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.
In this best selling book by John G Miller, the importance of staying away from fads and sticking to practising key fundamentals, such as personal accountability, is discussed. Another important theme that is discussed is the importance of team work and removing silos...
In his book Friedman documents the IT revolution and the globalisation of the world during the 21st Century. The world is continually changing and moving forward which means Individuals, Companies and Governments continually need to change the way they do things just...
Robert Prechter Jr. is widely regarded as the modern day king of Elliot Wave theory, and this books contains his thorough explanation of it. We think this book is a must-read for anyone considering using technical analysis as an investment tool. Elliot Wave theory is...
Buffet doesn’t require any introductions. In this book, Hargstrom gives us an insight into Warren Buffet’s career as well as some of the people he worked with while developing his investment strategy. The book points out examples of successful investments by Buffet,...
Even though this book doesn’t focus on specific stock picking techniques or financial theory, its introduction to the concept of ‘reframing’ can be highly beneficial for anyone interested in participating in the market. The techniques discussed are universal and they...
Master CEOs is a series of interviews with CEOs of Australian listed companies. The CEOs were chosen based on excellent long term shareholder returns of the companies that they were in charge of. Australian investors often end up reading books that are US focused, and...
In Malcolm Gladwell’s Number 1 best seller, Outliers: The Story of Success, Gladwell examines the factors that contribute to high levels of success. Whilst many factors, including birth date, can play a part in success, it is the 10,000 hours theory that is perhaps...
In this book, Roger Lowenstein gives the reader a peek behind the curtain in the spectacular collapse of LTCM (a large U.S. hedge fund). The absolute return fund achieved a post-fee 20%+ annualised return for 3 consecutive years. In its fourth year, however, the fund...
Harry Dent made a name for himself in his earlier years predicting major market moves such as the Japanese slow down and the Tech wreck . We first read this book of his in 2005, and at the time found it a very interesting and insightful read. In this book he explains...
Whilst we haven't recommended too many biographies on our recommended books list, this one most certainly deserves its place. As far as reputations go, there aren't many Australian businessmen on the same league as the late Kerry Packer. As far as biographies go, Paul...