We thought it would be a good idea to compile a list of books / documentaries that have influenced our investment style or helped provide insight into the investment process.
Whilst not an exhaustive list, we will recommend one book a week to read, for a year. This list should provide a good starting point for any interested investor.
What happens when you take eight people without any prior trading experience and give them one million pounds to manage in the markets for two months, especially when this happens at the onset of the global financial crisis? Enter Million Dollar Traders, a situation...
The Elon Musk biography is a fascinating insight into the CEO of both Tesla and Space X. Ever since childhood Elon has been fascinated by space and believes that it is essential for humans to live on mars so that if earth becomes uninhabitable the human race will not...
China Hustle is another fascinating documentary from Netflix which deals with Chinese companies ‘reverse listing into US shell companies.’ It is a cautionary tale on the age old saying of ‘buyer beware’ and the forces at work that led to companies being listed on the...
This documentary featured on Netflix deals with the amazing rise and the amazing fall of Valeant Pharmaceuticals. Once the ‘darling’ of the investment community Valeant has fallen into disrepute with that same investment community. Again we have Bill Ackman,...
This book documents a legendary bet in the early 80’s between two successful commodity traders, Richard Dennis and William Eckhardt. The bet was over whether trading could be taught or whether it comes naturally. Richard Dennis was willing to stake his own money on...
The Little Book That Beats The Market was inspired by Greenblatt’s desire to teach his five kids how to make money in the stock market. He thought that if he could do this, it would be a valuable gift that would assist them through life. And so the book is written in...
Jesse Livermore was famed for making several multimillion-dollar fortunes and losing them during the stock market crashes of 1907 and 1929. The material presented in this book was obtained by Richard D. Wyckoff through exclusive interviews with Jesse Livermore. This...
When we are giving shareholder and investor presentations and explaining our investment process we say that ‘we like to buy stocks that are going up and sell stocks that are going down’. We do this using a combination of fundamental and technical research. A common...
The co-authors of this book are both professors at INSEAD and co-directors of the INSEAD Blue Ocean Strategy Institute. They argue that companies can succeed by creating ‘blue oceans’ of uncontested market space, as opposed to ‘red oceans’ where competitors fight for...
This documentary was produced in 2016 by Ted Braun so strictly speaking is not a book….but it should be. As a reward for having read nearly 50 books on the Cadence list of 52 Books To Read Before Buying Your Next Stock you can have a week off by watching this nearly...