
Chosen by shared topics, the entries that hold them, and the people who recommended both.
How to read financial statements sceptically and value bonds and stocks.
“I've spent more time with all of the editions of Benjamin Graham and David Dodd's Security Analysis than with any other book” — Christopher Bloomstran
Source: Semper Augustus 2024 Letter to Clients, 'Books and Tunes for Walking', p. 95
Recommended by: Christopher Bloomstran, Howard Marks and 11 others
Berkshire's shareholder letters arranged by topic: governance, valuation, mergers.
“The resource is as valuable as Larry Cunningham's The Essays of Warren Buffett, which similarly organizes by subject matter” — Christopher Bloomstran
Source: Semper Augustus 2024 Letter to Clients, 'Books and Tunes for Walking', p. 96
Recommended by: Christopher Bloomstran, Francois Rochon and 11 others
Updates Graham and Dodd's valuation method for modern financial statements
Recommended by: Mohnish Pabrai
Recommended by: Mohnish Pabrai
Recommended by: Mohnish Pabrai
Security analysis that weighs the balance sheet over reported earnings.
Recommended by: Mohnish Pabrai
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