Investing

Hot Commodities | Jim Rogers

Published in: 2004 Amazon | Goodreads The book was published in 2004 by financier and world tourist Jim Rogers, who co-founded the Quantum Fund with George Soros. Between 1970 and 1980, the fund had a CAGR of 46% versus S&P 500’s 4%. The fund years resulted in that Rogers could call himself financially independent by

Am I Being Too Subtle? | Sam Zell

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Published in: 2017 Amazon | Goodreads Sam Zell is the founder, owner, and chairman of Equity International, an investment company that focuses on real estate, primarily in emerging markets. Zell’s story starts in Poland just before WWII broke out, when his parents fled the country for the United States. Zell was born in 1941 and

Reminiscences of a Stock Operator | Edwin Lefevre

Published in: 1923 Amazon | Goodreads Reminiscences of a stock operator was first published in 1923 and is seen as a classic in investor circles. The book is based on the life of investor and trader Jesse Livermore but built around the fictional speculator Lawrence Livingston. Many concrete tips for stock trading are interspersed with

A Man For All Markets | Edward Thorp

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Published in: 2017 Amazon | Goodreads Edward Thorp is the MIT professor who solved blackjack, roulette and baccarat and won over Las Vegas. At the age of 32, he went on to Wall Street to outperform the stock market for the next 30 years. Through his company Princeton Newport Partners, Thorp did arbitrage with shares,

Risk | Jacob Bursell

Published in: 2016 Bokus | Goodreads Pan Capital, with its thirty employees, could do up to half a million transactions a day. By the spring of 2000, the Swedish trading firm had been trading profitably for 90 consecutive months. Since the first day in the spring of 1998, they had turned Erik Penser’s loan of

M&A Titans | Brett Cole

Published in: 2008 Goodreads | Amazon M&A Titans is about the lawyers and investment bankers who created Wall Street’s M&A industry in the 1970s and 1980s. It was during this era that men like Michael Milken, T. Boone Pickens, Carl Icahn, Joe Flom and Marty Lipton would rise to the top. The book provides insight

The Zulu Principle | Jim Slater

Published in: 2008 Amazon | Goodreads Jim Slater was the former auditor and controller who in the 1960s introduced “asset stripping” and “takeover battles” to the London Stock Exchange. During the happy 1960’s and until the stock market crash in 1973, the stock market value of his acquisition platform Slater Walker increased 100-fold. In the

Return to Go | Jim Slater

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Published in: 1977 Amazon | Goodreads Jim Slater was the British financier who in the 1960s introduced hostile takeovers in London, two decades before Icahn and Pickens were to ravage Wall Street. Through hundreds of acquisitions between 1964 and 1973, his platform Slater Walker (SW) grew from a market capitalization of £1.5m to over £225m.

Warren Buffett’s Ground Rules | Jeremy Miller

Published in 2016 Goodreads | Amazon In this book, financial analyst Jeremy Miller summarizes Warren Buffett’s letters to his partners in Buffett Partnership Ltd. (BPL). The letters were written during the 1950s and 1960s and were before the Berkshire Hathaway era. It was the time in Buffett’s career when he managed the least amount of

The Acquirer’s Multiple | Tobias Carlisle

Published: 2017 Goodreads | Amazon The book is about how investors like Warren Buffett and Carl Icahn have successfully used the phenomenon of “mean reversion” and how an investor with a deep value strategy can systematically use it. “The Acquirers Multiple” (AM) is the EV/EBIT multiple. Carlisle got the idea for AM when he backtested