Bookshelf

The following books have shaped our thinking and approach to investing, business, and the markets. Certain of these titles have provided the foundational underpinnings of our value investing philosophy. Others just improve the way you think.

Investing Foundations


The Intelligent Investor
Benjamin Graham
Poor Charlie’s Almanack: The Wit & Wisdom of Charles T. Munger
Peter D. Kaufman

Security Analysis
Benjamin Graham & David Dodd

The Essays of Warren Buffet
Lawrence A. Cunningham

Fortune’s Formula
William Poundstone

Common Stocks and Uncommon Profits
Phillip A. Fisher

The Interpretation of Financial Statements
Benjamin Graham & Spencer D. Meredith

Biography


Sam Walton: Made in America
Sam Walton & John Huey

Einstein: His Life and Universe
Walter Isaacson

Titan: The Life of John D. Rockefeller, Sr.
Ron Chernow

The Autobiography of Benjamin Franklin
Benjamin Franklin
House of Morgan
Ron Chernow
Surely You’re Joking, Mr. Feynman
Richard P. Feynman

Economics


Capitalism and Freedom
Milton Freedman

Human Action: A Treatise on Economics
Ludwig von Mises

An Inquiry Into the Nature and Causes of the Wealth of Nations
Adam Smith

Principles of Economics
Carl Menger

The Theory of Money & Credit
Ludwig von Mises
America’s Great Depression
Murray N. Rothbard

Basic Principles of Economic Value
Eugen von Boehm-Bawrk

Liberalism
Ludwig von Mises
Socialism
Ludwig von Mises

The Road to Serfdom
F.A. Hayek

Economics in One Lesson
Henry Hazlitt

The Law
Frederic Bastiat

Man, Economy and State
Murray N. Rothbard

Economic Freedom and Interventionism
Ludwig von Mises

Business


Only The Paranoid Survive
Andy Grove

When Genius Failed
Roger Lowenstein

Good to Great
Jim Collins

The House of Rothschild
Niall Ferguson

Psychology & Markets


Influence: The Psychology of Persuasion
Robert B. Cialdini

Extraordinary Popular Delusions and the Madness of Crowds
Charles Mackay

The Winner’s Curse: Paradoxes and Anomalies of Economic Life
Richard H. Thaler

Against the Gods: The Remarkable Story of Risk
Peter L. Bernstein

The Crowd: A Study of the Popular Mind
Gustave Le Bon

Getting to Yes
Roger Fisher, William Ury & Bruce Patton

The Black Swan
Nassim Nicholas Taleb

Miscellaneous


Adventure Capitalist: The Ultimate Road Trip
Jim Rogers

Moneyball
Michael Lewis

Guns, Germs and Steel: The Fates of Human Societies
Jared Diamond

Investment Biker: Around the World with Jim Rogers
Jim Rogers

Investing: The Last Liberal Art
Roger Hagstom

Where Are the Customers’ Yachts?
Fred Schwed

How to Lie with Statistics
Darrell Huff