
Founder, Fisher & Company, 1931-1999
Common Stocks and Uncommon Profits defined qualitative growth investing and the scuttlebutt method, and Buffett credits him as one of his two intellectual sources.
“I've read all of Mr. Fisher's books. There is a chapter in 'Paths to Wealth Through Common Stocks' that I want to recommend because few investors have heard about it. It is almost a historical…”
Chosen by shared topics, the entries that hold them, and the people who recommended both.
Buy a few outstanding growth companies, research them by scuttlebutt, and hold.
“The late Philip Fisher wrote several books that are very good [including] Common Stocks and Uncommon Profits.” — Arnold Van Den Berg
Source: Van Den Berg on Fisher's books
Recommended by: Arnold Van Den Berg, Bill Stewart and 10 others
Recommended by: Mohnish Pabrai
Every Berkshire annual letter since 1965, in order, as the company grew.
“…books I've recommended, highlighted to death, or forced on friends.” — Andrew Wilkinson
Source: Andrew Wilkinson's Bookshelf, neverenough.com
Recommended by: Andrew Wilkinson, Arnold Van Den Berg and 5 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
Treat stocks as parts of businesses and buy only with a margin of safety.
“I have been accused of telling all my secrets. I have written a number of books, and I reveal them all in these books.” — Benjamin Graham
Source: Graham on revealing everything he knows in his books
Recommended by: Benjamin Graham, Christopher Bloomstran and 27 others
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