The Investor's Shelf — one person
JG
Joel Greenblatt
Founder of Gotham Capital (1985) and Managing Principal of Gotham Asset Management; long-time adjunct professor at Columbia Business School
You Can Be a Stock Market Genius is the standard text on special-situations investing, and the Magic Formula books turned quantitative value into a method ordinary investors can follow.
5 books of their own · 20 books they recommend
Books they wrote 5
· 2010 · Revised and updated edition of the 2005 book.
Books they recommend 20
Greenblatt has named a tight set of "all-time favorite" books in interviews and writings, and assigns a documented reading list in his Columbia course. He consistently returns to the Graham/Fisher/Buffett core plus contrarian and special-situation texts, several of which he praises for teaching investors to distrust the crowd.
Superbook reading list 11
Investing 9
Benjamin Graham
“Named by Greenblatt among his all-time favorite investing books.”
Philip A. Fisher
“One of Greenblatt's stated all-time favorites, balancing Graham's value lens with growth/quality.”
Robert G. Hagstrom
“Cited among Greenblatt's recommended/favorite investing reads.”
Seth Klarman
“Recommended by Greenblatt as a classic on buying with a margin of safety.”
Bruce Greenwald
“Required reading in Greenblatt's Columbia "Value and Special Situation Investing" course.”
Joel Greenblatt
“His own book on special situations (spinoffs, bankruptcies, arbitrage), assigned in his Columbia course.”
Not yet given a topic 2
Edwin Lefèvre
“Greenblatt names this trading classic among his all-time favorites.”
David Dreman · not in an entry yet
“Greenblatt admires it for teaching investors to distrust the market; Dreman's contrarian work also appears on his Columbia syllabus.”
Masters in Business transcript: Joel Greenblatt (2018) 7
Investing 5
David Dreman
“all these people really were helpful in forming and getting me involved in investing”
Benjamin Graham, David L. Dodd
“I started reading everything I could about what he had written, both security analysis and the intelligent investor”
Lawrence A. Cunningham, Warren Buffett
“I always assign that in my class which I just think is a great, great book”
Benjamin Graham
“everyone has to read Intelligent Investor, you know I think it's chapters 8 and 20”
John Train
“all these people really were helpful in forming and getting me involved in investing”
Sport 1
Economics 1
Russell Roberts
“there is a book called The Invisible Heart which explains basic economics to most people”
Masters in Business transcript: Joel Greenblatt (2020) 2
Biography and Memoir 1
Gordon S. Wood
“if you haven't read much about Ben Franklin, that's what I would suggest”
General History 1
Erik Larson · not in an entry yet
“how he handled that was really amazing to read and great, great, great book”
Where they publish 6
- Masters in Business transcript: Joel Greenblatt (2018)
- Masters in Business transcript: Joel Greenblatt (2020)
- Superbook reading list
- Equities.com / Acquirer's Multiple — Joel Greenblatt: 17 Books Every Investor Should Read
- The Ways to Wealth — Joel Greenblatt reading list
- Hurricane Capital — Joel Greenblatt's all-time favourite books