Books & Resources
Description
We would like to share with you the books and other resources we have enjoyed and think are interesting for anybody trying to learn more about Value in general.
Online Courses
The Science of Everyday Thinking
we recommend this course to improve the knowledge of how our brains work! Know Thyself!
https://www.edx.org/course/science-everyday-thinking-uqx-think101x-1
Books
Fooling Some of the People All of the Time
ISBN: 978-0470481547.
An amazing fight against the “system” by David Einhorn, sometimes it takes huge efforts knowing one is right, very interesting to read. Big lessons and amusing at the same time.
The Outsiders
ISBN: 978-1422162675.
A good book on how “outsider” CEO´s have had an impressive impact on shareholder returns, definitively a must. Using Warren Buffett´s analogy: “the jockey riding the horse can be quite relevant”.
The Intelligent Investor
ISBN: 978-0060555665.
With Benjamin Graham Value Investing as a concept started, a classic which every investor should have read.
Common Stocks and Uncommon Profits
ISBN: 978-0471445500.
With this lecture Buffett complemented Benjamin Graham teachings and developed his own Value Investing technique.
The Little Book of Behavioral Investing
ISBN: 978-0470686027.
Investing is not only about pure valuation, but also about being smartly contrarian.
The Dhandho Investor
ISBN: 978-0470043899.
A quite interesting (value) view about Risk & Reward by Mohnish Pabrai. Another must.
Margin of Safety
ISBN: 978-1893122819.
A very tough to find book as it was only printed once, Seth´s pure essence.
Contrarian Investment Strategies
ISBN: 978-0684813509.
A more “quantitative” style of value investing, always interesting too.
Capital Returns
ISBN-13: 978-1137571649
The capital cycle is key for outstanding long term investment returns.
What I Learned Before I Sold to Warren Buffett
ISBN: 978-0471271147.
An easy to read book which shows that ethics and being a successful entrepreneur go "hand-in-hand".
Why Nations Fail
ISBN: 978-0307719218.
Easy to read and quite interesting to see how we might help the world to become more prosperous (thanks to Felipe Ruiz for the tip).
Creativity, Inc.
ISBN: 978-0593070109
How to nurture and keep a vital and creative work environment (thanks to Dan Abrahams for the present)
Amusing Ourselves to Death
ISBN: 978-0143036531.
Very up to date mid 80s assessment of the reasons why people are more and more a crowd… (thanks to Milo Jones for the tip).
Different
ISBN: 978-0307460868.
A “different” book (thanks to Guy Spier for the book).
The Art of War
ISBN: 1482686899
An all time classic, timeless philosphy which can also be applied to most aspects in life (including investing, especially being an Activist).