What Book Should You Read?


Books, Reflection

I get asked a lot on what are the best books to read for investing. And like most people, I used to recommend classics like The Intelligent Investor or One Up on Wall Street. This is a no-brainer, right? Why read something else when you can read the best? At hindsight, those were poor advice. […]

June 9, 2019

Books on Moats & Competitive Advantage


Books, Competition, Moat, Strategy

I have always interested to find out what makes a company tick. Why some companies succeed while others fail? What enables a company to grow continuously for decades when others fail to maintain that even for a few years. Is it management? The nature of the industry? The products a company offers? Or is it […]

March 30, 2019

Books for 2019


Books, Decision Making, Expected Value, Luck, Probability

Thinking in Systems Systems are like Russian nesting dolls—a system that has its own subsystems is also part of a larger system which is part of another larger system. As an example, a supply chain consists of many different industries where within each industry, sit hundreds of companies. Each of these companies is further made […]

January 29, 2019

Books for 2017


Books, Psychology, Risk

Whatever you decide to call yourself whether as a trader, speculator, value investor, growth investor, fundamental analyst, technical analyst, a hybrid of both and so on it doesn’t matter. You are a capital allocator. The role of a capital allocator is to allocate capital in the most efficient way that maximizes long-term return. Simple as […]

December 23, 2016