Reported for The Wall Street Journal for over a decade, writing its Heard on the Street column from 1989 to 1991; a director of Sequoia Fund.
Sequoia Fund
The Wall Street Journal
Buffett: The Making of an American Capitalist and When Genius Failed are the standard reference accounts of Buffett's rise and of the LTCM collapse.
7 books of their own · 4 articles
Buffett's life from Omaha and Graham's class to building Berkshire Hathaway.
“…books I've recommended, highlighted to death, or forced on friends.” — Andrew Wilkinson
Source: Andrew Wilkinson's Bookshelf, neverenough.com
Recommended by: Andrew Wilkinson, Christopher Bloomstran and 12 others
How a hedge fund's bond bets on borrowed money lost $4.6 billion in four months.
Recommended by: Mohnish Pabrai and 7 others
Recommended by: Mohnish Pabrai, Seth Klarman
How the Federal Reserve was argued into existence, from the 1907 panic to 1913.
Recommended by: Seth Klarman
Buffett: The Making of an American Capitalist | Buffett's life from Omaha and Graham's class to building Berkshire Hathaway. | 1995 | T1 | Andrew Wilkinson, Christopher Bloomstran, Guy Spier and 11 others |
When Genius Failed: The Rise and Fall of Long-Term Capital Management | How a hedge fund's bond bets on borrowed money lost $4.6 billion in four months. | 2000 | T1 | Mohnish Pabrai, Rational Capital Investment Fund, Max Levchin and 5 others |
Origins of the Crash | – | 2004 | T4 | Mohnish Pabrai |
While America Aged | – | 2008 | T4 | Mohnish Pabrai |
The End of Wall Street | – | 2010 | T4 | Mohnish Pabrai, Seth Klarman |
America's Bank: The Epic Struggle to Create the Federal Reserve | How the Federal Reserve was argued into existence, from the 1907 panic to 1913. | 2015 | T4 | Seth Klarman |
Ways and Means: Lincoln and His Cabinet and the Financing of the Civil War | – | 2022 | T4 | – |
| Trump's tariffs will "succeed" only if they cause a recession | Intrinsic Value (Substack) | 2025 |
| The Market Check | Intrinsic Value (Substack) | 2025 |
| Don't Let the Fed Become a Wing of Mar-a-Lago | Intrinsic Value (Substack) | 2025 |
| Warren Buffett: A Question of Character | Intrinsic Value (Substack); first published in the Boston Globe | 2025 |
| Roger Lowenstein: “I don’t like the word simplify; I prefer the word explain” | Nieman Storyboard | 2015 |