
Chosen by shared topics, the entries that hold them, and the people who recommended both.
Lynch's stock-by-stock walkthrough of how he picked them.
“Peter Lynch's books have some great insights [and] would be great for anyone to read.” — Julian Robertson
Source: Robertson on Peter Lynch's books
Recommended by: Julian Robertson, Mohnish Pabrai and 3 others
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
The amateur's edge argument from the Magellan record.
“One book that probably made the biggest impact on my career in those early formidable years back in the day was Peter Lynch's 'One Up on Wall Street.'” — David Rolfe
Source: Rolfe on the book that most shaped his early career
Recommended by: David Rolfe, Francisco Garcia Parames and 9 others
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
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
Posthumous Wiley volume drawn from Morgan Stanley's archive of his strategy notes
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