The starting point of all value based investors and Buffett’s favourite book. Despite being first published in 1949, Chapters 8 and 20 still remain seminal. They explain the concept of ‘Mr Market’ and the need to invest with a ‘Margin of Safety’.
Buffett’s second favourite book! Outlines many of the traits investors should seek in high quality companies. First published in 1953, a timeless classic.
John Templeton investing approach was more global than Fisher or Buffett, but equally successful. The book covers a wealth of subjects from the man who famously told us to “buy when there is blood in the streets”.
A short article written by Buffett in 1984. It shows the impressive returns made by managers who followed a ’Value’ approach, thus dismissing the notion of an efficient market.
Out of print (but sometimes available in PDF’s online). A must read, if you can get it, from one of the great contemporary investors.
Greenblatt generated 40% annualised returns over 20 years. Do you need another reason to read the book?
We are huge fans of Mohnish Pabrai, the former engineer who cloned Buffett’s investing techniques fifteen years ago to huge success (compounding 37% per annum before fees 1999-2007!). This clever five-minute presentation outlines Mohnish’s inspriational story and the power of compounding.
Legendary investor Seth Klarman gets two mentions in this section. This is Klarman’s FT op-ed on what he has learned from Warren Buffett. As Klarman starts-out, “today, we are all students of Warren Buffett”.
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