Post idea/Question - For the private funds that you review/deep dive how do you go about accessing the quarterly letters/returns/financials etc. Are they always available on firms websites or do you have to go through SEC filing websites, use a proprietary database? or find a shareholder? Since these are private funds I assume they are more difficult to access than regular public company/fund filings. Maybe it would be worth it to do a post on how you acquire the fund filings that you review if it isn't a straightforward process.
Great list. I also found great pleasure in reading "The Credit Investor's Handbook " by Michael Gatto. I think it would be appreciated by your readers.
I love non fiction, but all your choices are way above my "understanding" level.
I envy the ability to read a book regarding economics and get it's meaning. If I could pick the best one to understand the basics, I would appreciate it.
Not on this list, but I would highly recommend Morgan Housel’s Psychology of Money. Very clearly written, more of a storytelling format (so you can listen to the audio version).
Some very good ones there. I like the Nassim Nicolas Taleb books. In one of them (can't remember which) he writes about how we might be better off ONLY reading books that have stood the test of time, like Graham's financial statements book as opposed ot the latest thing...
That said, when i publish my book, please don't wait 50 years before reading it!
Post idea/Question - For the private funds that you review/deep dive how do you go about accessing the quarterly letters/returns/financials etc. Are they always available on firms websites or do you have to go through SEC filing websites, use a proprietary database? or find a shareholder? Since these are private funds I assume they are more difficult to access than regular public company/fund filings. Maybe it would be worth it to do a post on how you acquire the fund filings that you review if it isn't a straightforward process.
Book suggestion - The Money Game by Adam Smith. The more things change, the more they stay the same.
Great book and first real public acknowledgment of Warren Buffett.
Great suggestion! thank you!!
Late to the game on this post, but I recommend The Smartest Guys in the Room.
Great book!
Great books. Same number 2. My 2 and 3 are
Common stocks and uncommon profits
7 Powers.
Nice post! I need to check out a few of these.
All great suggestions. Here are few more:
Devil Take the Hindmost: A History of Financial Speculation by Edward Chancellor
Against the Gods: A History of Risk by Peter Bernstein
Manias, Panics, and Crashes: A History of Financial Crises by Robert Aliber
Lying for Money: How Legendary Frauds Reveal the Workings of the World by Dan Davies
The Smartest Guys in the Room: The Fall of Enron by Bethany McLean et al.
Deal of the Century: The Breakup of AT&T by Steve Coll
Outstanding list, thank you! I read Devil Take the Hindmost and The Smartest Guys (second both reccos) - adding the rest to my list.
Great list. I also found great pleasure in reading "The Credit Investor's Handbook " by Michael Gatto. I think it would be appreciated by your readers.
Are the books translated into Hebrew?
Great reads
I love non fiction, but all your choices are way above my "understanding" level.
I envy the ability to read a book regarding economics and get it's meaning. If I could pick the best one to understand the basics, I would appreciate it.
Not on this list, but I would highly recommend Morgan Housel’s Psychology of Money. Very clearly written, more of a storytelling format (so you can listen to the audio version).
Thank you for your suggestion.
Will look for it on Monday!
Some very good ones there. I like the Nassim Nicolas Taleb books. In one of them (can't remember which) he writes about how we might be better off ONLY reading books that have stood the test of time, like Graham's financial statements book as opposed ot the latest thing...
That said, when i publish my book, please don't wait 50 years before reading it!