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

01-Fooling-Some-of-the-People-All-of-the-Time-150px

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.

02-The-Outsiders-150px

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”.

03-The-Intelligent-Investor-150px

The Intelligent Investor

ISBN: 978-0060555665

With Benjamin Graham Value Investing as a concept started, a classic which every investor should have read.

_quality-investing

Quality Investing

ISBN: 978-0857195128

A very intersting book about the “quality” attributes for investing. It reminds one that quality is not reached by chance.

the-most-important-thing-illuminated

The Most Important Thing Illuminated

ISBN: 978-0231530798

A book that collects many of its “memos” to clients, enjoyable and very instructive. Essential.

mastering

Quality Investing

ISBN: 978-0857195128

A great book that focuses on the tools to know where we are in each cycle and how to take advantage of this knowledge.

04-Common-Stocks-150px

Common Stocks and Uncommon Profits

ISBN: 978-0471445500

With this lecture Buffett complemented Benjamin Graham teachings and developed his own Value Investing technique.

05-Little-Book-of-Behavioral-Investing-150px

The Little Book of Behavioral Investing

ISBN: 978-0470686027

Investing is not only about pure valuation, but also about being smartly contrarian.

06-the-dhandho-investor-150

The Dhandho Investor

ISBN: 978-0470043899

A quite interesting (value) view about Risk & Reward by Mohnish Pabrai. Another must.

07-Margin-of-Safety-150

Margin of Safety

ISBN: 978-1893122819

A very tough to find book as it was only printed once, Seth´s pure essence.

08-Contrarian-Investment-150

Contrarian Investment Strategies

ISBN: 978-0684813509

A more “quantitative” style of value investing, always interesting too.

capital-returns-1

Capital Returns

ISBN-13: 978-1137571649

The capital cycle is key for outstanding long term investment returns.

_shoe_dog

Shoe Dog

ISBN: 978-1501150111

The incredible story of how Phil Knight started and developed the Nike brand. It also gives many human lessons.

09-Why-Nations-Fail-150

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-de_Ed_Catmull

Creativity, Inc.

ISBN: 978-0593070109

How to nurture and keep a vital and creative work environment (thanks to Dan Abrahams for the present).

_always-something-to-do

There's Always Something to Do

ISBN: 978-0773538634

A very instructive book by a great Canadian Value investor. The important issue is that there is always something to do and somewhere in the world to invest.

Value Investing

Value Investing

IBSN: 978-0471463399

It is a basic book by a theoretical eminence of the “Value” world: Bruce Greenwald. It teaches to value companies from almost zero.

Applied Value Investing

Applied Value Investing

IBSN: 978-0071628181

This book follows up the previous one with practical valuation examples.

10-Amusing-Ourselves-150

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).

11-Different-150

Different

ISBN: 978-0307460868

A “different” book on marketing (thanks to Guy Spier for the book).

12-The-Art-of-War-150

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).

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