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.
Nicolas Darvas fled Hungary at the age of 23 with nothing but a few pounds to his name. He would go on to turn an investment of $10,000 into $2,000,000. It only took him 18 months. Not the story you’d expect from a professional ballroom dancer. Years later, aged 39,...
Following up on the Market Wizards Book review is a review on the New Market Wizards book by Jack Schwager. Of particular interest for our funds are the interviews in Part IV of the book covering Stanley Druckenmiller, Richard Driehaus, Gil Blake and Victor Sperandeo....
This book is about finding “multibaggers” – the stocks that double in price and then keep climbing higher. Having studied the best-performing US stocks throughout history, William O’Neil distills the attributes they share and prescribes a system to identify and trade...
From Amazon: How do the world’s most successful traders amass tens, hundreds of millions of dollars a year? Are they masters of an occult knowledge, lucky winners in a random market lottery, natural-born virtuosi—Mozarts of the markets? In search of an answer,...
Human beings are exceptional at pattern recognition and, for the most part, this skill serves us well. Taleb does a brilliant job of explaining the other side of that coin: Mistaking correlation for causation, overestimating causation, a belief that everything can...
This book is almost compulsory reading for anyone who wants to invest in the market. The ‘boy plungers’ views on ‘hope, fear and greed’ make interesting reading. This book is good the first time but makes more and more sense on the second and third reading. We will...