"Mount Rushmore" Reading

February 9, 2017

I wrote previously that I think most of the important ideas in the investment profession can be found in a short list of books and articles. From my expanded list -- running some 220 items and counting, sorted into tiers and found here -- I cut the choices down to 29. That's still too many.

 

I'm trying again because I was recently asked by a student to recommend the three or four books that have had the most influence on me. I couldn't make enough hard choices to get down to "Mount Rushmore" level but here is a list of 10 (with two alternates on the same subject).

 

  • Buffett, Warren. “Berkshire Hathaway, Inc. Shareholder Letters, 1977–2015.” BERKSHIRE HATHAWAY INC. <http://www.berkshirehathaway.com>.

    • Buffett, Warren. The Essays of Warren Buffett: Lessons for Corporate America. Ed. Lawrence A. Cunningham. New York: The Cunningham Group, 2001.

  • Buffett, Warren. “Buffett Partnership Letters.” 1959–1969. <www.ticonline.com/buffett.partner.letters.html>.

  • Fisher, Philip A. Common Stocks and Uncommon Profits. New York: Wiley & Sons, 1996, and Fisher, Philip A. Conservative Investors Sleep Well. New York: Wiley & Sons, 1996.

  • Graham, Benjamin. The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition). New York: HarperBusiness, 2006.

  • Greenblatt, Joel. You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits. New York: Simon & Schuster, 1999.

  • Kahneman, Daniel. Thinking, Fast and Slow. New York: Farrar, Strauss and Giroux, 2011.

  • Klarman, Seth A. Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor. New York: Harper Business, 1991.

  • Lowenstein, Roger. Buffett: The Making of an American Capitalist. 1st ed. New York: Random House, 1996.

    • Schroeder, Alice. The Snowball: Warren Buffett and the Business of Life. New York: Bantam Books, 2008.

  • Marks, Howard. The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor. New York: Columbia University Press, 2013.

  • Munger, Charles T. Poor Charlie’s Almanack: The Wit and Wisdom of Charles T. Munger. Ed. Peter D. Kaufman. Virginia Beach: Donning Co., 2005.

     

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