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!
Investing/investment historyAnatomy of the Bear: Lessons from Wall Street's Four Great Bottoms by Russell Napier
Link to Amazon Equity Markets in Action: The Fundamentals of Liquidity, Market Structure & Trading by Robert A. Scwartz and Reto Francioni Link to Amazon Hedgehogging by Barton Biggs Link to Amazon House of Debt: How They (and You) Caused the Great Recession, and How We Can Prevent It from Happening Again, by Atif Mian and Amir Sufi Areté review Link to Amazon Investment Policy: How to Win the Loser's Game by Charles D. Ellis Link to Amazon Stabilizing an Unstable Economy by Hyman Minsky Areté review Link to Amazon Triumph of the Optimists: 101 Years of Global Investment Returns by Elroy Dimson, Paul Marsh, and Mike Staunton Areté review Link to Amazon When Markets Collide by Mohamed El-Erian Link to Amazon Decision makingBehavioral economicsBehavioral Investing: A Practitioner's Guide to Applying Behavioral Finance by James Montier
Link to Amazon Influence: Science and Practice by Robert B. Cialdini Link to Amazon Mistakes were made (but not by me): Why We Justify Foolsih Beliefs, Bad Decisions, and Hurtful Acts by Carol Tavris and Elliot Aronson Link to Amazon Telling Lies: Clues to Deceit in the Marketplace, Politics, and Marriage by Paul Ekman Link to Amazon Managing knowledge workersHigh Performing Investment Teams: How to Achieve Best Practices of Top Firms by Jim Ware and Jim Dethmer
Areté review Link to Amazon Post-Capitalist Society by Peter F. Drucker Link to Amazon Thinking for a Living: How to Get Better Performances and Results from Knowledge Workers by Thomas H. Davenport Link to Amazon |
Valuation and equity analysisExpectations Investing: Reading Stock Prices for Better Returns by Alfred Rappaport, Michael J. Mauboussin, and Peter L. Bernstein
Link to Amazon Moneyball: The Art of Winning an Unfair Game by Michael Lewis Link to Amazon Learning and knowledge managementThe Fifth Discipline: The Art & Practice of the Learning Organization by Peter M. Senge
Link to Amazon How to Read a Book: The Classic Guide to Intelligent Reading by Mortimer Adler Link to Amazon The Landscape of History: How Historians Map the Past, by John Lewis Gaddis Areté review Link to Amazon EntrepreneurshipThe E-myth Revisited: Why Most Small Businesses Don't Work and What to Do About it by Michael E. Gerber
Link to Amazon Getting Things Done: The Art of Stress-Free Productivity by David Allen Link to Amazon The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers by Ben Horowitz Link to Amazon Understanding our worldBlink: The Power of Thinking Without Thinking by Malcolm Gladwell
Link to Amazon Collapse: How Societies Choose to Fail or Succeed by Jared Diamond Link to Amazon Darwin's Dangerous Idea: Evolution and the Meanings of Life by Daniel C. Dennett Link to Amazon Freakonomics: A Rogue Economist Explores the Hidden Side of Everything by Steven D. Leavitt and Stephen J. Dabner Link to Amazon The Origin of Wealth: Evolution, Complexity and the Radical Remaking of Economics by Eric D. Beinhocker Areté review Link to Amazon The Selfish Gene by Richard Dawkins Link to Amazon The Stuff of Thought: Language as a Window into Human Nature by Steven Pinker Link to Amazon SuperCooperators: Altruism, Evolution, and Why We Need Each Other to Succeed by Roger Highfield and Martin Nowak Link to Amazon The Tipping Point: How Little Things Can Make a Big Difference by Malcolm Gladwell Link to Amazon The World is Flat: A Brief History of the Twenty-first Century by Thomas L. Friedman Link to Amazon Zen and the Art of Motorcycle Maintenance: An Inquiry into Values by Robert M. Pirsig Link to Amazon |
Comments
©2023 Arete Asset Management | See our Disclosures