Bookshelf

Here are books I read and found adding value to my life and thinking or simply I found them interesting. They are organised by category but some of them influenced a lot more fields than the category they are in.

Investing & capital allocation

1. Security Analysis – Benjamin Graham & David Dodd
2. You Can Be a Stock Market Genius – Joel Greenblatt (sounds stupid but a great one!)
3. The Snowball: Warren Buffett and the Business of Life – Alice Schroeder
4. The Alchemy of Finance – George Soros
5. Berkshire Hathaway Letters to Shareholders (Buffett’s letters)
6. Buffett Partnership Letters by Warren Buffett
7. Nomad Investment Partnership Letters to Partners 2001-2014
8. Damn Right! Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger – Janet Lowe
9. The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger’s Conglomerate Masterpiece – Adam J. Mead
10. Essays of Warren Buffett – Lawrence A. Cunningham
11. Common Stocks and Uncommon Profits and Other Writings – Philip A. Fisher
12. The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment – Guy Spier
13. Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life – William Green
14. One Up on Wall Street – Peter Lynch
15. Beating the Street – Peter Lynch
16. Benjamin Graham: The Memoirs of the Dean of Wall Street
17. Howard Marks Memos to Oaktree clients
18. The Davis Dynasty: 50 Years of Successful Investing on Wall Street – John Rothchild
19. Competition Demystified: A Radically Simplified Approach to Business Strategy – Bruce Greenwald and Judd Kahn
20. Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations – Tobias E. Carlisle
21. The Dhandho Investor: The Low – Risk Value Method to High Returns – Mohnish Pabrai
22. The Deals of Warren Buffett: Volume 1
23. The Deals of Warren Buffett: Volume 2
24. The Deals of Warren Buffett: Volume 3
25. Quality Investing: Owning the Best Companies for the Long Term – Torkell Eide, Lawrence A Cunningham, Patrick Hargreaves
26. Investing for Growth: How to make money by only buying the best companies in the world – An anthology of investment writing, 2010–20 – Terry Smith
27. Dark Side of Valuation, The: Valuing Young, Distressed, and Complex Businesses – Aswath Damodaran
28. The Little Book of Valuation – Aswath Damodaran
29. Quality of Earnings – Thornton L. O’Glove
30. Confidence Game: How Hedge Fund Manager Bill Ackman Called Wall Street’s Bluff – Christine S. Richard
31. The Bond King: How One Man Made a Market, Built an Empire, and Lost It All – Mary Childs
32. King Icahn: The Biography of a Renegade Capitalist – Mark Stevens
33. Investment Secrets from PIMCO’s Bill Gross – Timothy Middleton
34. Active Value Investing: Making Money in Range-Bound Markets – Vitaliy N. Katsenelson
35. Investing the Templeton Way: The Market-Beating Strategies of Value Investing’s Legendary Bargain Hunter – Lauren C. Templeton, Scott Phillips
36. Buying at the Point of Maximum Pessimism: Six Value Investing Trends from China to Oil to Agriculture – Lauren C. Templeton, Scott Phillips
37. Capital Allocation: The Financials of a New England Textile Mill 1955 – 1985 – Jacob McDonough
38. The Rebel Allocator – Jacob Taylor
39. A Man for All Markets: Beating the Odds, from Las Vegas to Wall Street – Ed Thorp
40. Financial Shenanigans: How to Detect Accounting Gimmicks and Fraud in Financial Reports – Howard Schilit, Jeremy Perler, Yoni Engelhart
41. Mastering The Market Cycle: Getting the odds on your side – Howard Marks
42. Distress Investing: Principles and Technique – Martin J. Whitman, Fernando Diz, Daniel D’Aniello
43. I will type in next books soon

Biographies

1. The Wit & Wisdom of Lee Kuan Yew – Kuan Yew Lee
2. Titan: The Life of John D. Rockefeller – Ron Chernow
3. Losing My Virginity: The Autobiography – Richard Branson
4. I will type in next books soon

Philosophy & approach to life

1. Poor Charlie’s Almanack: The Wit and Wisdom of Charles T. Munger – Peter D. Kaufman
2. Atlas Shrugged – Ayn Rand
3. Fountainhead – Ayn Rand
4. The Nicomachean Ethics –  Aristotle
5. The Virtue of Selfishness – Ayn Rand
6. Philosophy: Who Needs It – Ayn Rand
7. The Prince – Niccolo Machiavelli
8. Relentless: From Good to Great to Unstoppable – Tim Grover
9. Thus Spoke Zarathustra: A Book for Everyone and No One – Friedrich Nietzsche
10. I will type in next books soon

Business

1. What it Takes: Lessons in the Pursuit of Excellence – Stephen A. Schwarzman
2. Zero to one – Peter Thiel
3. The Outsiders: Eight Unconventional Ceos And Their Radically Rational Blueprint For Success – William N Thorndike
4. Crypto Wars: Faked Deaths, Missing Billions and Industry Disruption – Erica Stanford
5. The Almanack of Naval Ravikant: A Guide to Wealth and Happiness – Eric Jorgenson, Naval Ravikant
6. Alibaba: The House That Jack Ma Built –  Duncan Clark
7. I will type in next books soon

Science & other

1. Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets – Nassim Taleb
2. The Mask of Nostradamus – James Randi
3. Beat the Dealer: A Winning Strategy for the Game of Twenty-One – Ed Thorp
4. I will type in next books soon

Politics & Geopolitics

1. The Son King: Reform and Repression in Saudi Arabia – Madawi Al-Rasheed
2. Nazi Billionaires: The Dark History of Germany’s Wealthiest Dynasties –  David de Jong
3. The Righteous Mind: Why Good People are Divided by Politics and Religion – Jonathan Haidt
4. I will type in next books soon

Some „bookshelfs” I recommend looking up:

• Monish Pabrai’s Recommended Book List: http://www.chaiwithpabrai.com/bookshelf.html

• Li Lu’s Recommended Book List: https://uploads-ssl.webflow.com/5ef3c7300432b40ed865991a/5f08fb64066bae2514ad82da_Li%20Lu%20Recommended%20Book%20List.pdf