• The Intelligent Investor by Ben Graham

  • Security Analysis by Graham & Dodd

  • Common Stocks and Uncommon Profits by Philip Fisher

  • The Snowball by Alice Schroeder

  • The Essays of Warren Buffett by Buffett & Cunningham

  • Berkshire Hathaway annual letter by Warren Buffet 

  • Buffett: The Marking of an American Capitalist by Roger Lowenstein

  • Margin of Safety by Seth Klarman

  • You Can Be A Stock Market Genius by Joel Greenblatt 

  • The Little Book that Beats the Market by Joel Greenblatt

  • The Big Short by Micheal Lewis

  • Breakout Nations by Ruchir Sharma

  • Fooling Some of the People All of the Time by David Einhorn

  • The Most Important Thing by Howard Marks 

  • Howard Marks' memos  

  • When Genius Failed by Roger Lowenstein

  • The Greatest Trade Ever by Gregory Zuckerman

  • The Dhando Investor by Mohnish Pabrai

  • Mosaic: Perspectives on Investing by Mohnish Parbrai

  • Fooled by Randomness by Nassim Taleb

  • The Black Swan by Nassim Taleb 

  • Antifragile by Nassim Taleb 

  • Influence by Robert Cialdini

  • Predictably Irrational by Dan Ariely

  • The Outsiders by William Thorndike

  • The Checklist Manifesto by Atul Gawande

  • Options, Futures & Other Derivatives by John Hull 

  • Random Walk Down Wall Street by Burton Malkiel

  • Thinking, Fast and Slow by Daniel Kahneman

  • Bull! by Maggie Mahar 

  • This Time is Different by Reinhart & Rogoff

  • Manias, Panics and Crashes by Kindleberger & Aliber​

  • The Education of a Speculator by Victor Niederhoffer

  • Practical Speculation by Victor Niederhoffer

  • A Short History of Financial Euphoria by John Galbraith

  • Quantitative Value by Gray & Carlisle

  • Business Adventures by John Brooks

  • The Relentless Revolution: A History of Capitalism by Joyce Appleby

  • Irrational Exhuberance by Robert Shiller

  • What Works on Wall Street by James O'Shaughnessy

  • The Signal and the Noise by Nate Silver

  • Why Nations Fail by Acemoglu & Robinson

  • Sapiens by Yuval Noah Harari

  • Homo Deus by Yuval Noah Harari

  • 21 Lessons for the 21st Century by Yuval Noah Harari

 

Below is material that has helped formulate our investment processes.