com/annual-meetings/

Books on logic and reasoning in general

Fooled by randomness + The black swan + Antifragile by Nassim N. Taleb 

Against the gods by Peter L. Bernstein 

Superforecasting by Philip Tetlock and Dan Gardner

The signal and the noise by Nate Silver

An enquiry concerning human understanding by David Hume

Misbehaving by Richard Thaler

A few lessons from sherlock holmes + Seeking wisdom by Peter Bevelin

Psychology of intelligence analysis by Richard J. Heuer Jr. : https://www.cia.gov/library/center-for-the-study-of-intelligence/csi-publications/books-and-monographs/psychology-of-intelligence-analysis/PsychofIntelNew.pdf

Think fast and slow by Daniel Kahneman 

Seeing what others don’t by Gary Klein

Focus : The hidden driver of excellence by Daniel Goleman

Simple rules : how to thrive in a complex world by Donald Sull and Kathleen M. Eisenhardt

The crowd by Gustave Le Bon

Books on strategy

Competitive strategy + Competitive advantage by Michael Porter

Good / Bad strategy by Richard Rumelt

Why firms succeed by John Kay 

Who said elephants can’t dance by Louis V. Gerstner, Jr.

The inovator’s dilemma by Clayton Christensen

Only the paranoid survive by Andrew S. Grove

Quality Investing: Owning the Best Companies for the Long Term by Lawrence A. Cunningham, Torkell T. Eide and Patrick Hargreaves

The Art of Strategy by Avinash Dixit

Books on valuation

Security Analysis by Benjamin Graham and David Dodd

Valuation Mckinsey & Company by Tim Koller, Marc Goedhart and David Wessels

Damodaran on valuation by Aswath Damodaran

Narrative and numbers by Aswath Damodaran

Books on financial reporting and earnings quality

Financial shenanigans by Howard M. Schilit

What’s behind the numbers by John del Veccio and Tom Jacobs

Asian financial statement analysis by Chinhwee Tan and Thomas R. Robinson

Creative accounting, fraud and international accounting scandals by Michael J. Jones

Quality of earnings by Thornton L. O’Glove

Fraud examination, second edition by Steven M. Bragg

The signs were there by Tim Steer

The art of short selling by Kathryn F. Staley

Infectious greed by Frank Partnoy

The smartest guys in the room by Bethany McLean and Peter Elkind

Lying for money by Dan Davies

Fundamentals of corporate credit analysis by Blaise Ganguin

History books

Guns germs, and steel by Jared Diamond

Americana a 400 – year history of american capitalism by Bhu Srinivasan

A people’s history of the United States by Howard Zinn

The lessons of history by Will Durant

Why don’t we learn from History ? by Liddell Hart, B.H. and Giles LaurĂ©n

Manias, panics, and crashes by Robert Z. Aliber and Charles P. Kindelberger

Lords of finance by Liaquat Ahamed

How to win friends and influence people by Dale Carnegie

Outliers by Malcolm Gladwell