Strip a thesis to what must be true - unit economics, customer behaviour, the capital cycle - and rebuild from there rather than reasoning by analogy from comparables. Comps tell you what others paid; first principles tell you what the thing is worth. A sharp disagreement between the two is either your error or your opportunity, and the work is deciding which.
Six physics lectures with little maths: atoms, energy, gravity and quantum behaviour.
Recommended by: Naval Ravikant
How shared fictions such as money, nations and gods let humans cooperate at scale.
“…books I've recommended, highlighted to death, or forced on friends.” — Andrew Wilkinson
Source: Andrew Wilkinson's Bookshelf, neverenough.com
Recommended by: Andrew Wilkinson, Bill Gates, Mohnish Pabrai and 38 others
Why startups should build something new and own a small market before growing.
Recommended by: Balaji S. Srinivasan, Eric Weinstein and 36 others
A father and son's motorcycle trip framing an inquiry into what Quality means.
“If you pick it up and read it, I suspect most of you will give up before you get to the end—but please try.” — Mohnish Pabrai
Source: Mental Models for Running Startups and Businesses, SXSW 2026, March 16, 2026
Recommended by: Brad Feld, Mohnish Pabrai, Nick Sleep and 8 others
Why structures hold up or fail: tension, compression, shear and fracture explained.
Recommended by: Elon Musk
A history of discovery: time and the clock, the earth and seas, nature and society.
Recommended by: Jim Collins, Stewart Brand
Stories of a physicist's first marriage and his inquiry into the Challenger disaster.
“Richard Feynman's books are awesome. Very bright physicist. Must-read!” — Mohnish Pabrai
Source: Mohnish's Bookshelf — Unorganized, yet Interesting, entry 169
Recommended by: Mohnish Pabrai, Naval Ravikant, Larry Page
Reality through four strands: many-worlds physics, computation, evolution, Popper.
Recommended by: Naval Ravikant, Patrick Collison and 2 others
How the sciences and humanities can be unified by causal links from physics up.
“I was inspired by E. O. Wilson's book Consilience, which came out in 1998 and is a book I'd recommend.” — Michael Mauboussin
Source: MOI Global interview with Michael Mauboussin
Recommended by: Michael Mauboussin, Mohnish Pabrai
How scientists came to know what they know, from cosmology and geology to biology.
Recommended by: Balaji S. Srinivasan, Jim Collins and 5 others
Einstein's life and science, from the Bern patent office to relativity.
Recommended by: Alfred Lin, Bill Gates, Charlie Munger and 6 others
Knowledge can grow without limit through good explanations that are hard to vary.
Recommended by: Nat Eliason, Naval Ravikant, Albert Wenger and 5 others
Thought experiments and other tools a philosopher uses to reason carefully.
Recommended by: Patrick Collison, Shane Parrish
What physics, biology, psychology and other fields teach about investing.
“here's a book I read, Robert Hagstrom, who has written a lot of books about Buffett” — Thomas Gayner
Source: Masters in Business transcript: Thomas S. Gayner, Markel Corp
Recommended by: Morgan Housel, Thomas Gayner
How calculus works and how it made modern technology possible.
Recommended by: Michael Mauboussin, Naval Ravikant
Early specialisation works only where rules are stable; elsewhere breadth wins.
Recommended by: Bill Gates, Abi Tyas Tunggal, Alex Lieberman and 11 others
Recommended by: Ana Fabrega, Chamath Palihapitiya, Jenny Chu and 2 others
Bacon's utopia of organised research; science as an institution
Recommended by: Patrick Collison, Peter Thiel
“There's another great book that's called Thinking Physics. I open this one all the time.” — Naval Ravikant
Source: The Knowledge Project (Farnam Street) — 'Naval Ravikant: The Angel Philosopher', full transcript
Recommended by: Naval Ravikant
Mental models from physics, biology and psychology, applied to investing.
“I'd recommend reading Robert Hagstrom's outstanding book, Latticework.” — Mohnish Pabrai
Source: Pabrai recommending Hagstrom's book on mental models
Recommended by: Mohnish Pabrai
The search for the periodic table; reasoning from the elements upward
Recommended by: Bill Gates
History of Western philosophy from the Greeks to the Renaissance
Recommended by: Mohnish Pabrai, Nassim Nicholas Taleb
Short essays on the scientific concepts most worth adopting
Recommended by: Morgan Housel, Patrick Collison
Mark Zuckerbergrecommends 3 books here
Sam Altmanrecommends 3 books here
Paul Grahamrecommends 2 books here
Charlie Mungerrecommends 1 book here