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
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 Graham is the father of "Value Investing", and famous for being Warren Buffett's professor at the University of Columbia's School of Business
- The Dhandho Investor - Monish Pabrai.
- Pabrai is a Buffett disciple who writes about the Kelly Criterion - how big the bet should be when investing.
- One up on Wall Street - Peter Lynch.
- A common-sense approach 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.
- Of many great books about Warren Buffett, this is the best, mainly as it is written by a long time friend of his, 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.
- 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.
- based on “The Magic Formula", a set of metrics which recommend buying above average companies at a cheap price.
Podcasts