Backing managers with their own money in the business. The quantitative case sits in the Credit Suisse Family 1000 reports and Bain's founder's mentality research rather than in books.
Eight CEOs who beat the market by allocating capital, not by running operations.
“…books I've recommended, highlighted to death, or forced on friends.” — Andrew Wilkinson
Source: Andrew Wilkinson's Bookshelf, neverenough.com
Recommended by: Andrew Wilkinson, Dan Loeb, Francois Rochon and 12 others
How Walmart grew from one Arkansas store by cutting costs and prices.
Recommended by: David Cancel, Mohnish Pabrai, Iman Gadzhi and 3 others
Incerto volume 5
Recommended by: Nat Eliason, Ana Fabrega, Ben Horowitz and 12 others
Amazon's shareholder letters from 1997 to 2019, with speeches and interviews.
Data on 10,000 founders: co-founders, hiring, investors, control and succession.
Recommended by: Patrick Collison, Leo Polovets
Berkshire as an operating company: its subsidiaries' culture and whether it lasts.
Recommended by: Mohnish Pabrai
Bain's account of what founder-led companies lose as they scale.
Wiley catalogue record only; no evidence the book actually reached print.
Tire-shop founder's memoir on profit sharing and dealer economics
“If you want to read one book, read the autobiography of Les Schwab... He ran tire shops in the Midwest and made a fortune” — Charlie Munger
Source: Notes from the 2004 Berkshire Hathaway Annual Meeting, by Whitney Tilson, p. 35
Recommended by: Charlie Munger
Nassim Nicholas Talebwrote 1 book here
Walter Isaacsonwrote 1 book here
Jeff Bezoswrote 1 book here
Sam Waltonwrote 1 book here
Mohnish Pabrairecommends 3 books here
Charlie Mungerrecommends 2 books here
Patrick Collisonrecommends 2 books here
Ben Horowitzrecommends 1 book here
Daniel Kahnemanrecommends 1 book here
Marc Andreessenrecommends 1 book here
Warren Buffettrecommends 1 book here
William Ackmanrecommends 1 book here
Alfred Linrecommends 1 book here
Brian Armstrongrecommends 1 book here
Changpeng Zhaorecommends 1 book here
Chris Dixonrecommends 1 book here
Jamie Dimonrecommends 1 book here
Jeff Bezosrecommends 1 book here
Keith Raboisrecommends 1 book here
Matt Mullenwegrecommends 1 book here
Naval Ravikantrecommends 1 book here
Vinod Khoslarecommends 1 book here