巴菲特& Munger之著作:
1. Buffett Partnership letters
2. Berkshire Hathaway letter to the sharholders
3. Wesco's financial letters to the shareholders
上述三項不用多說，幾乎是價值投資者必讀的著作
4. Berkshire Hathaway annual meetings notes
5. Wesco's annaul meetings notes
6. Other speakings and lectures from Buffett and Munger
儒家非常重要的思想都存在論語當中，而論語本身出自於孔子日常生活所說的話，儒家四書裡面的經典，論語和孟子便是孔子和孟子的徒弟所記錄其所說的話，另兩本則是儒家兩位聖人曾子和子思子所著。所以由此更可知巴菲特和蒙格平常講的話，以及股東大會所說的話之重要性所在了，目前我僅閱讀到2005年的BRK和Wesco之meeting notes(2016/11)，對我啟發非常非常的多。
Buffett recommends: 巴菲特有一年股東大會有人提問請他推薦書籍，他推薦了下列，這些都是他常常在閱讀的讀物
The Wall Street Journal
The New York Times
Fortune
Bussiness articles
annual reports
magazine articles about accounting scandals
其中失敗案例或舞弊探討的書 - 我自行網路搜索到的相關書單
Financial Shenanigan, 葉銀華相關著作，Barbarians at the Gate: The Fall of RJR Nabisco Paperback – December 1, 2009
by Bryan Burrough ，When Genius Failed: The Rise and Fall of Long-Term Capital Management Paperback – October 9, 2001
by Roger Lowenstein (Author)，All the Devils Are Here: The Hidden History of the Financial Crisis Paperback – August 30, 2011
by Bethany McLean (Author), Joe Nocera (Author)，Payback: Conspiracy to Destroy Michael Milken and His Financial Revolution, The Paperback – Bargain Price, October 9, 1996
2008 crisis study 部分來自All the devils are here 之參考書單
by gillian tett
The Partnership by Charles Ellis on Goldman Sachs
The Greatest trade ever by gregory zuckerman on John Paulson
Chain of Blame by Paul Muolo and Mathew Padilla on birth and inner workings of subprime mortgage machine
Dear Mr. Buffett by Janet Tavakoli on CDO and derivatives
The Age of Turbulence by alan greenspan
The Rise and fall of bear stearns by Alan Greenberg
On the Brink By Hank Paulson
Courage to Act by Ben Bernanke
Too big to fail by ARS
by andrew redleaf (放空連動債的trader故事) insight : P261 All the devils are Here
by Daniel Fischel (Author)，Conspiracy of Fools: A True Story Paperback – December 27, 2005
by Kurt Eichenwald (Author)，Power Failure: The Inside Story of the Collapse of Enron Paperback – March 9, 2004
FIASCO the inside story of wall street traders
Good to Great to Gone: The 60 Year Rise and Fall of Circuit City
By Alan L. Wurtzel
The Halo Effect: . . . and the Eight Other Business Delusions That Deceive Managers
By Phil Rosenzweig
公司的品格1/2
BRK reports
recommended from Seeking Wisdom from Darwin to Munger:
Outstanding Investor Digest (www.oid.com)
複習一下，巴菲特最推薦的書籍有四本
一、國富論 Adam Smith
第一本完整探討經濟學原理的書籍，書中許多邏輯思考非常縝密，
為之後多數經濟學大師熊彼得、凱因斯所據以發展新理論的經濟學經典
二、智慧型股票投資人 Benjamin Graham
巴菲特恩師所著的經典之作，開啟價值投資之門
三、證券分析(上)(下) Benjamin Graham
同樣，案例更多，講的更細的價值投資經典
上部講的是債券 下部講的是股票，
兩本都是以撿便宜的觀點探討如何在市場先生發瘋時佔他便宜
四、非常潛力股 Philip Fisher
以另外一種思維，尋找有潛力的成長股
作者曾說過，他最愛的是本益比低 有快速成長潛力的股票
其次是本益比高 有快速成長潛力的股
最後才是本益比低 成長停滯的股票，並且推崇集中投資少數有把握的個股
巴菲特許多跳脫出Graham理論思維的想法多數出自此書，
當然這四本不用多提，相信很多人都知道
所以以下整理我在波克夏年報當中看到巴菲特曾經推薦過的書籍
給喜愛讀書的同學參考
除此之外，網路上google可以找到國外網站整理出的巴菲特和Munger所推薦之書籍，每一本都非常有價值
http://www.businessinsider.com.au/20-books-billionaire-charlie-munger-thinks-you-should-read-2014-6
http://favobooks.com/investors/65-warren-buffett.html
http://www.inc.com/business-insider/18-books-that-influenced-warren-buffet.html
http://buffettsbooks.com/books-by-warren-buffett.html#sthash.eUJDfUBY.dpbs
https://www.amazon.com/gp/richpub/listmania/fullview/3V031K4A437T5
http://futile.free.fr/3.html
http://www.mymentalmodels.info/charlie-munger-reading-list/
http://buffettsbooks.com/books-by-warren-buffett.html
1. Supermoney by Adam Smith
巴菲特還在Buffet Partnership時寫的致合夥人信中曾大力推薦 說這是本好書!
http://www.books.com.tw/exep/prod/booksfile.php?item=F010418982
2.The Theory of Investment value by John Burr Williams
巴菲特在1992年報講到如何評價股票時提及此書，這應該也是折現公式的起頭..
http://www.books.com.tw/exep/prod/booksfile.php?item=F010072725
3.The Farmer from Merna
巴菲特提到GEICO的最大競爭對手State Farms時要大家去看這家公司如何興起的
http://www.amazon.com/The-Farmer-Merna-Biography-Bloomington/dp/0394424425
4.Warren Buffett CEO by Robert P. Miles
巴菲特在2001年提到，若要知道波克夏旗下經理人如何達成如今成就，看看這本書吧!
http://www.books.com.tw/exep/prod/booksfile.php?item=F010208141
5.Jack, Straight from the Gut by Jack Welch
巴菲特提到他判斷旗下保險公司通用再保的經理人時，發現他們符合書上威爾許所提的經理人必備的幾項特質
顯示巴菲特判斷公司經理人的素質時會利用書上提到的想法
http://www.books.com.tw/exep/prod/booksfile.php?item=0010182962
6.John Bogles Common Sense on mutual funds
2002年巴菲特提到自由基金業的內幕時所推薦的書籍
7.Take on the Street
Arthur Levitt
巴菲特在2002年描述當初國會庇護公司可以不必把選擇權列作費用的會計案醜聞時推薦大家看的一本書
書的內容主要在揭露美國證管會的主管和華爾街對抗的種種精采故事。
8. Jim Clayton的自傳
巴菲特在2003年報提到當他讀完Jim Clayton的自傳之後，
便決定要併購其所經營的組合房屋公司
9. Bull! by Maggie Mahar
巴菲特於2003年年報推薦的投資書籍
10.The Smartest Guys in the Room
by Bethany McLean and Peter Elkind
巴菲特於2003年年報推薦的投資書籍
11.In an Uncertain World
by Bob Rubin
巴菲特於2003年年報推薦的投資書籍
12.The General Theory of Employment, Interest, and Money 凱因斯
巴菲特在2010接受CNBC採訪時提到裡面寫到有關交易的內容他非常讚賞
13.Mitek
巴菲特2011年報推薦有關巴菲特子公司歷史的書
14.A Few Lessons for Investors and Managers - By Peter Bevelin
巴菲特2011年報推薦的投資書籍
15.Google總部大揭密：Google如何思考？如何運作？ 如何形塑你我的生活？ 史蒂芬．李維
In the Plex: How Google Thinks, Works, and Shapes Our Lives Levy, Steven
Munger2011年股東會問答提到的書籍
16.Tap Dancing to Work:Warren Buffett on Practically Everything. By Carol Loomis
巴菲特2012年報推薦其波克夏總部員工寫的好書
17.The Outsiders by William Thorndike, Jr.
巴菲特2012年報推薦講CEO如何進行資產配置
18.The Clash of the Cultures by Jack Bogle
巴菲特2012年報推薦的書籍
19.Investing Between the Lines by Laura Rittenhouses
巴菲特2012年報推薦的書籍
蒙格在2000年股東年會提到他喜歡這個傳記作者
21. Only the Paranoid Survive by Andy Grove
巴菲特在2000年股東年會提到當他面試經理人時會問他們事業最大的夢魘是什麼? 而提到這本書裡有個最重要的問題時，如果你想把同業中某個競爭者剔除，會是哪個以及為什麼?
看到1999年年報後我可以明白巴菲特為何稱這個問題是Silver Bullet Question了，因為他當初問了Mrs. B這個問題，所以有後來的Borsheim, RC Wiley, Star and Jordan's的併購案，為波克夏帶來極大的價值。這問題也在Common Stock and Uncommon Profit當中被提到
蒙格在2000年股東年會推薦的書籍
23. Genome by Matt Ridley
Munger 2000年股東會推薦的書籍
24.Models of My Life by Herb Simon
Munger 2000年股東會推薦的書籍
25. The Selfish Gene
Munger 2000年Wesco 股東會推薦之書籍
26. Influence : The Psychology of Persuasion
Munger推薦之書籍
27. The New New Thing, Wall Street On Sale
Munger2000年Wesco股東會提到其看過此書
28. The Gorilla Game
Whitney Tilson所推薦之書，有關科技投資
29. The Money Masters and other books by John Train
Munger提到其是個聰明的作家並書中有些insight
30. Personal History by Katherine Graham
巴菲特2001年股東會推薦的書籍
31. Living within Limits: Ecology, Economics, and Population Taboos
Munger 2001推薦之書
32. http://archive.fortune.com/magazines/fortune/fortune_archive/2001/12/10/314691/index.htm
2001年年報巴菲特enclose之article
33. Ice Age by john and mary gribbin
Munger 2001年Wesco股東會推薦之書籍
34. How the Scots Invented the Modern World : The True Story of How Western Europe's Poorest Nation Creatd Our World and Everything in It by Arthur Herman\
Munger 2001年Wesco股東會推薦之書籍
35. A Matter of Degrees by physicist named Segre
Munger 2002年Wesco股東會推薦之書籍
36.Andrew Carnegie by Joseph Frazier Wall
Munger 2002年Wesco股東會推薦之書籍
37.Johnson biographies : The Path to Power, Means of Ascent and Master of Senate by Robert Caro
Munger 2002年Wesco股東會推薦之書籍
38.John Adams by David McCullough
Munger 2002年Wesco股東會推薦之書籍
39.Benjamin Franklin biographies
Munger 2002年Wesco股東會推薦之書籍
40. Principles of Microeconomics, Principles of Macroeconomics by Greg Mankiw
Munger 2002年BRK股東會提到之書籍說作者介紹Opportunity Cost的內容很好
41. Deep Simplicity by John Gribbon
Munger 2003 Wesco股東會推薦之書籍
42. Seeking Wisdom : From Darwin to Munger
Munger之好朋友 Peter Bevelin所著
43. The Years of Lyndon Johnson Seriees & Master of the Senate : The Years of LBJ by Caro
Munger 2003 Wesco股東會推薦之書籍
44. Benjamin Franklin : An American Life by Isaacson
Munger 2003 Wesco股東會推薦之書籍
45. Les Schwab Pride in Performance : Keep It Going by Les Schwab
Munger 2003 Wesco股東會推薦之書籍 有關一賣輪胎起家並度過困難且小心經營致富的故事
46. A short history of Nearly Everything
巴菲特在2004年波克夏股東會推薦之書籍
47. Nuclear Terrorism : The Ultimate Preventable Catastrophe by Graham Allison
巴菲特2004年股東年報提到之書籍
48. Poor Charlie's Almanack by Peter Kaufman
巴菲特2004年股東年報提到之書籍
49. FIASCO : The Inside Story of a Wall Street Traders, by Frank Partnoy
Munger 2005 Wesco股東會推薦之書籍
50. Conspiracy of Fools about the Enron scandal by Kurt Eichenwald
Munger 2005 Wesco股東會推薦之書籍
51. Travels with Barley : A journey through beer culture in America. By Ken Wells
巴菲特在2005年BRK股東會談論其買入之百威啤酒時提到一本關於啤酒產業的書很棒，但沒講到名字，Whitney Tilson推測是此本書。
52. Fortunes Formula
Munger 2006 wesco meetings推薦之書籍，中文書籍為天才數學家的秘密賭局
53.Jon Alter The Defining Moment: FDR's Hundred Days and the Triumph of Hope
巴菲特在2007年股東大會談到信用緊縮時提到這本書，主要有關Great Depression.
54. The Martians of Science
2007 Wesco股東會蒙格提到是Peter Bevelin推薦Munger看的 一本關於5位匈牙利物理學家的故事，蒙格大推薦
55. Einstein: His Life and Universe
蒙格在2007年Wesco股東會提到，他看過所有愛因斯坦的傳記，他認為這本是至今最好的一本
56. Yes!: 50 Scientifically Proven Ways to Be Persuasive by Cialdini
Munger 在2008年Wesco股東會所推薦，他說這本書很好，雖然沒有到作者前一本Influence那麼優秀。
57. Jamie Dimon's JPM shareholders' letter
巴菲特在2009年波克夏股東會提到這是他看過很棒的致股東信，也難怪Brooklyn Investor如此重視了。
58. The Great Crash by Galbraith
巴菲特在2009年波克夏股東會談到derivative時要大家去買來看的書
59. Outliers by Malcolm Gladwell
蒙格在2009年Wesco meeting所推薦之書籍，他說這本書\的優異點在作者可以舉實例去佐證他的理論。蒙格並說他不太讀教人如何投資的書籍，因為這類書籍就跟肥皂劇差不多，他大概知道情節是甚麼
60. Any book about Great Recession
2010 Wesco股東會Munger提到他推薦去看2008金融海嘯相關的書籍 以及他提到John Paulson的故事很有趣，但他的模仿者之後都很慘，所以我的解讀，去看看John Paulson的故事，相關書籍或搜尋網路文章
61. Story about how GM rise and fall and how railroads rise/fall/rise
Munger在2010 Wesoc股東會提到對於此類故事有很多可學習的地方，我的解讀，去找是否有探討此兩議題的書或文章並去閱讀思考
62. JPM annual letter from Jamie Dimon & M&T Bank annual letter from Bob Wilmers
巴菲特在2011年BRK股東大會再次推薦 JPM letter 以及新推薦 M&T Bank letter 而Munger則重複Bob Wilmers所寫之letter之優秀
63. Rise/Fall of General Motors , Rise/Fall/Rise of American Railroads
Munger在2009年Wesco股東會提到GM和美國鐵路業的興衰中有很多值得學習的
故若延伸去看 我去找了是否有書籍在探討這類故事 如下列:
Once Upon a Car: The Fall and Resurrection of America's Big Three Automakers--GM, Ford, and ChryslerSep 25, 2012
by Bill Vlasic
My Years with General Motors
byAlfred Sloan
https://www.youtube.com/watch?v=xFcpcEv_JC4
The Great Railroad Revolution: The History of Trains in America Paperback – October 8, 2013
by Christian Wolmar (Author)
http://www.fsmm2008.org/business/the-rise-and-fall-and-rise-of-americas-trains/
其他相關資訊亦可以由google去了解閱讀
64.John Paulson's story in 2008 and other books related to great recession
Munger在2009年Wesco meeting提到所有有關2008大蕭條的書都很有趣，
而John Paulson的故事也很有趣，但他的模仿者都會很慘。
我整理了下列一本關於John Paulson故事的書，
看起來其和大賣空的主角在泡沫破裂前在做一樣的事情
The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall
Street and Made Financial History Paperback – December 7, 2010
by Gregory Zuckerman (Author)
Too Big to Fail: The Inside Story of How Wall Street and Washington
Fought to Save the Financial System…Sep 7, 2010
by Andrew Ross Sorkin
After the Music Stopped: The Financial Crisis, the Response,
and the Work Ahead Paperback – December 18, 2013
by Alan S. Blinder (Author)
Stress Test: Reflections on Financial Crises (Random House Large Print) Paperback – May 12, 2014
by Timothy F. Geithner (Author)
其他相關資訊可以藉由google去了解閱讀
65. The Rational Optimist by Matt Ridley
Munger 在2011Wesco股東會提到其重讀了此本書
66. The Economic Consequence of Peace by Keynes
Munger 2011Wesco股東會提到的書
67. Munger在2011年Wesco股東會談到 WSJ 時，他說WSJ很棒，
除了editorial page外，而他更推薦的是 The Economist
68. Biography of a Bank : The Story of Bank of America by Marquis James and Bessie R. James
巴菲特2013年波克夏股東大會提到BoA時說到50年前看過這本書非常棒
69. The Sins of the Father: Joseph P. Kennedy and the Dynasty he Founded By Ronald Kessler
巴菲特2013年股東大會提到的人物傳記
70. Berkshire letters back to 1965 by Max Olson
巴菲特2013年年報推薦的書 裡面的索引很好用
71. Forty Chances by Howard Buffett
巴菲特2013年年報推薦的書
72. Dream big on 3G capital by Christiane Correa
巴菲特2014年股東大會提到此書
73. Barbarians at the Gate: The Fall of RJR Nabisco
巴菲特2014年股東信提到的書籍
74. Limping on Water by Phil Beuth
巴菲特2015年股東信推薦有關Capital Cites的書籍
75. Warren Buffett's Ground Rule by Jeremy Miller
巴菲特2015年股東信推薦的書籍
76. Andy Kilpatrick
巴菲特2015年股東信提到的其最新版1304頁的書
77. Peter Bevelin's new book
巴菲特2015年股東信提到Peter為對BRK很敏銳的觀察者
78. Titan: The Life of John D. Rockefeller, Sr.: Ron Chernow
蒙格2014年DJCO meeting推薦的書籍
79 Shoe Dog by Phil Knight
巴菲特2016年股東信推薦的書籍
80. Investment Classics by Jack Bogle
巴菲特2016年股東信提到的書籍
81. Berkshire Hathaway Inc. Celebrating 50 years of a Profitable Partnership (2nd edition)
巴菲特2016年股東信提到的書籍
82. Bezo's 1997 letter and video from Charlie Rose
https://charlierose.com/videos/29412
巴菲特 2017波克夏股東會推薦的信和Video
83. A Man for All Markets: From Las Vegas to Wall Street, How I Beat the Dealer and the Market
蒙格2017年DJCO meeting推薦的書籍，他並說 Ed Thorp 的書籍很有趣
84. The Checklist Manifesto by Atul Gawande
蒙格2018年DJCO股東會推崇這位作者 而這位作者的書我都有興趣，這本則是比較想看的前面順位
85. Richard Thaler的書
蒙格一樣在2018年DJCO股東會推薦Thaler
窮查理的普通常識內提到之書籍
Samuel Johnson之傳記 p99
Benjamin Disraeli之權宜之計 p99
龐士東 財富方程式 p148
Value Line p162
The Language Instinct Steve Pinker p164
現代達爾文主義之相關著作 如Richard Dawkins之自私的基因 p198
數學原理 Alfred North Whitehead & Bertrand Russel p228
Getting to Yes by Roger Fisher p233
Theodore Munger之佈道演說出版品 p241
The Moral Consequences of Economic Growth by Benjamin M. Friedman p324
沉思錄 by Marcus Aurelius p340
教養的迷思 、沒有兩個人是相同的 茱蒂 哈里斯 p426
帕夫洛夫中後期的研究:
https://ia801609.us.archive.org/11/items/in.ernet.dli.2015.187546/2015.187546.Psychopathology-And-Psychiatry.pdf
Mazlish, Bruce (1995), Fourth Discontinuity: The Co-Evolution of Humans and Machines, Yale University Press, pp. 122–123, ISBN 0-300-06512-4
思考的藝術、行為的藝術:
Hans-Hermann Dubben & Hans-Peter Beck-Bornholdt, 會騙人的數字(Der Hund, der Eier legt)
Druin Burch, Taking the Medicine 別讓藥品害了你
Gilovich, Thomas, Vallone, Robert, Tversky Amos:" The hot hand in basketball: On the misperception of random sequences." Cognitive Psychology 17, 1985:295-314
Chabris, Christopher; Simons, Daniel: The Invinsible Gorilla - and other ways out intuition deceives us, Crown Archetype 2010:172
Mental Models:
on Social Proof(我稱之為偏誤之王)
Cialdini's Persuasion
Gladwell's Tipping Point
Kuran's Private Truths, Public Lies
On Kantian Fairness Tendency
The Contrarian Guide to Leadership by Steven Sample
Prince 小王子
生活的藝術
Black Box Thinking: Why Some People Never Learn from Their Mistakes - But Some Do
About Midamerican's advantage :
http://www.fool.com/boringport/2000/boringport000327.htm
by Whitney Tilson
http://citeseerx.ist.psu.edu/viewdoc/download?doi=10.1.1.202.3312&rep=rep1&type=pdf
Michael Mauboussin's paper, "Get Real: Using Real Options in Security Analysis")
http://jvbruni.com/berkshire.htm
http://astore.amazon.com/thebrooinve-20?_encoding=UTF8&node=6
Brooklyn Investor's recommend's book
http://www.tilsonfunds.com/index.php
Whitney Tilson's blog with great amount of materials for study.
others:
1. Sleeping, Dreaming, and Dying: An Exploration of Consciousness by Dalai Lama
2 University of Berkshire Hathaway by Daniel Pecaut
3 金融投機史：人性的試煉、傻瓜的盛宴、資本主義的嘉年華
Living within limits 相關書單:
Edward R. Tufte, The Visual Display of Quantitative Information 有關圖形化的書籍
Malthus 人口論第一版
John Sparrow, Too much of a good thing
Darrell Huff, How to Lie with Statistics
Northcote Parkinson, Parkinson's Law: And Other Studies in Administration
Sanjai Bakshi interview:
John Galbraith The Great Crash of 1929
The Little Book that Builds Wealth by Pat Dorsey
One small step can change your life: the Kaizen Way
Robert MaurerAccounting for Value by Stephen Penman
生活的藝術 推薦書籍:
Syed, Matthew: Black Box Thinking: The Surprising Truth About Success
Dolan, Paul: Happiness by Design
Peter Bevelin: All I Want to Know Is Where I'm Going to Die so I'll Never Go there
Brockman, John: This Will Make You Smarter
Holiday, Ryan: Ego is the Enemy
Ridley, Matt: The Evolution of Everything
Lowe, Janet: Warren Buffett Speaks: Wit and Wisdom from World's Greatest Investor
Baumeister, Roy: The Cultural Animal
Green, Williams; O'Brian, Michael: The Great Minds of Investing
原則上推薦之書
An Everyone Culture by Kegan
Incognito by David Eagleman
The Spiritual Brain by Andrew Newberg
Beyond Religion by Dalai Lama
A Whole New World by Daniel Pink
https://www.wsj.com/articles/SB124535297048828601 有關左腦與右腦
Supermoney
巴菲特提到凱因斯寫的年報非常棒
https://drive.google.com/file/d/0BxTPR9eP5nWebmpZUzFpZEtVXzQ/view
http://www.austinvaluecapital.com/resources.html
Earnings Per Share and Management Decisions by John Childs
作者提到有關會計舞弊時推薦的一本書
Essays in Biography
https://www.amazon.com/Essays-Biography-John-Maynard-Keynes/dp/161427326X
Essays in Persuasion
https://www.amazon.com/Essays-Persuasion-John-Maynard-Keynes/dp/1441492267/ref=sr_1_1?s=books&ie=UTF8&qid=1544873401&sr=1-1&keywords=essays+in+persuasion
投資前最重要的事:
David Swensen Pioneering Portfolio Management:An Unconventional Approach To Institutional Investment
Richard Peterson, Inside Investor's Brain: The Power of Mind Over Money
Irvine Janis and Leon Man, Decision Making: A Psychological Analysis of Conflict, Choice and Commitment
Brad Barber and Terrance Odean, The Behavior of Individual Investors
Dan Gardner, The Science of Fear:How the Culture of Fear Manipulates Your Brain
James Montier, The Little Book of Behavioral Investing: How Not to Be Your Own Worst Enemy
Gary Klein, Sources of Power: How People Make Decisions
Daniel Greenwald, Martin Lettau, and Sydney Ludvigson, "The Origins of Stock Market Fluctuations" NBER Working Paper No. 19818
Robert Shiller, Irrational Exuberance
Mier Statman, What Investors Really Want: Know What Drives Investor Behavior and Make Smarter Financial Decisions.
Brian Wassink, Mindless Eating: Why We Eat More Than We Think
Simple Wealth, Inevitable Wealth, Nick 莫瑞
The Four Pillars of Investing by William Bernstein
散戶投資正典 傑瑞米 席爾格
The Warren Buffett Portfolio by Robert Hagstrom
Damn Right
Investing: The Last Liberal Art by Robert Hagstrom
Success Equation: Untangling Skill and Luck in Business, Sports, and Investing By Michael Mauboussin
Devil Take the Hindmost by Edward Chancellor
The Most Important Thing
All About Asset Allocation by Rick Ferri
Winning the Loser's Game by Charles Ellis
Elizabeth Dunn and Michael Norton, Happy Money: The Science of Smarter Spending
善用悲觀的力量:
Seneca: Dialogues and Essays
Loeb Classical Library Moral Essays by Seneca
Seneca寫給魯基里烏斯的信
Cora Lutz, Mussonius Rufus: The Roman Socrates
williambirvine.com - Cynthia King翻譯 Mussonius之著作
Epictetus, Discources
Marcus Aurelius, Meditation
Diogenes Laertius 有關古希臘之哲學史
叔本華, 人生與智慧
叔本華, 雋語與箴言
Courage under Fire: Testing Epictetus's Doctrines in a Laboratory of Human Behavior
湯姆 沃爾夫 完整的人
別因渴望你沒有的，糟蹋了你已經擁有的:
Robert Epstein, "The Prince of Reason," Psychology today
活出意義來 Men's Search for Meaning
James Stockdale, In Love and War
Aaron T. Beck, Cognitive Therapy of Depression
Cynthia Kingm, Musonius Rufus: Lectures and Sayings,
Stephen Pinker, The Moral Instinct
howtobeastoic.org
platofootnote.org
Lawrence Becker, A New Stoicism
富蘭克林自傳:
Plutarch 英雄傳(Lives)
De Foe, Essay on Projects
Dr. Mather, Essays to do Good
Poor Richard's Almanac
Sanjay Bakshi Way:
John Galbraith, The Great Crash 1929
John Galbraith, A Short History of Financial Euphoria
Pat Dorsey, The Little Book That Builds Wealth
Ten Rules for Being Human by Cherie Carter
One Small Step Can Change Your Life : The Kaizen Way
Accounting for Value by Stephen Penman
Sanjay Bakshi Way 2.0:
Here are a few books Prof. Bakshi has mentioned in this interview: 1. Moats & Competitive Advantages • The Little Book That Builds Wealth ~ Pat Dorsey • Understanding Michael Porter: The Essential Guide to Competition and Strategy ~ Joan Magretta 2. Accounting and Valuation • Accounting for Value ~ Stephen Penman • It’s Earnings That Count ~ Hewitt Heiserman 3. Mental Models – Thinking • A Few Lessons from Sherlock Holmes ~ Peter Bevelin • Different: Escaping the Competitive Herd ~ Yongme Moon • The Tipping Point ~ Malcolm Gladwell • Abundance: The Future is Better Than You Think ~ Peter Diamandis • The Brain That Changes Itself ~ Norman Diodge • One Small Step Can Change Your Life: The Kaizen Way ~ Robert Maurer • Thinking Fast and Slow ~ Daniel Kahneman 4. Mental Models – Evolutionary Biology • The Selfish Gene ~ Richard Dawkins • The Blind Watchmaker ~ Richard Dawkins
5. Mental Models – Quantum Physics • Taking the Quantum Leap ~ Fred Wolf 6. Others • Hooked: How to Build Habit-Forming Products ~ Nir Eyal • Business Model Generation: A Handbook for Visionaries, Game Changers, and Challengers ~ Alexander Osterwalder • The Investment Checklist ~ Michael Shearn • Berkshire Hathaway Letters to Shareholders
James Stockdale:
In Love and War by Stockdale
A vietnam Experience: Ten Years of Reflection by Stockdale
Thoughts of a Philosophical Fighter Pilot by Stockdale
時間的玫瑰:
但斌投資過or提到之優秀企業: 華僑城、寧波銀行、張裕、煙台萬華、招商銀行、貴州茅台、格力電器、中國平安:馬明哲、平安保險、萬科、華為、中集、騰訊、赤灣港、招商地產、招商證券、長江電力、深赤灣、鹽田港、同仁堂、雲南白藥、中石油、中海油、中國人壽、港交所、招商局國際、身南電、蘇寧電器、和記黃埔。
馬蔚華，以國際智慧抒寫中國精彩
銀行業的未來 The Future of Banking by Henry Engler and James Essinger
許小年經濟學課程 宏觀經濟學與政策分析 相關出書: 自由與市場經濟、從來就沒有救世主
Daniel J Boorstin
- 美國人：殖民的歷程（The Americans: The Colonial Experience）（1958）
- 美國人：建國的歷程（The Americans: The National Experience）（1965）
- 美國人：民主的歷程（The Americans: The Democratic Experience)（1973）
《华人杰出投资者》作者张志雄。聖經、 人類的由來及性選擇 達爾文、論人類不平等的起源與基礎 盧梭、法的精神 孟德斯鳩、戰爭與和平 托爾斯泰、 齊瓦哥醫生 Doctor Zhivago 鮑里斯·列昂尼多維奇·巴斯特納克 、不戰而勝、股市真規則、 The Davis Dynasty: 50 Years of Successful Investing on Wall Street 、 The Great Game by John Steele Gordon 、wall street on sale by timothy vick
趙丹陽、李馳、韓濤 深入研究其過去track record & 相關文獻和發表
The Adventure of Walter Mitty by James Thurber
Charles Ellis, Winning the loser's game
Lorimer Davidson on GEICO
The Government Employees Insurance Company, 1936-1966: A Bried History
https://www.amazon.com/Government-Employees-Insurance-Company-1936-1966/dp/B000K5SR0K/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr=
不合理的快樂，存在的喜悅
Molecules of Emotions (走出宮殿的女科學家) by Candace Pert
為什麼斑馬不會得胃潰瘍(Why zebras don't get Ulcers?) by Robert Sapolsky
人體的未來(The Future of the Body) by Michael Murphy
信念的力量 The Biology of Belief by Bruce Lipton
Frames of Mind:
分散式認知 Distributed Cognition by salomon
社會性共同認知觀點 Perspectives on Socially Shared Cognition by Lauren Resnick
人類潛能 Of Human Potential by Israel Scheffler
人類的錯誤評估 The Mismeasure of Man by Stephen Jay Gould
發現時代:
Niall Ferguson, Civilization : The West and the rest 文明:決定人類走向的六大殺手級Apps
全部的你
奇蹟 My Stroke of Insight - A brain Scientist's Personal Journey by Jill Bolte Taylor
Play: How it shapes the brain, opens the imagination and invigorates the soul by Stuart Brown
Good Blog :
Sanjai Bakshi
https://fundooprofessor.wordpress.com/
safal niveshak
www.safalniveshak.com
gannon on investing
http://www.gannononinvesting.com/
brooklyn investor
http://brooklyninvestor.blogspot.com/
alpha vulture 由此往可以連結更多相關的blog
http://alphavulture.com/
wertart capital
http://wertartcapital.com/
valueinvestingblog
https://www.valueinvestingblog.net/
TES deep value
https://tesoptimalvalueinvesting.wordpress.com/
https://tesoptimalvalueinvesting.wordpress.com/sites-for-value-investing/
https://valueandopportunity.com/
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