Favourite books and podcasts
Aaron is often asked "what books do you recommend to investors or what podcasts are you listening to?"
Here is a shortlist of Aaron's favourite books and podcasts:
Books (all links go the book's page on Amazon.com)
Podcasts (all links to Apple Podcasts)
Here is a shortlist of Aaron's favourite books and podcasts:
Books (all links go the book's page on Amazon.com)
- The Intelligent Investor - Ben Graham. Dr Benjamin Graham is known as the father of "Value Investing", and is also famous for being Warren Buffett's professor at the University of Columbia's School of Business
- The Dhandho Investor - Monish Pabrai. Pabrai is a Warren Buffett disciple who writes about the Kelly Criterion - how big the bet should be when investing.
- One up on Wall Street - Peter Lynch. I found this a very good common-sense approach to investing by the man who led the significant outperformance of the Fidelity Magellan funds in the 1970s and 1980s.
- The Zulu Principle - Jim Slater. This book is about becoming a specialist in a certain area, and homing in on that area of expertise.
- Tap Dancing to Work - Warren Buffett. There are many great books about Warren Buffett, but this one is one of the best, unsurprisingly, because it is written by a long time friend of Buffett, Carol Loomis.
- The Acquirer’s Multiple - Tobias Carlisle. A great book book that examines the methodology of famous value investors like David Einhorn, Warren Buffett and Carl Icahn. Carlisle's other book Deep Value is also an excellent read, extensively mentioning the success of New Zealand's own Sir Ron Brierley.
- Extraordinary Popular Delusions and the Madness of crowds - Charles Mackay. Mackay examines various economic bubbles, such as the infamous Tulipmania, various gold rush bubbles and more.
- The Little Book that still beats the markets - Joel Greenblatt. This is an excellent book based on “The Magic Formula", a set of metrics which recommend buying above average companies at a cheap price).
Podcasts (all links to Apple Podcasts)