Best Books - Investing - Family Capital Strategy

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Investor Behavior

I group anything having to do with how human’s behave in this category. Some are explicit studies around behavioral finance. Others are more reflective on meaning of the human condition.

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Being Mortal by Atul Gawande
Influence: The Psychology of Persuasion by Robert Cialdini
No Easy Day by Mark Owen
Reminsciences of a stock operator by Edwin Lefevre
The Psychology of Money: Timeless lessons on wealth, greed, and happiness – Morgan Housel’s book is a best seller for a reason – enough said

Others

48 laws of power by Robert Green
Art of Learning by Josh Waitzkin
Better by Atul Gawande
Blink by Malcolm Gladwell
Catch me if you can by Frank Abagnale
Complications: A Surgeon’s Notes on an Imperfect Science by Atul Gawande
Confidential by John Nolan
Daring Greatly by Brene Brown
David and Goliath by Malcolm Gladwell
Give and Take by Adam Grant
How to think like Shakespeare by Scott Newstok
Kitchen Confidential by Anthony Bourdain
Man’s Search For Meaning by Victor Frankl
Marine Sniper by Charles Henderson
Medium Rare by Anthony bourdain
Moneyball by Michael Lewis
More than you know by Michael Mauboussin
Night by Elite Weisel
No Hero by Mark Owen
Outliers by Malcolm Gladwell
Predictably Irrational by Dan Ariely
Quiet by Suain Cain
Random Walk Down Wall Street by Burton G. Malkiel
Range by David Epstein
Rejection Proof by Jia Jiang
Smarter Faster Better by Charles Duhigg
Sources of Power by Gary Klein
Switch by Dan and Chip Heath
Talking to Strangers by Malcolm Gladwell
The art of deception by Kevin Mitnick
The art of learning by Josh Waitzkin
The Game by Neil Strauss
The Gifts of Imperfection by Brene Brown
The Intelligent Investor by Benjamin Graham
The Power of Habit by Charles Duhigg
The Psychology of Money by Morgan Housel
The Reading Mind by Daniel Willingham
The Score Takes Care of itself by Bill Walsh
The Stranger in the Wood by Michael Finkel
The Tipping Point by Malcolm Gladwell
The Undoing Project by Michael Lewis
The Wisdom of Crowds by James Surowiecki
Think Twice by Michael Mauboussin
Thinking fast and slow by Daniel Kahneman
Thinking in Bets by Annie Duke
Tiny Habits by BJ Fogg
Unbroken by Laura Hillenbrand
Upside of Irrationality by Dan Ariely
What Every Body Is Saying by Joe Navarro
What the Dog Saw by Malcolm Gladwell
Why Smart People Make Big Money Mistakes by Gary Belsky
100 to 1 in the Stock Market: A Distinguished Security Analyst Tells How to Make More of Your Investment Opportunities. This book was awesome. Originally published in the 1970s and then out of print, but now back, it is a fantastic look at how the market works. Some of the most clear analysis and explanation of the opportunities and pitfalls of growth equity investing. “In 100 to 1 in the Stock Market, Thomas Phelps discloses the secrets and strategies to increasing your wealth one hundredfold through buy-and-hold investing. Unlike the short-term trading trends that are popular today, Phelps’s highly logical, yet radical approach focuses on identifying compounding machines in public markets, buying their stocks, and holding these investments long term for at least ten years.”

Economics

Capitalism Without Capital by Haskel and Westlake
Completing Capitalism by Roche and Jakub
Confessions of an Economic Hitman by John Perkins
Economics in One Lesson by Henry Hazlitt
History of Economic Thought by Lionel Robbins
Next 100 Years by George Friedman
Technological revolutions and financial capital by Carlota Perez
The Worldly Philsophers by Robert Heilbroner
Wealth and Poverty of Nations by David Landes
Wealth of Man by Peter Jay
Wealth of Nations by Adam Smith
World is Flat by Thomas Friedman
When More Is Not Better: Overcoming America’s Obsession with Economic Efficiency
The Great Demographic Reversal by Charles Goodhart and Manoj Pradhan
Why We Buy by Paco Underhill
Happy Money by Elizabeth Dunn and Michael Norton
The End of the World Is Just the Beginning: Mapping the Collapse of Globalization by Peter Zeihan. This was absolutely excellent – Author and geopolitical strategist Peter Zeihan maps out the next world: a world where countries or regions will have no choice but to make their own goods, grow their own food, secure their own energy, fight their own battles, and do it all with populations that are both shrinking and aging.
Geopolitical Alpha. Geopolitical Alpha posits that investors should ignore the media-hyped narratives, insights from “smoke-filled rooms,” and most of their political consultants and, instead, focus exclusively on the measurable, material constraints facing policymakers.
Investing Amid Low Expected Returns by Anti Ilmanen. Not my favorite – This book provides an evidence-based blueprint for successful investing when decades of market tailwinds are turning into headwinds.
This Is How They Tell Me the World Ends: The Cyberweapons Arms Race WINNER of the 2021 Financial Times & McKinsey Business Book of the Year Award. “Written in the hot, propulsive prose of a spy thriller” (The New York Times), the untold story of the cyberweapons market―the most secretive, government-backed market on earth―and a terrifying first look at a new kind of global warfare.

Investor Profiles

There are so many amazing profiles of successful investors.

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Others

Market Function

Portfolio Management

Private Equity

Home Run – A Pro’s Guide to Selling Your Business by Jim Cumbee
Private Equity Laid Bare by Ludovic Phalippou

Venture Capital

E-Boys: The True Story of the Six Men Who Backed eBay by Randall Stross
Home Run – A Pro’s Guide to Selling Your Business by Jim Cumbee
Private Equity Laid Bare by Ludovic Phalippou

Best Books – Investing