Investing… Mastering the Market Cycle 29 Jul 2020 Mastering the Market Cycle by Howard Marks The author describes the need to know both the intrinsic value of the asset you are purchasing, but also to use knowledge of…
Investing… The Education of a Value Investor 21 Jul 2020 The Education Of A Value Investor by Guy Spier This book covers the personal story of Guy Spier, a guy who graduated business school with impeccable credentials, but got caught…
History… Security Analysis 21 Jul 202021 Jul 2020 Security Analysis by Benjamin Graham and David L. Dodd This is the book that started value investing back in 1934. It established the principle that what you pay for a…
Investing… Value Investing From Graham To Buffett And Beyond 18 Jun 202018 Feb 2021 Value Investing From Graham To Buffett And Beyond by Bruce C. N. Greenwald, Judd Kahn, Paul D. Sonkin, and Michael van Biema This is the best book that I have…
Investing… Bruce Greenwald presentation on value investing 10 Jun 2020 From his bio at Columbia University: Professor Bruce C. N. Greenwald holds the Robert Heilbrunn Professorship of Finance and Asset Management at Columbia Business School and is the academic Director…
Future… Nick Hanauer on capitalism and the future 1 Jun 20201 Jun 2020 A couple of TED talks from Nick Hanauer on inequality and the future of capitalism. This is also related to Doughnut Economics in the sense that both are saying that…