Books
“You can judge a man by the books he’s read” - Anonymous
Well I borrowed this amazing list of books from Monish Pabrai’s site. I have read some of the books below but my target is to read all of these and a few more.
Books on Investing and Capital Allocation
1. Distressed Securities : Analyzing and Evaluating Market Potential and Investment Risk by Edward I. Altman
2. Corporate Bankruptcy : Economic and Legal Perspectives by Jagdeep S. Bhandari
3. Common Sense on Mutual Funds by John C. Bogle
(Wonderful Book. I highly recommend all of John Bogle’s writings to any investor. John’s views are stronglyl grounded with a both theory and extensive emperical data.)
4. John Bogle on Investing by John C. Bogle
5. Buffettology by Mary Buffett and David Clark
(Buffett does not endorse this book. It misses out on the extensive Special Situations/Workouts that Buffett continues to invest in. It’s a good book to get started on Buffett’s investment approach, but not one to use as the ultimate guide.
6. A Money Mind at Ninety by Philip Carret
7. The Art of Speculation by Philip Carret
8. Valuation: Measuring and Managing the Value of Companies by Tom Copeland, Tim Koller, and Jack Murrin
9. Security Analysis by Sidney Cottle
10. The Essays of Warren Buffett: Lessons for Corporate America by Professor Lawrence Cunningham
(The only book on Buffett endorsed by him. It’s a good book to pick up after having read the last 20 years of letters to shareholders. Any did a terrific job.)
11. How to Think Like Benjamin Graham and Invest Like Warren Buffett by Professor Lawrence Cunningham
12. Conversations from the Warren Buffet Symposium; Cardozo Law Review, Vol. 19; Numbers 1-2; Sept.-Nov. 1997. Edited by Lawrence A. Cunningham
13. Point and Figure Charting by Thomas J. Dorsey
(I’m not a chartist and this book didn’t help me get excited about charting.)
14. Common Stocks and Uncommon Profits by Philip Fisher
15. Developing an Investment Philosophy by Philip Fisher
16. Fundamentals of Investing by Lawrence J. Gitman and Michael D. Joehnk
17. Benjamin Graham: The Memoirs of the Dean of Wall Street by Benjamin Graham
18. The Intelligent Investor by Benjamin Graham
(Wonderful Book. There is a lot of terrific data in this book. Needs to be read slowly and carefully - and then re-read. Strongly recommended.
19. The Interpretation of Financial Statements by Benjamin Graham (1937 Edition)
20. Security Analysis by Benjamin Graham and David Dodd (1934 Edition)
(Make sure you read the 1934 edition. It is a terrific work and should be digested slowly.
21. Storage and Stability by Benjamin Graham
22. World Commodities and World Currency by Benjamin Graham (1944 Edition)
23. You Can Be a Stock Market Genius (Even if you’re not too smart!) by Joel Greenblatt
24. Value Investing: From Graham to Buffett and Beyond by Bruce C.N. Greenwald
25. The Essential Buffett by Robert G. Hagstrom
(I recommend all of Hagstrom’s books on Buffet. One should read them in sequence - “The Warren Buffett Way” followed by “The Warren Buffett Portfolio” followed by “Latticework” and finally “The Essential Buffett”.
26. Latticework by Robert G. Hagstrom
27. The Warren Buffett Portfolio by Robert G. Hagstrom
28. The Warren Buffett Way by Robert G. Hagstrom, Jr.
(Good first book on Buffett)
29. Beast on Wall Street by Robert A. Haugen
30. The Inefficient Stock Market by Robert A. Haugen
31. The New Finance by Robert A. Haugen
32. Of Permanent Value: The Story of Warren Buffett by Andrew Kilpatrick (1994 Edition)
(Andy is a regular attendee of the Berkshire Annual Meeting in Omaha. Nice guy.)
33. The Warren Buffett: The Good Guy of Wall Street by Andrew Kilpatrick
34. Of Permanent Value: The Story of Warren Buffett by Andrew Kilpatrick (1998 Edition)
35. Rich Dad, Poor Dad by Robert T. Kiyosaki
(This is a quick read and a good read as an eye-opener. I don’t agree to with some of his stuff, but have no argument with what he calls an asset and a liability.
36. Margin of Safety : Risk-Averse Value Investing Strategies for the Thoughtful Investor by Seth A. Klarman
37. The Wealth and Poverty of Nations by David S. Landes
(Good book with some great insights)
38. Benjamin Graham on Value Investing: Lessons from the Dean of Wall Street by Janet Lowe
39. Damn Right! Behind the Scenes With Berkshire Hathaway Billionare Charlie Munger by Janet Lowe
(Great book. Highly Recommended)
40. Value Investing Made Easy by Janet Lowe
41. Warren Buffett Speaks - Wit and Wisdom of the World’s Greatest Investor by Janet Lowe
42. The Making of an American Capitalist by Roger Lowenstein
(Another good Buffett Biography. Lowenstein also is a writer for The Wall Street Journal and Smart Money and on the board of the Sequoia Fund)
43. Beating the Street by Peter Lynch
(I strongly recommend all of Peter Lynch’s book esp. this one and One up on Wall Street.)
44. One up on Wall Street by Peter Lynch
45. A Random Walk Down Wall Street by Burton Malkiel
46. An Essay on the Principle of Population by Thomas Malthus
47. The Warren Buffett CEO: Secrets from the Berkshire Hathaway Managers by Robert P. Miles
48. Beyond Wall Street: The Art of Investing by S.L. Mintz
49. John Neff on Investing by John Neff with S.L. Mintz
50. A Higher Standard of Leadership: Lessons from the life of Gandhi by Keshavan Nair
51. Investing in Hedge Funds by Joseph G. Nicholas
52. Invest Like the Best by James O�Shaughnessey
53. What Works on Wall Street by James O�Shaughnessey
(Strongly Recommended. Great data.)
54. The New Investment Superstars by Lois Peltz
55. Forbes Greatest Investing Stories by Richard Phalon
56. Thoughts of Chairman Buffett: Thirty Years of Unconventional Wisdom from the Sage of Omaha compiled by Siimon Reynolds
57. Selling Your Story to Wall Street by Michael A. Rosenbaum
58. Lessons from the Lengends of Wall Street by Nikki Ross, CFP
59. Market Wizards : Interviews With Top Traders by Jack D. Schwager
60. The New Market Wizards : Conversations With America’s Top Traders by Jack D. Schwager
61. Where Are The Customers’ Yachts? by Fred Schwed, Jr.
62. Soros: The Life, Times and Trading Secrets of the World’s Greatest Investor by Robert Slater
(I don�t believe Soros is the World�s greatest investor. He�s good, but Buffett is in a different league and has a much simpler (and more effective) model.)
63. The Money Game by Adam Smith
64. The Wealth of Nations by Adam Smith
65. Supermoney by Adam Smith
66. Getting Started in Hedge Funds by Daniel A. Strachman
67. Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment by David F. Swensen
68. Investment Gurus by Peter J. Tanous
69. The Company You Keep by Patrick Terrion
70. My Vast Fortune : The Money Adventures of a Quixotic Capitalist by Andrew Tobias
71. The Midas Touch by John Train
72. The Money Masters by John Train
73. Searching for Alpha: The Quest for Exceptional Investment Performance by Ben Warwick
74. Maestro: Greenspan’s FED and the American Boom by Bob Woodward
75. Berkshire Hathaway Inc. Letters to Shareholders 1977-1995. Two Bound books.
(Free to shareholderse of BRK.A or BRK.B with proof of shareholding; non-shareholders can send a check for $15 to Berkshire Hathaway, Inc. 3555 Farnam Street, Suite 1440, Omaha, NE 68131.)
Books on Entrepreneurship, Management & Leadership
1. Secret Formula by Frederick Allen
(Great Book to help understand Coca-Cola)
2. The One Minute Manager by Kenneth Blanchard and Spencer Johnson
3. The Greatest Generation by Tom Brokaw
4. Titan by Ron Chernow
(Very compelling biography on John D. Rockefeller � a must read)
5. Built to Last by James Collins and Jerry Porras
6. Principle Centered Leadership by Stephen Covey
7. Seven Habits of Highly Effective People by Stephen Covey
8. The New Maharajahs by Claudia Cragg
9. Total Customer Service by William H. Davidow and Bro Uttal
10. The Making of a Blockbuster by Gail DeGeorg
(The Wayne Huizenga Story. On my Top Ten List. Awesome. An inspiration.)
11. Leadership is an Art by Max DePree
12. Leadership Jazz by Max DePree
(Max was the CEO of Herman Miller and a terrific leader. Great book.
13. Rabindranath Tagore : An Anthology by Krishna Dutta and Andrew Robinson
14. On Becoming a Servant Leader: The Private Writings of Robert K. Greenleaf by Don Frick and Larry C. Spears
15. Citizen Turner by Robert Goldberg and Gerald Jay Goldberg
16. Personal History by Katharine Graham
(Highly Recommended)
17. Forbes Greatest Business Stories of all Time by Daniel Gross
18. Only the Paranoid Survive by Andrew S. Grove
(On my Top Ten List. Great Book. Grove was CEO of Intel.)
19. The Balanced Scorecard by Robert S. Kaplan and David P. Norton
20. Brand New : How Entrepreneurs Earned Consumers’ Trust from Wedgwood to Dell by Nancy F. Koehn
21. Leading Change by John P. Kotter
22. Smart Choices by John S. Hammond, Ralph L. Keeney, and Howard Raiffa
23. Managerial Excellence: McKinsey Award Winners from the Harvard Business Review 1980-1994 (HBS Press)
24. Synchronicity: The Inner Path of Leadership by Joseph Jaworski
25. The Joy of Achievement: Conversations with J.R.D. Tata by R.M. Lala
26. Creating Modern Capitalism : How Entrepreneurs, Companies, and Countries Triumphed in Three Industrial Revolutions by Thomas K. McCraw
27. John Adams by David McCullough
28. The Entrepreneurial Connection by Gurmeet Naroola
29. 1001 Ways to Energize Employees by Bob Nelson
30. 1001 Ways to Reward Employees by Bob Nelson
31. 301 Great Management Ideas fron America’s Most Innovative Small Companies. Edited by Sarah P. Noble; Published by Inc. Magazine Business Review 1980-1994 (HBS Press)
32. A Passion for Excellence by Thomas Peters and Nancy Austin
33. In Search of Excellence by Thomas Peters
34. Thriving on Chaos by Thomas Peters
35. Business Maharajahs by Gita Piramal
36. Pour Your Heart Into It by Howard Schultz
(Good book. The Starbucks Story)
37. The Fifth Discipline by Peter M. Senge
38. The Art of War by Sun Tzu
39. Made in America: My Story by Sam Walton
(Awesome book. The Sam Walton/Walmart Story. On my Top Ten List. Inspiration for me during the first year at TransTech)
40. Business Classics: Fifteen key concepts for Managerial Success. A collection of articles from The Harvard Business Review.
(email custserv@hbsp.harvard.edu or go to www.hbs.edu to order
41. Jack: Straight from the Gut by Jack Welch
Books on Sales and Marketing
1. Selling the Invisible by Harry Beckwith
2. Selling Your Services by Robert W. Bly
3. Tested Advertising Methods by John Caples
4. Marketing on a Shoestring by Jeffrey P. Davidson
5. Product Juggernauts: How Companies Mobilize to Generate a Stream of Market Winners by Jean-Philippe Deschamps and P. Ranganath Nayak and by Robert Miller and Stephen Heiman
6. Sell like a Pro by Sherrill Y. Estes
7. Strategic Selling by Robert Miller and Stephen Heiman
8. Successful Large Account Management by Robert Miller and Stephen Heiman
9. How to Drive Your Competition Crazy by Guy Kawasaki
(Awesome book. On my Top Ten List. CEO of garage.com and a friend)
10. The MacIntosh Way by Guy Kawasaki
11. Selling the Dream by Guy Kawasaki
12. Strategic Brand Management: Building, Measuring, and Managing Brand Equity by Kevin Lane Keller
13. Guerrilla Advertising by Jay Conrad Levinson
14. Inside the Tornado by Geoffrey A. Moore
15. Confessions of an Advertising Man by David Ogilvy
16. Ogilvy on Advertising by David Ogilvy
(Ogilvy is a brilliant guy and a terrific writer. Really enjoyed this book and leared a lot.)
17. Spin Selling by Neil Rackham
18. Focus by Al Ries
19. Rethinking Business-To-Business Marketing by Paul Sherlock
20. Marketing Warfare by Al Ries and Jack Trout
21. The 22 Immutable Laws of Marketing by Al Ries and Jack Trout
22. The Discipline of Market Leaders by Michael Treacy and Fred Wiersema
23. An Eye for Winners by Lillian Vernon
Books on eBusiness and Information Technology
1. Sense & Respond by Stephen P. Bradley and Richard L. Nolan
2. Co-opetition by Adam M. Brandenberger and Barry J. Nalebuff
3. Competing on the Edge by Shona L. Brown and Kathleen M. Eisenhardt
4. Strategic Management of Technology and Innovation by Robert A. Burgelman, Modesto A. Maidique, and Steven C. Wheelwright
5. Sam Pitroda: A Biography by Mayank Chhaya
6. The Innovator’s Dilemma by Clayton Christensen
(Awesome book. May move soon to my Top Ten List. If anything will keep CEOs awake at night, reading this book certainly will. Eyeopening. I met Clayton in Feb. �99 at Harvard. Brilliant guy.)
7. Marketing High Technology by William Davidow
8. The Monster Under the Bed by Stan Davis and Jim Botkin
9. 2020 Vision by Stan Davis and Bill Davidson
10. Direct From Dell by Michael Dell
11. Unleashing the Killer App: Digital Strategies for Market Dominance by Larry Downes and Chunka Mui
12. Disruption by Jean-Marie Dru
13. Business @ the Speed of Thought by Bill Gates
14. Net Gain by John Hagel III and Arthur G. Armstrong
15. Net Worth by John Hagel III and Marc Singer
16. Competing for the Future by Gary Hamel and C.K. Pralahad
17. Electronic Commerce: A Manger’s Guide by Ravi Kalakota and Andrew B. Whinston
18. Rules for Revolutionaries by Guy Kawasaki
19. The Soul of a New Machine by Tracy Kidder
(Tracy won a Pulitzer Prize for this book. Must-read for anyone in a product development or a startup environment.)
20. The Digital Estate by Chuck Martin
21. Rapid Development: Taming Wild Software Schedules by Steve McConnell
22. Real Time by Regis McKenna
23. Crossing the Chasm by Geoffrey A. Moore
24. Opening Digital Markets by Walid Mougayar
25. Being Digital by Nicholas Negreponte
(Negreponte is the guru and futurist on the subject of eBusiness. Founder and Director of the famed MIT Media Labs)
26. High Tech High Touch by John Naisbitt
27. The Hp Way by David Packard
28. Enterprise One to One by Don Peppers and Martha Rogers
29. The Seven Steps to Nirvana: Strategic Insights Into E-Business Transformation by Mohan Sawhney and Jeff Zabin
30. Tech-Venture by Mohan Sawhney
31. Customers.com by Patricia B. Seybold
32. Information Rules by Carl Shapiro and Hal Varian
33. Steve Jobs and the Next Big Thing by Randall Stross
34. AOL.com by Kara Swisher
35. Computer Networks by Andrew Tanenbaum
36. Blueprint to the Digital Economy by Don Tapscott
37. Creating Value in the Network Economy edited by Don Tapscott
38. The Digital Economy by Don Tapscott
39. The Difference Between God and Larry Ellison* Inside Oracle Corporation; *God Does Not Think He’s Larry Ellison by Mike Wilson Competing in the Age of Digital Convergence edited by David B. Yoffie (HBS Press)
Books on Balance between Work, Play, Family, Friends, and Learning
1. Secret of the Veda by Sri Aurobindo
2. The Upanishads by Sri Aurobindo
3. Halftime: Changing Your Life Plan From Success to Significance by Bob Buford
4. Stuck in Halftime : Reinvesting Your One and Only Life by Bob Buford
5. Inner Treasures by Swami Chidvilasananda
6. Yoga of Discipline by Swami Chidvilasananda
7. The Seven Spiritual Laws of Success by Deepak Chopra
8. Mars and Venus in Love by Dr. John Gray
9. Men Are from Mars, Women Are from Venus by Dr. John Gray
(If you�re a man and married, read and follow this book. Very helpful.)
10. Cows, Pigs, Wars & Witches : The Riddles of Culture by Marvin Harris
11. Cannibals and Kings : The Origins of Cultures by Marvin Harris
12. Power Versus Force : The Hidden Determinants of Human Behavior by David R. Hawkins, M.D.
13. Yoga : A Gem for Women by Geeta S. Iyengar
14. Hindsights by Guy Kawasaki
(Great Book. Guy is one of my favorite authors. CEO of garage.com.)
15. How Good Do We Have To Be? By Harold S. Kushner
16. Making Sense of It All by Thomas V. Morris
17. Money and the Meaning of Life by Jacob Needleman
18. The Paradox of Success by John R. O�Neill
19. The Pleasure Prescription: To Love, to Work, to Play - Life in the Balance by Dr. Paul Pearsall
(Dr. Pearsall is a tremendous speaker. He lives in Hawaii and has a very balanced life.)
20. Clicking: 16 Trends to Future Fit Your Life, Your Work, and Your Business by Faith Popcorn and Lys Marigold
21. The Celestine Prophecy by James Redfield and Carol Andrienne
22. Toward a Meaningful Life: The Wisdom of the Rebbe by Menahem Mendel Schneersohn
23. The Millionaire Next Door by Dr. Thomas Stanley and Dr. William D. Danko
(Good empirical data. Fast Read.)
24. Yoga Philosophy of Patanjali by Swami Hariharananda Aranya
25. Does Death Really Exist? by Swami Muktananda
26. Lectures on Yoga by Swami Rama
27. Living With the Himalayan Masters by Swami Rama
28. Meditation and Its Practice by Swami Rama
29. A Practical Guide to Holistic Health by Swami Rama
30. YOGA AND PSYCHOTHERAPY: The Evolution of Consciousness by Swami Rama
31. SCIENCE OF BREATH by Sri Swami Rama
32. Living With the Himalayan Masters by Swami Rama
33. Providence by Daniel Quinn
34. Prakruti : Your Ayurvedic Constitution by Dr. Robert E. Svoboda
Unorganized, yet Interesting Books
1. How to Read a Book by Mortimer J. Adler and Charles van Doren
2. Organizing Genius: The Secrets of Creative Collaborative by Warren Bennis
3. Use Both Sides of Your Brain by Tony Buzan
(Very Interesting little book)
4. City of Djinns by William Dalrymple
(Awesome book. Great way to get a perspective on Delhi�s present and past.)
5. Great Books by David Denby
6. Nickel and Dimed: On (Not) Getting By in America by Barbara Ehrenreich
7. Surely You’re Joking, Mr. Feynman by Richard P. Feynman
8. Getting It Done: How to Lead When You’re Not in Charge by Roger Fisher and Alan Sharp
9. What Do You Care What Other People Think by Richard P. Feynman
(Richard Feynman�s books are awesome. Very bright physicist. Must-read!)
10. Franklin: The Autobiography by Benjamin Franklin
11. The Lexus and the Olive Tree by Thomas L. Friedman
12. Galileo’s Revenge by Peter Huber
13. The Geodesic Network by Peter Huber
(Peter is a Forbes columnist, a Senior Fellow at the Manhattan Institute and a very very brilliant man. I think he�s a lawyer from The Harvard Law School and an MIT-trained Electrical Engineer. I love to read his column in Forbes. This is a brilliant work written after the break-up of the Bell System via divestiture.)
14. The World’s Greatest Blackjack Book by Lance Humble and Carl Cooper
15. Please Understand Me: Character and Temperament Types by David Keirsey and Marilyn Bates
16. Winning Blackjack for the Serious Player by Edwin Silberstang
17. Models of My Life by Herbert A. Simon
18. Generations by William Strauss and Neil Howe
Audiocassettes1. The Higher Self : The Magic of Inner and Outer Fulfillment by Deepak Chopra, M.D.
2. The Awakened Life by Dr. Wayne Dyer
3. Transformation : The Next Step for the No-Limit Person by Dr. Wayne Dyer