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