
The modern activist fund playbook, campaign by campaign.
Chosen by shared topics, the entries that hold them, and the people who recommended both.
Eight activist letters over a century, from Graham in 1927, and what lay behind them.
Recommended by: Mohnish Pabrai
The 1988 bidding war for RJR Nabisco, the largest leveraged buyout to that date.
Recommended by: Jim Collins, Mohnish Pabrai and 1 other
Contemporary reporting on the raiders, including his Phillips Petroleum fight.
How Milken's Drexel junk-bond desk financed the 1980s buyouts and hostile takeovers.
Recommended by: Mohnish Pabrai
Subtitled Stocks That Return 100-to-1 and How to Find Them; expanded edition 2025.
Recommended by: Mohnish Pabrai
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