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.
An entertaining read by one of Wall Street’s most successful hedge fund investors and recognisable media commentators. Cramer takes us through the life of a hedge fund manager and strategies he used to consistently beat the market over more than a decade. The reader...
The Wolf of Wall Street is an autobiography by Jordan Belfort. As investors it is important to understand the range of people that we may come across from time to time, and the way they do business. Jordan Belfort is at one extreme of the spectrum - constantly...
This is an interesting read primarily because Victor Niederhoffer, the author, blazes his own trail. The tone is awkward at times – overly modest occasionally, pompous frequently – but this is a man who has made many millions, lost many millions, and then made it all...
Roughly 20 to 25 percent of the Australian Stock Market by market Capitalisation is made up of resource or resource related stocks. As Ed Seykoya said “Commodity trading is the purest form of trading in the world and resources companies are simply a leveraged version...
Master of the Market is a series of interviews with top performing Australian fund managers. We first read this book not long after it was published in 2005. Having read the first edition a few years earlier, we were surprised that a number of the “masters” had...
Perhaps the most academic title we have reviewed so far in our 52 Books To Read series, McKinsey’s Valuation is a must-have resource to learn about fundamental analysis. The book has been updated regularly since it was first published, with expanded material being...
Whilst a heavy going book, written by the winner of a Nobel Prize, this is invaluable reading for potential investors in the stock market. Readers will get an interesting take on how we all make decisions and the dangers associated with the way we make decisions. This...
This is a fascinating book about exceptional people, surprising changes that are all around us, and just how poorly we understand ourselves and society. You should definitely read this book if at all interested in marketing or public awareness, and in understanding...
George Soros is often cited as one of the most successful investors in history. At its core, The Alchemy of Finance is based around Soros’ Theory of Reflexivity. Soros believes that human understanding is incomplete and incoherent and, as such, prices aren’t...
Zweig begins his book by sharing some of his life stories with the reader – about investing, and some examples of ‘life lessons’ along the way – giving us an insight into how he learned his craft. Zweig points out that Edwin Lefevre’s Reminiscences of a Stock Operator...