Ideas

Reading list

The following is a list of books we have read that we have found to be especially insightful and influential to our thinking. We hope you enjoy them as much as we have and invite your comments and feedback!

Anatomy of the Bear: Lesson from Wall Street's Four Great Bottoms, by Russell Napier
Behavioral Investing by James Montier
Blink: The Power of Thinking Without Thinking by Malcolm Gladwell
Collapse: How Societies Choose to Fail or Succeed by Jared Diamond
Darwin’s Dangerous Idea by Daniel C. Dennett
The E-myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It by Michael E. Gerber
Equity Markets in Action: The Fundamentals of Liquidity, Market Structure & Trading by Robert A. Schwartz and Reto Francioni
Expectations Investing: Reading Stock Prices for Better Returns by Alfred Rappaport, Michael J. Mauboussin, and Peter L. Bernstein
The Fifth Discipline: The Art & Practice of the Learning Organization by Peter M. Senge
Freakonomics: A Rogue Economist Explores the Hidden Side of Everything by Steven D. Leavitt and Stephen J. Dabner
Getting Things Done: The Art of Stress-Free Productivity by David Allen
Hedgehogging by Barton Biggs
High Performing Investment Teams: How to Achieve Best Practices of Top Firms by Jim Ware and Jim Dethmer
How to Read a Book by Mortimer Adler
Influence: Science and Practice by Robert B. Cialdini
Investment Policy: How to Win the Loser’s Game by Charles D. Ellis
Mistakes Were Made (but not by me) by Carol Tavris and Elliot Aronson
Moneyball: The Art of Winning an Unfair Game by Michael Lewis
Origin of Wealth: Evolution, Complexity and the Radical Remaking of Economics by Eric D. Beinhocker
The Selfish Gene by Richard Dawkins
Sources of Power: How People Make Decisions by Gary Klein
Stabilizing an Unstable Economy by Hyman Minsky
The Stuff of Thought: Language as a Window into Human Nature by Steven Pinker
SuperCooperators, by Rober Highfield and Martin Nowak
Telling Lies: Clues to Deceit in the Marketplace, Politics, and Marriage by Paul Ekman
Thinking for a Living by Thomas H. Davenport
The Tipping Point: How Little Things Can Make a Big Difference by Malcolm Gladwell
When Markets Collide byMohamed El-Erian
The World is Flat by Thomas L. Friedman
Zen and the Art of Motorcycle Maintenance: An Inquiry into Values by Robert M. Pirsig