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Bookshelf: Recommended Reading & Viewing
Listed below are articles, books, and videos the “Intelligent Investor” will find of interest.
Articles:
The Superinvestors Of Graham And Doddsville
Warren Buffett Annual Letters To Shareholders
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Be The House: Process and Outcome In Investing |
Books:
"Searching for Alpha" by Ben Warick
"The Intelligent Asset Allocator"
by William J. Bernstein
"The Price of Privilege" by Madeline Levine, Ph.D.
"The Art of Short Selling" by Kathryn F. Staley
"The Snowball" by Alice Schroeder |
"The Little Book That Beats The Market"
by Joel Greenblatt
"Outliers: The Story of Success" by Malcolm Gladwell
"Margin Of Safety" by Seth Klarman
"More Than You Know" by Michael Mauboussin |
"The Black Swan: The Impact of the Highly Improbable" by Nicholas Taleb
"Why Smart People Make Big Money Mistakes" by Gary Belsky |
Videos:
This interview with Seth Klarman, Baupost Group, features one of the world’s best performing fund managers. Some of our investment ideas come from reviewing his Fund’s SEC filings, and our investment philosophies are very much aligned. Baupost discretionarily manages $15 billion, and their largest partnership vehicle has achieved net annual return to investors of just over 20%. |