Summer will soon be upon us, which means sunny picnic and beach days as well as rainy days in.
Last year I wrote an article on my favourite investment reads and received a great response and welcome feedback from you all. Here are five other great reads you may enjoy.
David & Goliath: Underdogs, Misfits, and the Art of Battling Giants
by Malcolm Gladwell
I am enjoying most of Malcolm Gladwell’s books as I work my way through his collection. Malcolm writes about how the world doesn’t necessarily work the way we expect it should.
This book is about the advantages of disadvantages — and the disadvantages of seeming advantages. Covering many stories of people who overcame difficult obstacles, Gladwell says: “Giants are not what we think they are. The same qualities that give them strength are often the sources of great weakness.”
The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment
by Guy Spier
Spier’s book is an easy read about his own transformation from an investment banker to a value investor and provides a wonderful insight into his journey.
Charlie Munger: The Complete Investor
by Tren Griffin
As Warren Buffet’s indispensable financial partner, Charlie Munger: The Complete Investor presents the steps of his famous partner’s investing strategy through the lens of his public interviews, speeches and writings.
The Fifth Risk
by Michael Lewis
Having just been released this month, I am excited to read Michael’s latest book which looks at US Governmental Departments and how they are run, through sketches of people and events and the effect Trump is having.
Mastering the Market Cycle: Getting the Odds on Your Side
by Howard Marks
Another brand-new read released this month, Howard Marks’ Mastering the Market Cycle: Getting the Odds on Your Side provides a refreshingly level-headed approach the current market cycle and outlines their nature.
Have you read any of these, or planning to over the next few months? I would love to hear your opinion of them. For a discussion about value investment, please contact me at [email protected].