bookshelf

• Poor Charlie’s Almanack by Charlie Munger
• Value Investing by Bruce Greenwald* [reading notes]
  • how to identify durable competitive advantages and value such businesses
  • total return = cash (dividend + buyback) + growth rate (organic + active investment) - fade rate
  • margin of safety = total return / cost of capital
  • hold equities with durable competitive advantages, forever
• Predictably Irrational*
• Common Stocks As Long Term Investments* [reading notes]
  • equities > debt
• Ogilvy on Advertising* [reading notes]
  • fundamental elements of good advertisements, backed up by good and bad examples
  • thought process and rationales (and irrationales) of a customer when making a purchase
• The Design of Everyday Things*
• The Innovator’s Dilemma*
  • how entrants disrupt incumbents
• The Intelligent Investor by Graham*
• Writing That Works*
• Common Stocks and Uncommon Profits by Philip Fisher
• How to Raise Successful People by Esther Wojcicki
• Screenplay by Syd Field
• On Tyranny by Timothy Snyder
• The Art of Writing Advertising by Bernbach
• Reality in Advertising by Reeves
• Scientific Advertising by Hopkins
• Customer Success by Nick Mehta
• The Power Law by Sebastian Mallaby
• The Little Book That Still Beats the Market by Joel Greenblatt
• A History of the World in 6 Glasses by Tom Standage
• Tested Advertising Methods^?? by John Caples
• The Nurture Assumption^?? by Judith Rich Harris
• How to Read a Financial Report^?? by John Tracy
• Financial Reporting and Analysis (5th Edition)⁺⁺ by Lawrence Revsine
• Security Analysis⁺⁺ by Ben Graham
• The Innovator’s Solution
• Superforecasting
  • You have keep forecasting and track your records. Revise and improve.
• Unfree Speech by Joshua Wong
• Permanent Record by Edward Snowden
• Shoe Dog by Phil Knight
• The Mathematics of Love by Hannah Fry
• Thinking Fast and Slow
• Don’t Feed the Monkey Mind by Jennifer Shannon
• Zero to One by Peter Thiel
• The Box by Marc Levinson
• How to lie with statistics by Darrell Huff
• Founders at Work by Jessica Livingston
• Remote by Jason Fried
• Business Adventures by John Brooks
• The Mom Test by Rob Fitzpatrick
• Clean Code⁺⁺ by Robert Martin
• The End of Power^{^^} by Naim
• Why nations fail^{^^} by Acemoglu
• The Rise of Carry^{^^} by Lee
• Crossing the Chasm^{^^} by Moore
• 1984^{^^} by Orwell

^?? Reading
⁺⁺ Not started
^{^^} Unfinished