Investing Research Materials

Investing insights for curious minds. Selection of books, articles, and podcasts on markets, companies, and the art of capital allocation into actionable knowledge.

Podcasts

• Founders #363 Li Lu and Charlie Munger and Warren Buffett

• Founders #364 Nick & Zak's Excellent Adventure: How Nick Sleep and Qais Zaharia Built Their Investment Partnership

• We Study Billionaires | RWH003: How To Win The Investing Game w/ Joel Greenblatt

• We Study Billionaires | TIP465: Value Investing in the Digital Age w/ Adam Seessel

• We Study Billionaires | Classic 02: Tony Robbins’ Book – Money, Master the Game

• We Study Billionaires | TIP410: The Changing World Order W/ Ray Dalio

• We Study Billionaires | TIP398: Wisdom from the Greatest Investors w/ William Green

• We Study Billionaires | TIP378: Move Forward with Caution w/ Howard Marks

• We Study Billionaires | RWH023: Defensive Investing In Dangerous Times W/ Guy Spier

• The Tim Ferriss Show | #596: Edward O. Thorp, A Man For All Markets — Beating Blackjack and Roulette, Beating the Stock Market, Spotting Bernie Madoff Early, and Knowing When Enough is Enough

• The Tim Ferriss Show | #651: Legendary Investor Bill Gurley on Investing Rules, Finding Outliers, Insights from Jeff Bezos and Howard Marks, Must-Read Books, Creating True Competitive Advantages, Open-Source Strategies, Adapting Mental Models to New Realities, and More

• The Tim Ferriss Show | #264: Ray Dalio, The Steve Jobs of Investing

• The Pomp Podcast | #1198: Anthony Pompliano Reveals His Investing Secrets

• View From The Top | S8E7: Ken Griffin Still Checks His P&L

Books

• Nomad Partnership Letters by Nick Sleep and Qais Zakaria

• Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets by Nassim Taleb

• Antifragile: Things that Gain from Disorder by Nassim Taleb

• The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor by Howard Marks

• Think And Grow Rich by Napoleon Hill

• The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution by Gregory Zuckerman

• The Rebel Allocator by Jacob Taylor

• MONEY Master the Game: 7 Simple Steps to Financial Freedom by Tony Robbins

• Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green

• Berkshire Hathaway Letters to Shareholders by Warren Buffet

• Principles: Life and Work by Ray Dalio

• The Dhandho Investor: The Low-Risk Value Method to High Returns by Mohnish Pabrai

• The Little Book That Beats the Market by Joel Greenblatt

• A Man for All Markets: From Las Vegas to Wall Street, How I Beat the Dealer and the Market by Edward O. Thorp

• Market Wizards: Interviews with Top Traders by Jack D. Schwager

Twitter Account List

• Investing (X account list)

Articles

• Know Your Edge As A VC, The Complete Series by Cambrial Capital

• Key Economic Indicators Every Investor Should Know by FINRA.org

• The Melt-Up Before the Collapse: Building a Testable Thesis in Real Time Across Equities and Bitcoin by Capital Flows

• The jackpot age by Scimitar Capital

Tools

• TradingView charting platform and social network for traders and investors.

Do your own research. No investment/tax/legal advice. Disclaimer here.