Updates

  1. Person pages list letters, writing, profiles and links as sortable tables with filters, and show each person's companies as links; Fund letters show each letter's description in its own column.
  2. Experts show a checked job title and a short description of each person; 30 more people have photographs.
  3. Every company, fund, university and publication the experts work for has a page listing the people there.
  4. Fund letters show each letter's thesis and filter by it; 225 person pages list the essays, columns and newsletter issues the person wrote.
  5. Person pages list every essay and newsletter issue a person wrote, and their own books as a table in List view.
  6. Recommends shows the five largest kinds of book and the rest under More; browse pictures load sooner.
  7. Podcasts and talks link the original episode, filter by Audio and video or Press, and list each publisher once.
  8. Pages are wider, Recommends has List and Grid, and a filter clicked again turns off.
  9. Book cards sit in a ruled grid with Open Library and Goodreads links and each book's one-line note.
  10. Funds is now Investors; each investor's styles are buttons that filter the table.
  11. Podcasts and talks on a person's page filter by year and publisher and show as a list or a grid of pictures.
  12. Quotes show only people's own words: 472 summaries written by list sites are gone.
  13. Country pages open from Browse again, and every link on the shelf lands on a page.
  14. Subject and person pages show their sections as tabs, and each book appears once on a person's page.
  15. Book cards show the quote, who said it and the source; grids show five cards to a row.
  16. On a phone, a menu holds the sections, search, Updates, Feedback and dark mode.
  17. Feedback takes a screenshot of the page with no browser prompt, opens a screenshot full size when you click it, and clears itself once sent.
  18. Book cards are centred, search names the topic each book sits in, and any text cut short shows whole on hover.
  19. Search groups its results by kind: people, companies, geographies, subjects, topics, books, funds, fund letters and papers.
  20. The Books table lists who recommended each book by name, and the browser tab names the section you are in.
  21. Feedback can take a screenshot of the page, or one you paste or choose, and opens in the corner beside Updates.
  22. Each rail button reopens its section where you left it, and Browse, Table and People show on every book and subject page.
  23. Filters grey out choices that hold nothing instead of hiding them, and Books › People filters by authors or recommenders.
  24. Feedback takes a subject line and up to three screenshots.
  25. Biographies are grouped by the person they are about: 41 new pages, from Abraham Lincoln to Lee Kuan Yew.
  26. Sport splits into 23 sports, and Religion into one topic per faith.
  27. Book lists show as cards: the cover, one recommendation quote and every recommender by name.
  28. Seventeen subjects that had two or three pages under different names now have one page each.
  29. Every page lists its Experts as authors and recommenders, with a link to them on the Experts tab.
  30. Economics, Financial history, Financial panics and Accounting are subjects of their own, with one page per financial crisis.
  31. Book, person and subject pages open inside the app, so the tabs stay in view.
  32. 996 more book covers, and photographs or logos for 227 more people and companies.
  33. Books › Browse shows every subject as cards, and the rail holds Fund letters, Papers, Experts, Books and Funds.
  34. Every topic over 150 books splits into narrower topics, each with a page of its own.

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Equities and common stock

Assets

The core asset class: books here split between how to value a share of a business and what the long-run record of owning shares actually shows.

Books 25Experts 10Recommenders 41

Start here

  1. One Up on Wall StreetPeter Lynch, John Rothchild, 1989
  2. The Intelligent InvestorBenjamin Graham, 1949
  3. Security AnalysisBenjamin Graham, David L. Dodd, 1934
Security AnalysisSecurity Analysis
T1 Security Analysis
Benjamin Graham, David L. Dodd · 1934
Open LibraryGoodreads

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

The Intelligent InvestorThe Intelligent Investor
T1 The Intelligent Investor
Benjamin Graham · 1949
Open LibraryGoodreads

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

Common Stocks and Uncommon ProfitsCommon Stocks and Uncommon Profits
T1 Common Stocks and Uncommon Profits
Philip A. Fisher · 1958
Open LibraryGoodreads

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 Most Important ThingThe Most Important Thing
T1 The Most Important Thing
Howard Marks · 2011
Open LibraryGoodreads

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

Recommended by: Matt Mullenweg, Mohnish Pabrai, Nat Eliason and 3 others

One Up on Wall StreetOne Up on Wall Street
T2 One Up on Wall Street
Peter Lynch, John Rothchild · 1989
Open LibraryGoodreads

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

Beating the StreetBeating the Street
T2 Beating the Street
Peter Lynch, John Rothchild · 1993
Open LibraryGoodreads

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

Why Stocks Go Up and DownWhy Stocks Go Up and Down
T3 Why Stocks Go Up and Down
William H. Pike · 1983
Open LibraryGoodreads

Plain-language primer on financial statements and how securities work

“I highly recommend Janet Lowe's Value Investing Made Easy as a primer. I'd follow that book with Why Stocks Go Up (and Down) by William Pike.” — Michael Burry

Source: Silicon Investor 'Value Investing' thread, msg 1569363 (June 10, 1997) — archived

Recommended by: Michael Burry

Fundamentals of InvestingFundamentals of Investing
T4 Fundamentals of Investing
Lawrence J. Gitman, Michael D. Joehnk · 1981
Open LibraryGoodreads

Recommended by: Mohnish Pabrai

Standard and Poor's Stock and Bond Guide 200
T4 Standard and Poor's Stock and Bond Guide 2002
Alan J.Miller · 1993
Open LibraryGoodreads

Performance data on over 6,000 stocks, 7,000 bonds and 700 mutual funds.

Recommended by: Mohnish Pabrai

Standard & Poor's 500 Guide 2002Standard & Poor's 500 Guide 2002
T4 Standard & Poor's 500 Guide 2002
Standard, Poor's, Alan J. Miller · 1998
Open LibraryGoodreads

Recommended by: Mohnish Pabrai

Standard & Poor's Stock&Bond Guide, 2003 EdiStandard & Poor's Stock&Bond Guide, 2003 Edition
T4 Standard & Poor's Stock&Bond Guide, 2003 Edition
Standard&Poor's · 2001
Open LibraryGoodreads

Recommended by: Mohnish Pabrai

Bulls Make Money, Bears Make Money, Pigs GetBulls Make Money, Bears Make Money, Pigs Get Slaughtered: Wall Street Truisms that Stand the Test of Time
T4 Bulls Make Money, Bears Make Money, Pigs Get Slaughtered: Wall Street Truisms that Stand the Test of Time
Anthony M. Gallea · 2002
Open LibraryGoodreads

Recommended by: Mohnish Pabrai

Essential Stock Picking Strategies: What WorEssential Stock Picking Strategies: What Works on Wall Street
T4 Essential Stock Picking Strategies: What Works on Wall Street
Daniel A. Strachman · 2002
Open LibraryGoodreads

Recommended by: Mohnish Pabrai

Outsmarting the Smart Money: Understand How Outsmarting the Smart Money: Understand How Markets Really Work and Win the Wealth Game
T4 Outsmarting the Smart Money: Understand How Markets Really Work and Win the Wealth Game
Lawrence A. Cunningham · 2002
Open LibraryGoodreads

How individual investors can exploit the constraints that bind professionals.

Recommended by: Mohnish Pabrai

China's Stockmarket: A Guide to Its ProgressChina's Stockmarket: A Guide to Its Progress, Players and Prospects (The Economist Series)
T4 China's Stockmarket: A Guide to Its Progress, Players and Prospects (The Economist Series)
Stephen Green · 2003
Open LibraryGoodreads

Recommended by: Mohnish Pabrai

Bull's Eye Investing: Targeting Real ReturnsBull's Eye Investing: Targeting Real Returns in a Smoke and Mirrors Market
T4 Bull's Eye Investing: Targeting Real Returns in a Smoke and Mirrors Market
John Mauldin · 2004
Open LibraryGoodreads

Recommended by: Mohnish Pabrai

The Future for Investors: Why the Tried and The Future for Investors: Why the Tried and the True Triumph Over the Bold and the New
T4 The Future for Investors: Why the Tried and the True Triumph Over the Bold and the New
Jeremy J · 2005
Open LibraryGoodreads

Dividend reinvestment as the bear market protector and return accelerator.

Recommended by: Mohnish Pabrai

The Sleuth InvestorThe Sleuth Investor
T4 The Sleuth Investor
Avner Mandelman · 2007
Goodreads

Recommended by: Rational Capital Investment Fund

The Little Book of Bull Moves in Bear MarketThe Little Book of Bull Moves in Bear Markets: How to Keep Your Portfolio Up When the Market is Down Little Big Profits
T4 The Little Book of Bull Moves in Bear Markets: How to Keep Your Portfolio Up When the Market is Down Little Big Profits
Peter D. Schiff · 2008
Open LibraryGoodreads

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

Recommended by: Mohnish Pabrai

Dear Mr. Buffett: What An Investor Learns 1,Dear Mr. Buffett: What An Investor Learns 1,269 Miles From Wall Street
T4 Dear Mr. Buffett: What An Investor Learns 1,269 Miles From Wall Street
Janet M. Tavakoli · 2009
Open LibraryGoodreads

Recommended by: Mohnish Pabrai

The Little Book of Sideways Markets: How to
T4 The Little Book of Sideways Markets: How to Make Money in Markets that Go Nowhere
Vitaliy N. Katsenelson · 2010
Open LibraryGoodreads

Shorter restatement of active value investing for flat markets.

Recommended by: Mohnish Pabrai

Biggs on Finance, Economics, and the Stock M
T4 Biggs on Finance, Economics, and the Stock Market: Barton's Market Chronicles from the Morgan Stanley Years
Barton Biggs · 2013
Open LibraryGoodreads

Posthumous Wiley volume drawn from Morgan Stanley's archive of his strategy notes

The Bank Investor's HandbookThe Bank Investor's Handbook
T4 The Bank Investor's Handbook
Nathan Tobik, Kenneth J. Yellen · 2017
Open LibraryGoodreads

How to analyse and invest in small community banks that institutions ignore.

Standard & Poor's MidCap 400 Guide 2002
T4 Standard & Poor's MidCap 400 Guide 2002
Standard, Poor's, Alan J. Miller
Goodreads

Recommended by: Mohnish Pabrai

Standard & Poor's Midcap 400 Guide: 2003 Edi
T4 Standard & Poor's Midcap 400 Guide: 2003 Edition
Standard&Poor's
Goodreads

Recommended by: Mohnish Pabrai

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