Investment library
What we read,
and why.
Reading is most of the work. Books, podcasts, newsletters and research archives we return to, and recommend to anyone who invests alongside us.
Books
Sixteen books we return to: few of them strictly about investing.
01
Enough
by John Bogle
02
Capital Account: A Fund Manager Reports on a Turbulent Decade
by Edward Chancellor
03
Capital Returns: Investing Through the Capital Cycle, A Money Manager’s Report, 2002 to 15
by Edward Chancellor
04
Common Stocks and Uncommon Profits
by Phil Fisher
05
Extraordinary Popular Delusions and the Madness of Crowds
by Charles Mackay
06
Poor Charlie’s Almanack
by Charles T. Munger · Especially the transcripts of his speeches
07
The Psychology of Money
by Morgan Housel
08
Same as Ever
by Morgan Housel
09
Berkshire Hathaway Letters to Shareholders, 1965 to 2025
by Edited by Max Olsen
10
Fooled by Randomness
by Nassim Taleb
11
Outlive
by Peter Attia
12
Influence
by Robert Cialdini
13
Seeking Wisdom: From Darwin to Munger
by Peter Bevelin
14
How the World Really Works
by Vaclav Smil
15
Margin of Safety
by Seth Klarman
16
The Outsiders
by William Thorndike
Podcasts
Long-form conversations, listened to at walking pace.
01
The Psychology of Money
with Morgan Housel
02
Conversations with Tyler
Tyler Cowen
03
Naval
Naval Ravikant
04
The Rest is History
Tom Holland & Dominic Sandbrook
05
The Knowledge Project
with Shane Parrish
Substacks
Newsletters that land in our inboxes.
01
Doomberg
Energy, commodities and markets
02
FT Alphaville
Financial Times
03
Boom Doom and Gloom
by Marc Faber
Investment websites
Research archives from managers worth reading in full.
Publications & periodicals
Paid subscriptions we keep renewing.
Read something we should know about?
Send it to us