Resources

This page is where I collect useful resources such as websites, books, and timeless videos. It will be continuously updated with more and more stuff.

Favourite Books

• The Most Important Thing
• Fooled by Randomness
• 100-Baggers
• The Dhandho Investor
• One Up on Wall Street
• Common Stocks and Uncommon Profits
• There’s Always Something to Do
• The Snowball
• Tap Dancing to Work
• The Tao of Charlie Munger

Other Reading

• Berkshire letters to shareholder
• Howard Marks memos
• Nick Sleep’s Letters to Nomad Partnership investors

Videos

Aswath Damodaran

• Aswath Damodarans Channel (Damodarans blog)
• Damodaran – Accounting 101 (this has all accounting you need for investing)
• Valuation: Four Lessons to Take Away
• The Value of Stories in Business
• From story to a number – Live Lecture in Prague
• Numbers and Narratives – speech at CFA Switzerland 2018
• The Value of a User (L2 Digital Leadership Academy)

Warren Buffett

• All Berkshire Hathaway Annual Meeting Timesaver Editions 1994 – 2021
• CNBC’s Becky Quick interviews Warren Buffett (2/25/19)
• Yahoo Finance Interview With Warren Buffett

Charlie Munger

• Charlie Munger on the Art of Successful Investment – Building Wealth
• CNBC’s Becky Quick interviews Charlie Munger (2/15/19)
• Charlie Munger’s advice on investing and life choices that make a person wealthy – Yahoo Finance
• A Conversation with Charlie Munger – The Ross School of Business – University of Michigan
• Charlie Munger – Caltech 2008 DuBridge Distinguished Lecture in Beckman Auditorium
• The Psychology of Human Misjudgement
• Charlie Munger on BBC

Focused Compounding

• Focused Compounding YouTube Channel
• How the Hell Do You Read a Stock’s 10k?

Mohnish Pabrai

• Mohnish Pabrai’s YouTube Channel
• The 10 Commandments of Investment Management

Other

• How The Economic Machine Works by Ray Dalio
• Stock Market Books, Top 5 Takeaways – The Swedish Investor (Playlist)
• A Conversation with Howard Marks: Mastering the Market Cycle
• Howard Marks: “The Most Important Thing – Origins and Inspirations”
• Joel Greenblatt & Howard Marks Discuss Value Investing
• Peter Lynch 1994 Lecture
• Tobias Carlisle: “Deep Value Investing”
• Terry Smith – Fundsmith YouTube Channel
• Terry Smith – Fundsmith LLP
• Guy Spier: “The Education of a Value Investor” 
• Li Lu of Himalaya Capital, Fireside Chat
• Principles For Success by Ray Dalio

Podcasts

List of podcasts I listen to or have listened to in the past