Recommended books and releases

Books

The Snowball – Warren Buffett and the business of life – Alice Schroeder

Comments: I got hooked! This book was suggested for me by many of my friends who were shocked that a Warren Buffett nut like me hadn’t already read it. I guess I was a bit intimidated by the idea of undressing the shiny cover that I thought Mr. Buffett operated with.

Shockingly I could not have been more wrong. I read through the book in no time, and if possible, was even more intrigued by the personality behind all of that success in business. Understanding the personality behind the business decisions he has orchestrated during his long and successful career, further opened my eyes for the possibilities  of enterprising investor.

 


The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success

Comments: A bestseller that changed the way I thought about great businesses. It is all about asset allocation, especially at the top management!

 

 

 


Intelligent Investor – Ben Graham

Comments: This is the thing. It never gets outdated, as the grand father of value investing Ben Graham has outlined the principles of investing, giving life to the term “margin of safety” in investing.

 

 

 

Thinking Fast and Slow – Daniel Kahneman

Comments: A ground breaking insight into human mind and how we actually think, autonomously and intentionally.

 

 

 


Value Investing from Graham to Buffett and beyond – Bruce Greenwald

Comments: If you lack a clear structure to valuation, this is the book. Bruce Greenwald walks you through the steps to valuing companies in the way of the best value investors in the world, with clear examples of different companies.

 

 

Warren Buffett’s Ground Rules: Words of Wisdom from the Partnership Letters of the World’s Greatest Investor – Jeremy C. Miller

Comments: If you haven’t yet read the early Partnership letters of Warren Buffett, I would suggest you do it by reading the compilation by Jeremy C. Miller, as he pinpoints the key takeaways from the highly valuable early Warren Buffett wisdom.

 

 

Berkshire Hathaway -letters to shareholders

Comments: The best thing an investor can read.

 

 

Media

It is difficult to find enough time to read and learn these days, so one trick to invest in myself is to listen to people I look upwards while on transit. I have found it a great benefit to listen people I look up to, and suddenly the morning commute to work has changed from an irritating necessity to the most inspiring morning lecture that I look forward to each day. Here are some of my masterminds as an example:

Andrew Brenton, Turtle Creek Asset Management

Mason Hawkins, South East Asset Management

Seth A Klarman, MBA, President, The Baupost Group

Richard H. Lawrence, Jr., CFA, Chairman and Executive Director, Overlook Investments

Berkshire Hathaway Annual Shareholders Meeting 2016

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