Investment Books
100 Baggers
Christopher W. Mayer studies stocks that returned one hundred times their original investment and identifies the business quality, growth, ownership, and patience behind them.
A Man for All Markets
Edward O. Thorp recounts how he applied probability, disciplined research, and risk management first to casino games and later to quantitative investing on Wall Street.
Asian Godfathers
Joe Studwell examines the powerful business families of Hong Kong and Southeast Asia and the political, financial, and historical systems that helped create their fortunes.
Baruch: My Own Story
Investor and statesman Bernard M. Baruch recounts his rise from a young broker to a major Wall Street speculator and adviser to American presidents.
Better, Simpler Strategy
Felix Oberholzer-Gee develops a value-based strategy framework centered on increasing customers' willingness to pay and employees' willingness to sell.
Capital Returns
Edited by Edward Chancellor, this collection of Marathon Asset Management reports shows how changes in industry investment and supply can signal future shareholder returns.
Competition Demystified
Bruce C. Greenwald and Judd Kahn offer a focused method for analyzing competitive advantages through barriers to entry, economies of scale, customer captivity, and strategy.
Devil Take the Hindmost
Edward Chancellor surveys major episodes of financial speculation, from early stock promotions and railway mania to the crash of 1929 and Japan's asset bubble.
Diary of a Very Bad Year
Edited by Keith Gessen, this series of interviews with an anonymous hedge fund manager documents the 2007–2009 financial crisis from inside the markets.
Financial Shenanigans
Howard Schilit, Jeremy Perler, and Yoni Engelhart provide a field guide to spotting earnings manipulation, misleading cash-flow reporting, and other accounting warning signs.
Fooled by Randomness
Nassim Nicholas Taleb explores luck, survivorship bias, and our tendency to mistake random outcomes for skill, especially in markets and professional decision-making.
How Asia Works
Joe Studwell compares East Asian development paths and argues that land reform, export discipline, and tightly directed finance explain much of the region's divergent performance.
Manias, Panics, and Crashes
Charles P. Kindleberger's classic history of financial crises explains the recurring cycle of credit expansion, speculative mania, distress, panic, and market collapse.
Margin of Safety
Seth A. Klarman explains a risk-averse value-investing philosophy built around buying at a discount to intrinsic value, avoiding permanent loss, and resisting market fashion.
Market Wizards
Jack D. Schwager interviews leading traders across markets and styles, revealing recurring lessons about discipline, risk management, adaptability, and independent thinking.
Money Masters of Our Time
John Train profiles leading investors including Warren Buffett, Peter Lynch, George Soros, Julian Robertson, and John Templeton, drawing out the principles behind their long-term records.
One Up on Wall Street
Peter Lynch explains how individual investors can turn everyday observations into research ideas and identify promising companies before Wall Street fully recognizes them.
Practical Speculation
Victor Niederhoffer and Laurel Kenner challenge market conventions with empirical tests, historical examples, and practical observations about speculation and price behavior.
Quality of Earnings
Thornton L. O'Glove offers a practical checklist for looking beyond reported profits to assess receivables, inventories, cash generation, nonrecurring items, and sustainable earnings.
Security Analysis, Seventh Edition: Principles and Techniques
Benjamin Graham and David Dodd's foundational text sets out rigorous methods for analyzing securities, estimating intrinsic value, and investing with a margin of safety.
The Art of Short Selling
Kathryn F. Staley uses detailed case studies to explain short-selling research, accounting warning signs, risk control, and the traits that often precede business failure.
The Bank Investor's Handbook
Nathan Tobik and Kenneth J. Yellen explain how banks make money and how investors can analyze their balance sheets, asset quality, capital, management, and valuation.
The Bubble Economy
Christopher Wood chronicles Japan's 1980s asset-price boom and its aftermath, connecting easy credit, property speculation, policy choices, and financial-system stress.
The Essays of Warren Buffett: Lessons for Corporate America
Lawrence A. Cunningham organizes Warren Buffett's shareholder letters by theme, creating a practical guide to corporate governance, capital allocation, valuation, and investing.
The Great Beanie Baby Bubble
Zac Bissonnette tells the story of the Beanie Baby craze, illustrating how manufactured scarcity, social proof, and speculative psychology can turn collectibles into a bubble.
The Great Taiwan Bubble
Steven Champion recounts Taiwan's extraordinary late-1980s stock-market boom and collapse, showing how liquidity, speculation, and mass participation drove the bubble.
The Holy Grail of Macroeconomics
Richard C. Koo develops the balance-sheet recession framework to explain why debt repayment by the private sector can weaken demand and make conventional monetary policy ineffective.
The Last Kings of Shanghai
Jonathan Kaufman traces the rival Sassoon and Kadoorie dynasties through the rise of modern Shanghai, war, revolution, and the remaking of China and Hong Kong.
The Manual of Ideas
John Mihaljevic presents a research-driven framework for generating investment ideas across value strategies, from Graham-style bargains to special situations and quality businesses.
The Model
Richard H. Lawrence describes the philosophy, practices, people, and Asian investments behind Overlook Investments' multi-decade record.
The Money Miners
Trevor Sykes tells the story of Australia's late-1960s mining-share boom, tracing the promotions, scandals, speculation, and collapses behind one of the country's wildest markets.
The Most Important Thing
Howard Marks explains second-level thinking, price versus value, market cycles, defensive investing, and the central role of risk control in superior long-term results.
The Warren Buffett Way
Robert G. Hagstrom distills Warren Buffett's approach to evaluating businesses, management, financial strength, intrinsic value, and long-term portfolio decisions.
Tomorrow's Gold
Marc Faber examines long economic and market cycles, the rise and decline of regions and asset classes, and the opportunities created by contrarian investing in emerging markets.
Wealth, War & Wisdom
Barton Biggs studies how investors and asset classes fared through the Second World War, using market history to explore wealth preservation during extreme geopolitical upheaval.
What I Learned About Investing from Darwin
Pulak Prasad applies ideas from evolutionary biology to long-term investing, emphasizing high-quality businesses, careful selection, and the discipline to hold patiently.
You Can Be A Stock Market Genius
Joel Greenblatt presents an accessible framework for finding mispriced special situations such as spinoffs, restructurings, merger securities, and bankruptcies.
