Mohnish Pabrai

The explicit argument for cloning rather than originating ideas.

Collection of his essays on Buffett-style investing.

Subtitled Stocks That Return 100-to-1 and How to Find Them; expanded edition 2025.

The 1972 original that Mayer updated; buy right and hold on.

A mathematician's own losses used to explain market probability errors

Updates Graham and Dodd's valuation method for modern financial statements

A fund manager of sixty years on investing, business and a long life.

Stock prices follow a random walk, so a low-cost index fund beats stock picking.

Lynch's stock-by-stock walkthrough of how he picked them.

Part life, part method; based on interviews with his circle.

Every Berkshire annual letter since 1965, in order, as the company grew.

How Capital Group built its long-term investing culture.

Synthesis of his mental-models framework, not a life.

Vanguard's founder on costs, turnover and fund structure.

Buy a few outstanding growth companies, research them by scuttlebutt, and hold.

Case studies of managers who ran very few positions and why it worked.

Data showing that low-expectation stocks beat popular ones over the long run.

Step-by-step attempt to replicate Buffett’s selection process.

Eight activist letters over a century, from Graham in 1927, and what lay behind them.

Traces the method from Graham through Icahn to the acquirer's multiple.

Financial Analysts Research Foundation monograph.

Subtitled Principles and Technique.

Start from the share price and ask what results it expects a company to deliver.

Why years of low prices and Chinese demand set up a long commodity bull market.

The reasoning that links Graham's analysis with Buffett's use of it.

Self-published

How psychology, not fundamentals, drove the stock and housing booms of 2000 and 2005.

Fifty years of speeches and essays arguing for low-cost index funds.

Mental models from physics, biology and psychology, applied to investing.

Avoid permanent loss: buy well below value and aim for absolute returns.

Interviews with traders such as Kovner, Dennis and Tudor Jones on their methods.

title listed on grantspub.com books page

Security analysis that weighs the balance sheet over reported earnings.

Collected Grant's essays; title listed on grantspub.com books page

The amateur's edge argument from the Magellan record.

How individual investors can exploit the constraints that bind professionals.

How the Yale endowment invests, and how institutions can build portfolios like it.

Speeches making the case for a latticework of mental models from many fields.

Why large growth stocks would lag for twenty years, and what to hold instead.

Manager's memoir of running a technology long-short book through a bubble.

How to read financial statements sceptically and value bonds and stocks.

Client letters through the dot-com bubble; value discipline written contemporaneously

Interviews with twelve of Canada's top money managers on how they pick stocks.

How to find undervalued stocks, build a value portfolio, and time buys and sells.

Wall Street from the late-1960s boom to the 1970 to 1973 collapse.

Fortune's articles by and about Buffett from 1966 to 2012, with commentary.

Safe and cheap investing: a security can be both lower-risk and higher-return.

Buying securities to profit from changes in value, with twelve commandments.

Wiley edition confirmed elsewhere.

Investing lessons from the career-defining mistakes of billionaire investors.

Buffett, Munger and scholars discuss governance and investing at a 1996 symposium.

How speculation displaced long-term investment in markets, shown in turnover data.

Three generations compounding a fortune through insurance stocks

Reasoning methods of fictional detectives such as Dupin applied to stock analysis.

Life as speculation, with lessons on markets, games, careers and relationships.

Spier on the psychology and habits behind durable value investing.

Berkshire's shareholder letters arranged by topic: governance, valuation, mergers.

Buffett's approach set out as tenets for judging businesses, managers and prices.

Dividend reinvestment as the bear market protector and return accelerator.

Treat stocks as parts of businesses and buy only with a margin of safety.

Seventy questions to ask before buying any business.

A 'magic formula' for buying good companies at bargain prices.

How to spot a durable economic moat from public information, and what isn't one.

A growth-investing strategy for picking actively traded stocks with rising profits.

The magic formula: buy cheap stocks with high returns on capital, mechanically.

Practical countermeasures rather than a catalogue of biases.

How to protect assets and make money when the US economy turns down.

A guide to commodity investing and to spotting its opportunities.

After costs, most investors trail the market, so hold a low-cost index fund.

Shorter restatement of active value investing for flat markets.

Tweedy Browne's distilled version of the Graham method.

An early account of Buffett's investing method, from 1987.

Markets as a game of crowd psychology, seen through 1960s go-go Wall Street.

The methods of nine great investors, including Buffett, Graham, Fisher and Templeton.

Second-level thinking on risk and cycles, with notes by Klarman and Greenblatt.

Second-level thinking, risk and market cycles, drawn from Oaktree's client memos.

Profiles of the hedge fund managers who rose above thousands of others in a decade.

Interviews in which successful traders explain the strategies behind their results.

The investors who bought the bonds of failing companies after the buyout era.

Interviews with Berkshire subsidiary managers.

The case for focus investing: ten to fifteen stocks held for a long time.

Buffett's method as tests of the business, its managers, its finances and price.

Peter Cundill's deep-value practice, drawn from his own journals.

Introduces expectancy, R-multiples and position sizing to a general audience.

Stock, bond and bill returns for sixteen countries from 1900 to 2000.

Subtitled A Fundamental Approach to Personal Investment.

Graham's method restated for beginners

Net asset value and resource conversion as the real drivers of return.

Personal account of learning value investing from scratch.

Wiley published it in 2020.

Value investing joined with behavioural finance, from a strategist's research notes.

Miller reconstructs Buffett's partnership-era rules and results.

An actual Turtle's account of the rules and why most trainees failed.

Decades of US stock data testing which selection rules have beaten the market.

Why Wall Street grows rich on fees while its clients' results stay ordinary.

Why active investing became a loser's game, decided by errors, not by skill.

Where to find mispriced stocks: spinoffs, mergers, bankruptcies and restructurings.

Wiley

A novel in which industrialists vanish from an economy run by government directives.

A novel of an American with Spanish guerrillas sent to blow up a bridge.

A novel of Marco Polo describing imagined cities to the emperor Kublai Khan.

A novel of schoolboys stranded on an island whose self-rule collapses into violence.

An orphan boy steals food to survive on the streets of Nazi-occupied Warsaw.

Stories and novel excerpts by Indian writers from independence in 1947 to 1997.

A Kansas City lawyer buries himself in work whenever his family needs something.

An American naval commander uncovers a long-buried secret US-British treaty.

Ten short stories of betrayal, blackmail, murder and revenge, each with a twist.

One day of a prisoner in a Soviet Gulag labour camp, and the suffering it holds.

On a dust-swept prairie, a girl scarred by an accident loses her mother and piano.

In a small Colorado town, a high-school teacher is left to raise his two boys alone.

An ex-cop, almost ex-drunk law partner takes on a sensitive task for his firm.

A prosecutor hunting a colleague's killer is himself charged with the murder.

A writer's fifty-year path from Trappist monk to a forgotten universal religion.

Plays, memoirs, letters, essays, stories, poems and songs, many from the Bengali.

A secret defence project needs a rare element that lies only in the Titanic's hold.

An Indian princess born in the 1890s lives through the end of British rule.

Two schoolboys grow up in a crowded Bombay chawl in the 1960s.

Indian myth, epic history and three college students who go in search of America.

A novel of a Brahmin's son in ancient India who seeks understanding his own way.

A satire of ambition, race, class and greed around a 1980s New York bond trader.

A novel of a sixteen-year-old's days alone in New York after his school expels him.

A novel of an adventure in pursuit of a spiritual mystery and its predictions.

A novel of an architect who will build only by his own judgment, whatever it costs.

A novel of a rich man of unknown origin on Long Island and the woman he wants back.

An Indian-American boy named Gogol rejects his name and his parents' values.

An old fisherman, a boy and a giant fish in the Gulf Stream off Havana.

Novel, but the standard introduction to how ship finance actually works.

A memoir told through portraits of the people the author knew, from Vienna on.

The scholarly life of Carnegie, from Dunfermline and the railroad to steel.

How the NeXT and Pixar years changed Steve Jobs into the leader who rebuilt Apple.

Franklin's life as printer, scientist, diplomat and founder.

Published posthumously; edited by Seymour Chatman.

Buffett's life from Omaha and Graham's class to building Berkshire Hathaway.

Harsher on the gap between Carnegie's preaching and his practice.

Turner Broadcasting, absorbed by Time Warner in 1996.

The only full biography; written with Munger's cooperation.

Insider account of build-to-order, negative working capital and cutting the channel.

The only full biography; workmanlike rather than definitive.

Musk's life from South Africa and PayPal to running SpaceX and Tesla at once.

How Singapore's leaders chose policies, from courting multinationals onward.

A milkshake-machine salesman finds the McDonald brothers and builds the franchise.

A critical history of Bill Gates and the early Microsoft, from Lakeside School on.

A decade working in hotels, from valet to front desk, and the hustles behind them.

Siegmund Warburg, who fled Germany and founded S.G. Warburg in London.

Tight narrative of the Model T years; the best short account.

Biography of Roberto Goizueta and the 1980s-90s value creation.

The businessman who brought Chrysler back from the brink tells his story.

A Microsoft co-founder's memoir of his ventures, successes and failures.

Insider memoir by the CEO who ran the 2004 turnaround.

Running General Electric from 1981 to 2001, as told on retiring.

title listed on grantspub.com books page

Tiger Management, the firm that set the long-short template.

The only dedicated English biography; stops before the handover.

Nelson Mandela's own story, from childhood to prison and the end of apartheid.

How Walmart grew from one Arkansas store by cutting costs and prices.