Investment Philosophy

• The Psychology of Money — Morgan Housel
• Poor Charlie’s Almanack — Charles T. Munger
• The Art of Execution — Lee Freeman-Shor
• Thinking in Bets — Annie Duke
• The Education of a Value Investor — Guy Spier
• Fooled by Randomness — Nassim Taleb
• Antifragile — Nassim Taleb

Value Investing

• The Intelligent Investor — Benjamin Graham
• Margin of Safety — Seth Klarman
• Security Analysis — Benjamin Graham & David Dodd
• Value Investing: From Graham to Buffett and Beyond — Bruce Greenwald
• The Most Important Thing — Howard Marks
• Capital Returns — Edward Chancellor
• You Can Be a Stock Market Genius — Joel Greenblatt
• Concentrated Investing — Benello, van Biema & Carlisle
• The Manual of Ideas — John Mihaljevic

Growth Investing

• Common Stocks and Uncommon Profits — Philip Fisher
• One Up on Wall Street — Peter Lynch
• 100 Baggers — Christopher Mayer
• Quality Investing — Cunningham
• The Little Book That Beats the Market — Joel Greenblatt

Capital Allocation & Corporate Leadership

• The Outsiders — William Thorndike
• The Essays of Warren Buffett — Lawrence Cunningham
• Common Sense on Mutual Funds — John C. Bogle
• The Warren Buffett Way — Robert Hagstrom
• Sam Walton: Made in America — Sam Walton

Equity Research & Technical Foundations

• Best Practices for Equity Research Analysts — James Valentine
• Investment Valuation — Aswath Damodaran
• Pitch the Perfect Investment — Sonkin & Johnson
• Narrative and Numbers — Aswath Damodaran
• Valuation (McKinsey) — McKinsey & Co.
• Financial Modeling & Valuation — Paul Pignataro
• Expectations Investing — Michael Mauboussin & Alfred Rappaport
• Financial Statement Analysis and Security Valuation — Stephen Penman
• Quantitative Corporate Finance — Guerard
• Financial Shenanigans — Schilit & Perler

Industry Analysis / Industry Related

• House of Morgan — Ron Chernow
• Money and Power: How Goldman Sachs Came to Rule the World — William Cohan
• The Prize — Daniel Yergin
• Cable Cowboy — Mark Robichaux
• Sam Walton: Made in America — Sam Walton
• Understanding Michael Porter — Joan Magretta

Business Strategy

• 7 Powers: The Foundations of Business Strategy — Hamilton Helmer
• Competition Demystified — Bruce Greenwald & Judd Kahn
• Understanding Michael Porter — Joan Magretta
• The Everything Store — Brad Stone
• Shoe Dog — Phil Knight
• Elon Musk — Ashlee Vance
• The Power Law — Sebastian Mallaby
• Competitive Strategy — Michael Porter

Quantitative Investing

• Advances in Financial Machine Learning — Marcos López de Prado
• A Practical Guide to Quantitative Finance Interviews - Xinfeng Zhou
• Quantitative Equity Portfolio Management — Qian, Hua & Sorensen
• Machine Learning for Asset Managers — López de Prado
• The Man Who Solved the Market — Gregory Zuckerman
• The Physics of Wall Street — James Weatherall
• Algorithmic Trading and DMA — Barry Johnson
• Algorithmic Trading: A Practitioner’s Guide — Jeffrey M. Bacidore
• Trading & Exchanges — Larry Harris
• [Statistics] An Introduction to Statistical Learning — James, Witten, Hastie, Tibshirani, Taylor
• Machine Learning: A Probabilistic Perspective — Kevin P. Murphy
• Generative AI for Trading and Asset Management — Hamlet Jesse Medina Ruiz & Ernest Chan

Leveraged & Distressed Credit Research

• Distressed Debt Analysis — Stephen Moyer
• A Pragmatist’s Guide to Leveraged Finance — Robert Kricheff
• The Credit Investor’s Handbook — Michael Gatto
• The Caesars Palace Coup — Sujeet Indap & Max Frumes
• Damsel in Distressed — Dominique Mielle
• The Predators’ Ball — Connie Bruck
• Den of Thieves — James B. Stewart
• The Bond King — Mary Childs

Portfolio Management

• Pioneering Portfolio Management — David Swensen
• Expected Returns — Antti Ilmanen
• Unconventional Success — David Swensen
• Winning the Loser’s Game — Charles Ellis
• Active Portfolio Management — Grinold & Kahn
• Big Money Thinks Small — Joel Tillinghast
• Advanced Portfolio Management — Giuseppe Paleologo
• Portfolio Management: Theory and Practice — Steward, Piros & Heisler
• Efficiently Inefficient — Lasse Heje Pedersen

Hedge Funds & Case Studies

• More Money Than God — Sebastian Mallaby
• When Genius Failed — Roger Lowenstein
• Fooling Some of the People All of the Time — David Einhorn
• The Big Short — Michael Lewis
• The Greatest Trade Ever — Greg Zuckerman
• Hedge Fund Market Wizards — Jack Schwager

Autobiographies & Investor Journeys

• Principles — Ray Dalio
• The Snowball: Warren Buffett and the Business of Life — Alice Schroeder
• Invested — Charles Schwab
• Exile on Wall Street — Mike Mayo
• Confessions of a Wall Street Analyst — Daniel Reingold
• Cityboy — Geraint Anderson
• Straight to Hell — John LeFevre

Professional Thinking & Networking

• Thinking, Fast and Slow — Daniel Kahneman
• Influence — Robert Cialdini
• How to Win Friends and Influence People — Dale Carnegie
• Give and Take — Adam Grant
• Never Eat Alone — Keith Ferrazzi
• What Got You Here Won’t Get You There — Marshall Goldsmith

Specialized & Historical Topics

• Manias, Panics, and Crashes — Charles Kindleberger & Robert Aliber
• Barbarians at the Gate — Bryan Burrough & John Helyar
• House of Morgan — Ron Chernow
• Money and Power — William Cohan
• Devil Take the Hindmost — Edward Chancellor
• Against the Gods — Peter Bernstein
• Principles for Navigating Big Debt Crises — Ray Dalio
• King of Capital — David Carey & John Morris