Recommended Reading

List of recommended reading material.

Books

Recommended Reading List:

The Classics

  1. Ben Graham – The Intelligent Investor (and Security Analysis).

  2. Phil Fisher – Common Stocks and Uncommon Profits and Other Writings. His son Ken Fisher’s book (The Only three Questions That Count) is also very good.

  3. Warren Buffett’s Shareholder Letters & The Essays of Warren Buffett.

  4. Charlie Munger – Poor Charlie’s Almanack.

  5. Seth Klarman – Margin of Safety.

  6. Howard Marks – The Most Important Thing. and Memos.

  7. George Soros – The Alchemy of Finance

  8. Peter Lynch – Beating the Wall Street & One Up On Wall Street.

  9. Joel Greenblatt – The Little Book that Beats the Market (there is another book The Little Book that Still Beats the Market). & You Can Be A Stock Market Genius.

  10. Nassim Taleb – The Black Swan and Fooled by Randomness.

  11. William Bernstein – The Four Pillars of Investing and The Investor’s Manifesto.

  12. John C Bogle – Common Sense on Mutual Funds.

  13. Charles Ellis – Winning the Loser’s Game.

  1. David Dremen - Contrarian Investment Strategies The Next Generation.

  2. Robert Shiller – Irrational Exuberance

  3. Jeremy Seigel – Stocks for the Long Run.

  4. Martin Whitman – The Aggressive Conservative Investor

  5. John Kenneth Galbraith - A Short History of Financial Euphoria.

  6. Extraordinary Popular Delusions and the Madness of Crowds (by Charles Mackay).

  7. Reminiscences of a Stock Operator (by Edwin Lefevre).

  8. Andrew Tobias - The Only Investment guide You’ll Ever Need. This is a very small book and good for beginners.

  9. David Einhorn - Fooling Some of the People All of the Time

  10. James Montier – The Little Book of Behavioral Investing. His work.

  11. Michael Mauboussin – More than You Know.

  12. Daniel Kahneman – Thinking Fast and Slow.

  13. For some interesting concepts: Rich Dad Poor Dad - Robert Kiyosaki.

Statistics

How to Lie with Statistics by Darrell Huff (1954 book). It is a must-read. Summary Here.

People Without Books

Jeffrey Gundlach – A short intro. His Work. Ray Dalio – Principles

Indian Authors

Finance Aggregators

  1. Indian Blogs -

    a. Subramoney

    b. MF Critic

    c. The Eighty Twenty Investor