Favorites

• Reminiscences of a Stock Operator by Edwin LeFevre
• The Making of an American Capitalist by Roger Lowenstein
• The Outsiders by William Thorndike
• Why Smart People Make Big Money Mistakes and How to Correct Them by Gary Belsky

Investor Behavior

I group anything having to do with how human’s behave in this category.  Some are explicit studies around behavioral finance.  Others are more reflective on meaning of the human condition.

Favorites

• Being Mortal by Atul Gawande
• Influence: The Psychology of Persuasion by Robert Cialdini
• No Easy Day by Mark Owen
• Reminsciences of a stock operator by Edwin Lefevre
• The Psychology of Money: Timeless lessons on wealth, greed, and happiness – Morgan Housel’s book is a best seller for a reason – enough said

Others

• 48 laws of power by Robert Green
• Art of Learning by Josh Waitzkin
• Better by Atul Gawande
• Blink by Malcolm Gladwell
• Catch me if you can by Frank Abagnale
• Complications: A Surgeon’s Notes on an Imperfect Science by Atul Gawande
• Confidential by John Nolan
• Daring Greatly by Brene Brown
• David and Goliath by Malcolm Gladwell
• Give and Take by Adam Grant
• How to think like Shakespeare by Scott Newstok
• Kitchen Confidential by Anthony Bourdain
• Man’s Search For Meaning by Victor Frankl
• Marine Sniper by Charles Henderson
• Medium Rare by Anthony bourdain
• Moneyball by Michael Lewis
• More than you know by Michael Mauboussin
• Night by Elite Weisel
• No Hero by Mark Owen
• Outliers by Malcolm Gladwell
• Predictably Irrational by Dan Ariely
• Quiet by Suain Cain
• Random Walk Down Wall Street by Burton G. Malkiel
• Range by David Epstein
• Rejection Proof by Jia Jiang
• Smarter Faster Better by Charles Duhigg
• Sources of Power by Gary Klein
• Switch by Dan and Chip Heath
• Talking to Strangers by Malcolm Gladwell
• The art of deception by Kevin Mitnick
• The art of learning by Josh Waitzkin
• The Game by Neil Strauss
• The Gifts of Imperfection by Brene Brown
• The Intelligent Investor by Benjamin Graham
• The Power of Habit by Charles Duhigg
• The Psychology of Money by Morgan Housel
• The Reading Mind by Daniel Willingham
• The Score Takes Care of itself by Bill Walsh
• The Stranger in the Wood by Michael Finkel
• The Tipping Point by Malcolm Gladwell
• The Undoing Project by Michael Lewis
• The Wisdom of Crowds by James Surowiecki
• Think Twice by Michael Mauboussin
• Thinking fast and slow by Daniel Kahneman
• Thinking in Bets by Annie Duke
• Tiny Habits by BJ Fogg
• Unbroken by Laura Hillenbrand
• Upside of Irrationality by Dan Ariely
• What Every Body Is Saying by Joe Navarro
• What the Dog Saw by Malcolm Gladwell
• Why Smart People Make Big Money Mistakes by Gary Belsky
• 100 to 1 in the Stock Market: A Distinguished Security Analyst Tells How to Make More of Your Investment Opportunities. This book was awesome. Originally published in the 1970s and then out of print, but now back, it is a fantastic look at how the market works. Some of the most clear analysis and explanation of the opportunities and pitfalls of growth equity investing. “In 100 to 1 in the Stock Market, Thomas Phelps discloses the secrets and strategies to increasing your wealth one hundredfold through buy-and-hold investing. Unlike the short-term trading trends that are popular today, Phelps’s highly logical, yet radical approach focuses on identifying compounding machines in public markets, buying their stocks, and holding these investments long term for at least ten years.”

Economics

• Capitalism Without Capital by Haskel and Westlake
• Completing Capitalism by Roche and Jakub
• Confessions of an Economic Hitman by John Perkins
• Economics in One Lesson by Henry Hazlitt
• History of Economic Thought by Lionel Robbins
• Next 100 Years by George Friedman
• Technological revolutions and financial capital by Carlota Perez
• The Worldly Philsophers by Robert Heilbroner
• Wealth and Poverty of Nations by David Landes
• Wealth of Man by Peter Jay
• Wealth of Nations by Adam Smith
• World is Flat by Thomas Friedman
• When More Is Not Better: Overcoming America’s Obsession with Economic Efficiency
• The Great Demographic Reversal by Charles Goodhart and Manoj Pradhan
• Why We Buy by Paco Underhill
• Happy Money by Elizabeth Dunn and Michael Norton
• The End of the World Is Just the Beginning: Mapping the Collapse of Globalization by Peter Zeihan. This was absolutely excellent – Author and geopolitical strategist Peter Zeihan maps out the next world: a world where countries or regions will have no choice but to make their own goods, grow their own food, secure their own energy, fight their own battles, and do it all with populations that are both shrinking and aging.
• Geopolitical Alpha. Geopolitical Alpha posits that investors should ignore the media-hyped narratives, insights from “smoke-filled rooms,” and most of their political consultants and, instead, focus exclusively on the measurable, material constraints facing policymakers.
• Investing Amid Low Expected Returns by Anti Ilmanen. Not my favorite – This book provides an evidence-based blueprint for successful investing when decades of market tailwinds are turning into headwinds.
• This Is How They Tell Me the World Ends: The Cyberweapons Arms Race WINNER of the 2021 Financial Times & McKinsey Business Book of the Year Award. “Written in the hot, propulsive prose of a spy thriller” (The New York Times), the untold story of the cyberweapons market―the most secretive, government-backed market on earth―and a terrifying first look at a new kind of global warfare.

Investor Profiles

There are so many amazing profiles of successful investors.

Favorites

• Buffet: The Making of an American Capitalist by Roger Lowenstein
• Damn Right: Charlie Munger by Janet Lowe
• Dream Big – 3G Capital by Cristiane Correa
• I Love Capitalism by Ken Langone
• The King of Cash by Christopher Winans
• There’s Always Something to do by Christopher Risso-Gill

Others

• A Man for All Markets by Ed Thorpe
• A Passion to Win by Sumner Redstone
• Active Value investing in range bound markets by Vitaly Katsenelson
• Am I Being Too Subtle by Sam Zell
• Bad Blood by Carreyou
• Biography of Bernard Baruch by James Grant
• Black Edge by Sheelah Kolhatkar
• Capital by Charles Ellis
• Common Stocks and Uncommon Profits by Philip Fisher
• Confessions of a street adict by James Cramer
• Confidence Game by Christine Richard
• Dhando Investor by Monish Pabrai
• Distress investing by Whitman and Diz
• Do Business with People You Can Trust by L. J. Rittenhouse
• Education of a speculator by Victor Niederhoffer
• Expectations Investing by Michael Maubossin
• Fooling some people all the time by David Einhorn
• Hedge Fund Market Wizards by Jack Schwager
• Hedge Hogging by Barton Biggs
• Hedge Hunters by Katherine Burton
• Intelligent Investor by Benjamin Graham
• Investment Philosophies by Aswath Damodaran
• Julian Robertson – A Tiger in the Land of Bulls and Bears by Daniel Strachman
• King Icahn by Mark Stevens
• Letters to Corporate America by Lawrence Cunningham
• Margin of Safety by Seth Klarman
• Mastering market cycle by howard marks
• Masters of the Universe by Daniel Kablec
• Mergers and Acquisitions Playbook by Mark A. Filippell
• Money masters by John Train
• Money Masters of our time by John Train
• New Money Masters by John Train
• New Market Wizards by Jack Schwager
• No Bull by Michael Steinhardt
• One Up On Wall Street by Peter Lynch
• Poor Charlie’s Almanac by Gregory Zuckerman
• Red Notice byBill Browder
• Stock Market Wizards by Jack Schwager
• The Alchemy of Finance by George Soros
• The Five Rules for Successful Stock Investing: by Pat Dorsey
• The Little Book that Beats the Market by Joel Greenblatt
• The man who solved the markets by Greg zuckerman
• The Masters of Private Equity and Venture Capital by Robert Finkel
• The Most Important Thing by Howard Marks
• The Quants by Scott Patterson
• The Snowball by Alice Schroder
• The Templeton Touch by William Proctor
• The Vulture Investors by Hilary Rosenberg
• Think Twice by Michael Maubossin
• Value Investing by Bruce Greenwald
• Value Investing With Benjamin Graham by Janet Lowe
• Value Investing with the Masters by Kirk Kazanjian
• Value Investing: From Graham to Buffett and Beyond by Bruce Greenwald
• Where Money Is King – Ron Perelman by Richard Hack
• You Can Be a Stock Market Genius by Joel Greenblatt

Market Function

• Against the Gods by Peter Bernstein
• Bringing Down the House by Ben Mezrich
• FIASCO by Frank Partnoy
• Fortune’s Formula by William Poundstone
• Money Ball by Michael Lewis
• Barbarians at the Gate by Bryan Burrough and John Helyar
• Confessions of a Street Addict by Jim Cramer
• Flash Boys by Michael Lewis
• Greatest Trade Ever by Gregory Zuckerman
• House of Morgan by Ron Chernow
• In an Uncertain World by Robert Rubin
• Liar’s Poker by Michael Lewis
• Origins of the Crash by Roger Lowenstein
• The Age of Turbulence by Alan Greenspan
• The Big Short by Michael Lewis
• The Great Crash by John Kenneth Galbraith
• The Money Game by Adam Smith
• The Predator’s Ball by Connie Bruck
• The World is Flat by Thomas Friedman
• Too Big Too Fail by Andrew Ross Sorkin
• Trading with the Enemy by Nicholas Maier
• Ugly Americans by Ben Mezrich
• Wall Street Meat by Andy Kessler
• When Genius Failed by Roger Lowenstein
• When Markets Collide by Mohammed El Arain
• Wolf of Wall Street by Jordan Belfort
• The Memoirs of Walter Bagehot by Fank Prochaska

Portfolio Management

• Art of Value Investing by Whitney Tilson
• Education of a Value Investor by Guy Spier
• Foundation & Endowment Investing by Lawrence Kochard, Cathleen Rittereiser
• Pioneering Portfolio Management by David Swensen
• The Ivy Portfolio by Mebane Faber, Eric Richardson
• Top Hedge Fund Investors by Lawrence Kochard, Cathleen Rittereiser
• What I learned losing a million dollars by Jim Paul
• Winning the Losers Game by Charles Ellis

Private Equity

• Home Run – A Pro’s Guide to Selling Your Business by Jim Cumbee
• Private Equity Laid Bare by Ludovic Phalippou

Venture Capital

• E-Boys:  The True Story of the Six Men Who Backed eBay by Randall Stross

Security Analysis

• Building Financial Models with Microsoft Excel by K. Scott Proctor
• Common Stocks, Uncommon Profits by Phil Fisher
• HBR Guide to Buying a Small Business by Ruback and Yudkoff
• Investment Valuation by Damodaran
• Quality of Earnings by Thornton O’Glove
• Security Analysis by Graham and Dodd
• The Wall Street Journal Complete Money and Investing Guidebook  by Wall Street Journal
• Valuation: Measuring and Managing the Value of Companies by McKinsey and Company
• When stocks crash nicely by Katherine Staley
• Beyond Performance by Russ Alan Prince