John Wiley & Sons, 2015, [Finance] Grade 4
Financial markets are immensely complex. They are not rocket science, they are much more complex than that since they incorporate feedback loops of people’s ever changing and often irrational emotions. It’s easy to think that to succeed in such an environment the strategy to... Further reading... Link to Amazon...
Harriman House, 2016, [Equity Investing] Grade 4
This is something as unusual as a practical book on behavioral finance. Where the discipline for too long has focused on disproving the so-called Modern Portfolio Theory and listing psychological quirks among investors, Daniel Crosby takes things one well needed step further... Further reading... Link to Amazon...
MIT Press, 2014, [Equity Investing] Grade 4
When someone writes a book on a subject and at the same time runs a company offering a software solution to the issues discussed this generally throws up warning flags. In the case of Managing Equity Portfolios this is unjustified. The author is clearly passionate about solving the... Further reading... Link to Amazon...
The Cunningham Group & Harriman House, 2016, [Equity Investing] Grade 4
If you’ve ever watched Warren Buffett and Charlie Munger answering questions at a Berkshire Hathaway AGM, one thing that is striking is the combination of breadth and depth. That is, the breadth in the number of topics covered and the depth of the insight. The George Washington... Further reading... Link to Amazon...
My Cents Worth Publishing, 2010, [Equity Investing] Grade 4
A few years ago I attended a class at Columbia Business School and seated next to me was this very nice Australian. When I at one point asked about his favorite investment book he pointed to Value.able by Roger Montgomery. Later on when I read the book my expectations were perhaps... Further reading... Link to Amazon...
Grand Central Publishing, 2016, [Surrounding Knowledge] Grade 4
Buying and reading this book is an excessive exercise in confirmation bias on my part. This is very much what I believe and if I would only rate the book with regards to its importance it has five-star qualities. The hypothesis of Carl Newport, an assistant professor in computer science at... Further reading... Link to Amazon...
Columbia University Press, 2015 [Equity Investing] Grade 4
This might very well be the best over-hyped book I have ever read. Already a year before actual publication rumors began to swirl around the book - fully understandable given the intriguing combo of our time’s most mythical investor and a hugely successful writer with an ardent... Further reading... Link to Amazon...
John Wiley & Sons, 2012, [Equity Investing] Grade 3
With this book the author provides the basis of an understanding of how to invest in the finance sector. The author is an analyst at Fisher Investments covering the financial sector and macro strategy and with this book Ken Fisher’s investment firm completed the book series going... Further reading... Link to Amazon...
McGraw-Hill, 2015, [Finance] Grade 4
This is not a text on stock picking strategies as I mistakenly assumed; it’s a book on asset allocation using momentum strategies. Gary Antonacci with a background in as diverse areas as the US Military, Harvard Business School and touring as a comedy magician, is a pioneer in... Further reading... Link to Amazon...
Guardian Books, 2015, [Finance] Grade 4
“How can these people live with themselves?” Joris Luyendijk is a Dutch journalist with a degree in anthropology and with a prior post in the Middle East. Luyendijk, without any prior knowledge, was assigned by the Guardian to try to understand the people that populate the City. After... Further reading... Link to Amazon...
John Wiley & Sons, 2011, [Equity Investing] Grade 3
This is a book with the dual purpose of on the one hand teaching aspiring small-cap portfolio managers how to set up shop and on the other hand giving institutional investors a better feel of what to look for when performing due diligence of small-cap managers. In respect to this aim... Further reading... Link to Amazon...
Columbia Business School Publishing, 2014, [Surrounding Knowledge] Grade 3
What does it take for organizations to create a culture of learning that will make them prosper? The author’s viewpoint is that winning companies are those that outlearn others and that the formula to create a HPLO, a High Performing Learning Organization, equals the right people + ... Further reading... Link to Amazon...
Dog Ear Publishing, 2012, [Surrounding Knowledge] Grade 4
In the public discussion about electrical utilities power generation gets most of the attention and the power grid gets very little – apart from some vague remarks about “smart grids”. This is a shame as the grid is a very complex... Further reading... Link to Amazon...
Princeton University Press, 2015, [Finance] Grade 4
This text is an unusual hybrid of a description of hedge fund investment styles, investor interviews and a finance textbook. The book’s promise is to be a mix of Antti Ilmanen’s Expected Returns (an AQR colleague) and Jack Swager’s “wizard-series”. Efficiently Inefficient doesn’t... Further reading... Link to Amazon...
John Wiley & Sons, 2013, [Business] Grade 4
What It Takes offers a roadmap of how the premiere professional services firms in the World has distanced themselves from their competitors. Charley Ellis is a legend. He is the founder of Greenwich Associates - a strategy consultancy focused on financial clients where he served for... Further reading... Link to Amazon...
Wiley Finance, 2000, [Equity Investing] Grade 4
The starting point for this Jim Ware’s first out of currently three books is the observation that very few portfolio managers continuously manage to beat their benchmarks and that the standard solution to this problem is to do “more of the same”, only with more energy. The... Further reading... Link to Amazon...
SelectBooks, 2013, [Business] Grade 3
Management of professional services firms is clearly very different to that of traditional product manufacturing or services firms – seldom has the metaphor about herding casts been more apt. To cater to the specific nature of these firms David Kuhlman, with 25 years of experience as a... Further reading... Link to Amazon...
Wiley&Sons, 2015 [Equity Investing], Grade 4
Trying to elbow oneself into the latest unicorn-celebration in Silicon Valley is a mean feat. But it pales in comparison to the task at hand for the authors of DYI Financial Advisor – achieving tenure in the Advice For The Individual Investor-section of the bookstore. However, we believe... Further reading... Link to Amazon...
Wiley, 2014, [Business] Grade 4
This is a follow-up to the best selling Business Model Generation from 2010 and the sequel drills deeper into two out of the nine parts that made up the Business Model Canvas previously presented. Value Proposition Design aims to help the reader find a good fit between the value... Further reading... Link to Amazon...
Harvard Business Review Press, 2015, [Business] Grade 4
Fortune magazine are seeking suggestions on books that have changed someone’s mind on an important topic for their December issue. This book is my humble suggestion. Your Strategy Needs a Strategy perhaps hasn’t reversed my view on what corporate strategy is but it... Further reading... Link to Amazon...
