Tren Griffin
I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.
140+ Book Recommendations by Tren Griffin
Charlie Munger
Tren Griffin
2/ If you want a fully footnoted version of the Charlie Munger quotes, one source is the bibliography in my book. Assembling the original source of each Charlie Munger quote was a shit ton of work that was checked by an editor assigned by the publisher. https://t.co/w2GbCe0DTR
The Complete Short Stories of W. Somerset Maugham (2 Volumes)
W. Somerset Maugham
@buccocapital https://t.co/t0KIAdZDR4
Scale
Geoffrey West
@patrick_oshag Read this: https://t.co/ZsDXF8pZwV Then this: https://t.co/1wpZHT8rHh
Incerto
Nassim Nicholas Taleb
Holiday book gifts? 1. Influence by Robert Cialdini 2. Shoe Dog by Phil Knight 3. The Outsiders by William Thorndike. 4. Competitive Strategy by Michael Porter 5. The Misbehavior of Markets by Benoit Mandelbrot (harder) 6. Incerto by Nassim Taleb https://t.co/2sh5RmbNeb
The Messy Middle
Scott Belsky
@garrytan Scott Belsky's book: https://t.co/TXAsp2jILp
Charlie Munger
Tren Griffin
Charlie Munger: "Do you know what it would cost to replace a railroad today? We are not going to build another transcontinental." https://t.co/w2GbCe0DTR https://t.co/eDs2jhLAAt
The Richest Woman in America
Janet Wallach
@patrick_oshag https://t.co/PVJduMfja1 https://t.co/PVJduMfja1
The Innovative University: Changing the DNA of Higher Education from the Inside Out
Clayton M. Christensen
The Innovative University illustrates how higher education can respond to the forces of disruptive innovation , and offers a nuanced... more @pt @UW As an example, in his book Clayton Christensen explains that college is designed around four years to get a degree because at the time Harvard needed revenue from the extra year. The book has a number of solid prescriptions for lowering costs. https://t.co/dLtBYiFtj1
The Customer-Base Audit
Peter Fader
Peter Fader: "The customer-base audit is unashamedly descriptive. It’s all just there in the data without you having to go out there and work with other vendors or buy a bunch of reports. It’s pure gold." https://t.co/q8vYWLPJ1R
The Global Negotiator
Trenholme J. Griffin
With our book The Global Negotiator we decided to focus on telling personal stories. We aren't celebrities but some stories involve them. Our book is currently being sold in paperback for $78 but you can get a hardback for $$1.95. A free copy is best value.https://t.co/ZstCoqsuZi
Buffett
Roger Lowenstein
Chronicles Warren Buffett's childhood ambitions, Columbia Business School education, investment strategies, early investments, and... more @Holmes1618 @FoolAllTheTime Biography: https://t.co/GOorzcO62e
Influence, New and Expanded
Robert B Cialdini
"In this highly acclaimed New York Times bestseller, Dr. Robert B. Cialdini-the seminal expert in the field of influence and persuasion-... more @LibertyRPF @mattyglesias @CliffordAsness https://t.co/YpesdUxukL
Flywheels
Tom Alberg
Tom Alberg, a venture capitalist who was one of the first investors in Amazon, draws on his experience in Seattle's tech boom to offer a vision... more The birth of a commercial Internet in 1993, coincided with the start of what I call my "miracle year." Tom Alberg was on our board. In his book Tom tells the story of Jeff Bezos convincing him to invest in the Amazon seed round. It is a great story. https://t.co/gJtuaZXXWL
Valley of Genius
Adam Fisher
A candid, colorful, and comprehensive oral history that reveals the secrets of Silicon Valley -- from the origins of Apple and Atari to... more @InnocenceCapit1 @nachkari In the book "Valley of Genius," my friend Mike Slade tells a story about the last meeting between Bill Gates and Steve Jobs in that house. Bill flew down to see Steve when his illness was very advanced.
Charlie Munger
Tren Griffin
Sales of my Charlie Munger book at the annual meeting are outstanding. This year they sold out of my book. My share of profits goes to charities I support. https://t.co/DsWm5Opxks https://t.co/ko0grRoLGF https://t.co/3benDWhVbp
Ah Mo
Arthur Griffin
These never before published native legends from the Pacific Northwest were collected by Judge Arthur Griffin and have been passed down... more @LibertyRPF My children's book is below. These stories were read to me when I was eight years old. And to my father when he was that age. Collected originally by my great grandfather. https://t.co/XvlsNuMlGV
Liftoff
Eric Berger
The dramatic inside story of the first four historic flights that launched SpaceX--and Elon Musk--from a shaky startup into the world's leading... more @amlewis4 @vc Without the Falcon 9, which is dual use, the US would be missing critical capacity and paying vastly more per kilogram. Falcon 9 is launched ~ every four days. SLS has launched never. Not even once.https://t.co/cKfbr9Cusk
Les Schwab Pride in Performance
Les Schwab
@pmarca "If you want to read one book that will demonstrate really shrewd compensation systems in a whole chain of small businesses, read the autobiography of Les Schwab, who has a bunch of tire shops all over the Northwest." Charlie Munger, Berkshire AGM 2004 https://t.co/aiay1TLgfS
How to Prevent the Next Pandemic
Bill Gates
Do autor do best-seller nº 1 do New York Times Como Evitar um Desastre Climático, BILL GATES: A pandemia do COVID-19 não acabou, mas... more This new book just arrived signed by the author. FedEx delivers. The book drops May 3. https://t.co/AjD6xfQDJf https://t.co/KdM0tpp0gZ
Shoe Dog
Phil Knight
In this instant and tenacious New York Times bestseller, Nike founder and board chairman Phil Knight “offers a rare and revealing look at the... more @marketplunger1 Phil Knight https://t.co/DJ9Gh1iMQR
Les Schwab Pride in Performance
Les Schwab
@marketplunger1 Recommend by Buffett and Munger. https://t.co/aiay1TLgfS
The Power Law
Sebastian Mallaby
"A rare and unsettling look inside a subculture of unparalleled influence.” —Jane Mayer "A classic...A book of exceptional reporting,... more 1/ Informing a reader by telling stories is the approach taken in this new book on venture capital. It's is easier to convey an idea like: "Venture capital is not even a home-run business. It's a grand-slam business." Bill Gurley if you tell a story. https://t.co/epZaGkM7VD
Complete Short Stories
W. Somerset Maugham
@fed_speak The Complete Short Stories of W. Somerset Maugham https://t.co/5Lvzo1bPuT
Flywheels
Tom Alberg
Tom Alberg, a venture capitalist who was one of the first investors in Amazon, draws on his experience in Seattle's tech boom to offer a vision... more I like a good story. Here's a good one from Tom Alberg's book Flywheels: https://t.co/aEVBxfxUOT I received one of these "free-for-life" phone numbers. Back in the day, the prestige phone numbers had a lot of zeros in them, most notably ending in 00. https://t.co/l2pVRKBm5o
A Mind at Play
Jimmy Soni
Winner of the Neumann Prize for the History of Mathematics **Named a best book of the year by Bloomberg and Nature** **'Best of... more @paulh4224 https://t.co/SqtTdiVIcK
Competitive Strategy
Michael E. Porter
Now nearing its sixtieth printing in English and translated into nineteen languages, Michael E. Porter's Competitive Strategy... more @vc https://t.co/dzsdYJPjMl
Pioneering Portfolio Management
David F. Swensen
An indispensable roadmap for creating a successful investment program from Yale’s chief investment officer, David F. Swensen. In... more @special_cheeese https://t.co/PvocZtnM1h https://t.co/St4iKcex9e https://t.co/NN4PYOiH0e
Unconventional Success
David F. Swensen
The bestselling author of Pioneering Portfolio Management, the definitive template for institutional fund management, returns... more @special_cheeese https://t.co/PvocZtnM1h https://t.co/St4iKcex9e https://t.co/NN4PYOiH0e
Expectations Investing
Michael Mauboussin
"Expectations investing is a stock-selection process that uses the market's own pricing model, the discounted cash flow model, with an... more My top five new books are: Trillions Expectations Investing Flywheels Wires of War Liftoff You have already read Psychology of Money and are reading Hardcore Software as it unfolds. If not, what the heck are you reading? I would rather re-read classics than a crap new book.
The Wires of War
Jacob Helberg
From the former News Policy lead at Google, an urgent and groundbreaking account of the high-stakes global cyberwar brewing between... more My top five new books are: Trillions Expectations Investing Flywheels Wires of War Liftoff You have already read Psychology of Money and are reading Hardcore Software as it unfolds. If not, what the heck are you reading? I would rather re-read classics than a crap new book.
Success Equations
Dr. Sherrie Campbell
Success Equations: A Path to Living an Emotionally Wealthy Life identifies the behavioral patterns that will lead readers into success in health,... more @scottfawcett My friend @mjmauboussin has written about moneyball in sports. He knows Mark Broadie, who developed Strokes Gained. Michael's book The Success Equation: Untangling Skill and Luck in Business, Sports and Investing reviews strategies needed to distinguish skill from luck. https://t.co/R4nC3cRZcP
The Fractal Geometry of Nature
Benoit B Mandelbrot
Written in a style that is accessible to a wide audience, The Fractal Geometry of Nature inspired popular interest in this emerging field.... more @SahilBloom @gregisenberg I had a conversation with Mandelbrot only once. We talked about Lindy and other topics. Mandelbrot’s applied Lindy to people's work too: "However long a person’s past collected works, it will on the average continue for an equal additional amount." https://t.co/DO7FPvQIKV
A Moveable Feast
Ernest Hemingway
Begun in the autumn of 1957 and published posthumously in 1964, Ernest Hemingway's A Moveable Feast captures what it meant to be young... more @patrick_oshag The Sun Also Rises" is just over 67,000 words. "The Old Man and the Sea" is about 26,500 words. A Moveable Feast is 208 pages. https://t.co/gofPHO7hTe
The Misbehavior of Markets
Benoit Mandelbrot
@Austen https://t.co/TMKu3IDfmm
The Psychology of Money
Morgan Housel
Doing well with money isn’t necessarily about what you know. It’s about how you behave. And behavior is hard to teach, even to really... more 3/ The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness by Morgan Housel Disclosure: If you have not read this book and the two others above in this thread you are a damn fool. https://t.co/vQMRJHCazQ
Trillions
Robin Wigglesworth
From the Financial Times's global finance correspondent, the incredible true story of the iconoclastic geeks who defied conventional wisdom... more 2/ Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever by Robin Wigglesworth. Disclosure: I love people like Robin who tell stories. When I receive a free book to review (even in galley format) I like that.https://t.co/CJlzR4UCRn,
Expectations Investing
Michael Mauboussin
"Expectations investing is a stock-selection process that uses the market's own pricing model, the discounted cash flow model, with an... more 1/ Holiday shopping book tips from Tren. Expectations Investing- Revised Edition Disclosure: Michael Mauboussin is my friend and I would take a bullet for him. https://t.co/MbLhbbGLwA
Flywheels
Tom Alberg
Tom Alberg, a venture capitalist who was one of the first investors in Amazon, draws on his experience in Seattle's tech boom to offer a vision... more 4/ People acting with purpose can create highly beneficial feedback loops despite the difficulty of making forecasts. Most emergent surprises are positive. If feedback is harnessed in the right way, great things can happen. This book has many examples.https://t.co/aEVBxfxUOT
Platform Revolution
Geoffrey G. Parker
A practical guide to the new economy that is transforming the way we live, work, and play.@ABlekh @CeciStalls I help run real platforms at scale. One is a service which has 54 million consumers who pay $10 a month. I am a tech and business person. If a service can't generate network effects, it isn't a platform. The academics agree. Investors ❤️ network effects. https://t.co/QXi44B1mtT
Flywheels
Tom Alberg
1/ The birth of a commercial Internet in 1993,coincided with the start of what I call my "miracle year." In his new book Tom Alberg tells the story of Jeff Bezos convincing him to invest in the Amazon seed round. It's a great story. I was in the building. https://t.co/pC8nLaM495
Trillions
Robin Wigglesworth
From the Financial Times's global finance correspondent, the incredible true story of the iconoclastic geeks who defied conventional wisdom... more 1/ Trillions is a new book by Robin Wigglesworth. The book's core is a lively telling of the creation story of index funds. The author skillfully uses the contributions of colorful individuals to inform the reader about the investing system's origins. https://t.co/tk4rbKtNxN
Muddling Toward Frugality
Warren Johnson
Mr. Johnson’s thesis can be summarized without much difficulty: after generations of extravagant and reckless industrial expansion,... more @mims Muddling Toward Frugality is a book on the topic (1978). It is unlikely to be politically popular or trending on Tik Tok though. https://t.co/mxrxE5SQKu If we made more products in the US, the port and warehouse crisis would be smaller. https://t.co/FEdLEGFH9i
The Wires of War
Jacob Helberg
A new book on cyber warfare drops tomorrow. I read an advance copy and it's worth reading if you're interested in this topic. https://t.co/t9rlxBlNdW
The Wires of War
Jacob Helberg
From the former News Policy lead at Google, an urgent and groundbreaking account of the high-stakes global cyberwar brewing between... more "The Wires of War: Technology and the Global Struggle for Power" https://t.co/ENc4RQgkFZ The book drops in three days. As everyone knows, a16z partners like me received copies earlier than the general public. . https://t.co/hBMO0xWI3n
- A Dozen Lessons for Entrepreneurs shows how the insights of leading venture capitalists can teach readers to create a unique
... more 1/ Running through the data in this well written thread are themes that I wrote about in my 2017 book "A Dozen Lessons for Entrepreneurs" https://t.co/sQuRjtGtJn and numerous posts on my 25iQ blog at https://t.co/tRXO9ehusq https://t.co/0D2MZk0vzI
Les Schwab Pride in Performance
Les Schwab
@SuperMugatu If you want a less well-known book: "If you want to read one book that will demonstrate really shrewd compensation systems in a whole chain of small businesses, read the autobiography of Les Schwab." Charlie Munger, Berkshire AGM 2004 https://t.co/aiay1TLgfS
Steve Jobs
Walter Isaacson
Draws on more than forty interviews with Steve Jobs, as well as interviews with family members, friends, competitors, and colleagues to offer... more @SuperMugatu A business history book or biography is vastly improved when a professional writer is involved. As an example, J. R. Moehringer ghostwrote Phil Knight's memoir Shoe Dog. I would read a Michael Lewis book about almost anything. Walter Isaacson writes well. https://t.co/W7EEReNzbR
Damn Right
Janet Lowe
Praise for Damn Right! From the author of the bestselling WARREN BUFFETT SPEAKS. . . "Charlie Munger, whose reputation is deep and... more @saroff_nyc @BigRiverCapita1 @DarkfireCapital Janet Lowe wrote a biography of Charlie Munger. https://t.co/zPRhl0GyRL Poor Charlie's is a collection of essays: https://t.co/qcwRDmB3am My Munger book is an analysis. I tried to use his approaches as instructional examples. I said up front: this book is not a biography.
Poor Charlie's Almanack
Charles T. Munger
@saroff_nyc @BigRiverCapita1 @DarkfireCapital Janet Lowe wrote a biography of Charlie Munger. https://t.co/zPRhl0GyRL Poor Charlie's is a collection of essays: https://t.co/qcwRDmB3am My Munger book is an analysis. I tried to use his approaches as instructional examples. I said up front: this book is not a biography.
Buffett
Roger Lowenstein
Chronicles Warren Buffett's childhood ambitions, Columbia Business School education, investment strategies, early investments, and... more @saroff_nyc @BigRiverCapita1 @DarkfireCapital The best Buffett biography is by Lowenstein. https://t.co/GOorzcvWO6 Loomis has a book. https://t.co/7jx1IkMqUt The best analysis of Buffett as an investor and Berkshire's operations are Hagstrom's books. https://t.co/ebxBdIjqpb
Tap Dancing to Work
Carol J. Loomis
A retrospective collection of top-selected Fortune articles on Warren Buffett from the past half century places them in context and provides... more @saroff_nyc @BigRiverCapita1 @DarkfireCapital The best Buffett biography is by Lowenstein. https://t.co/GOorzcvWO6 Loomis has a book. https://t.co/7jx1IkMqUt The best analysis of Buffett as an investor and Berkshire's operations are Hagstrom's books. https://t.co/ebxBdIjqpb
The Warren Buffett Way
Robert G. Hagstrom
@saroff_nyc @BigRiverCapita1 @DarkfireCapital The best Buffett biography is by Lowenstein. https://t.co/GOorzcvWO6 Loomis has a book. https://t.co/7jx1IkMqUt The best analysis of Buffett as an investor and Berkshire's operations are Hagstrom's books. https://t.co/ebxBdIjqpb
Expectations Investing
Michael Mauboussin
"Expectations investing is a stock-selection process that uses the market's own pricing model, the discounted cash flow model, with an... more @KJC225 @alphaarchitect https://t.co/KbwcrshBAX
Expectations Investing
Michael Mauboussin
"Expectations investing is a stock-selection process that uses the market's own pricing model, the discounted cash flow model, with an... more @nachkari "We can distill valuation into three prime components: future cash flows, a required rate of return, and a period of excess returns (which we call competitive advantage period, or CAP)." What does reverse DCF imply about market expectations for a stock? https://t.co/KbwcrshBAX
The Second Machine Age
Erik Brynjolfsson
A pair of technology experts describe how humans will have to keep pace with machines in order to become prosperous in the future and identify... more @eclabadie @VaclavSmil @erikbryn Excellent book I should have included.
The Soul of A New Machine
Tracy Kidder
@nachkari 1. Soul of a New Machine 2. Where Wizards Stay Up Late 3. A Mind at Play 4. Books by Walter Isaacson like The Innovators, Jobs, DaVinci, Einstein and Franklin 5. Wright Brothers (McCullough) 6. Fire in the Valley 7. Intel Trinity 8. Edison https://t.co/D4jYgxsyef
Where Wizards Stay Up Late
Katie Hafner
A history of the Internet and the story of the scientists behind its creation describes the 1960s effort funded by the Defense Department... more @nachkari 1. Soul of a New Machine 2. Where Wizards Stay Up Late 3. A Mind at Play 4. Books by Walter Isaacson like The Innovators, Jobs, DaVinci, Einstein and Franklin 5. Wright Brothers (McCullough) 6. Fire in the Valley 7. Intel Trinity 8. Edison https://t.co/D4jYgxsyef
A Mind at Play
Jimmy Soni
Winner of the Neumann Prize for the History of Mathematics **Named a best book of the year by Bloomberg and Nature** **'Best of... more @nachkari 1. Soul of a New Machine 2. Where Wizards Stay Up Late 3. A Mind at Play 4. Books by Walter Isaacson like The Innovators, Jobs, DaVinci, Einstein and Franklin 5. Wright Brothers (McCullough) 6. Fire in the Valley 7. Intel Trinity 8. Edison https://t.co/D4jYgxsyef
The Innovators
Walter Isaacson
"Following his blockbuster biography of Steve Jobs, The Innovators is Walter Isaacson's revealing story of the people who created the... more @nachkari 1. Soul of a New Machine 2. Where Wizards Stay Up Late 3. A Mind at Play 4. Books by Walter Isaacson like The Innovators, Jobs, DaVinci, Einstein and Franklin 5. Wright Brothers (McCullough) 6. Fire in the Valley 7. Intel Trinity 8. Edison https://t.co/D4jYgxsyef
The Wright Brothers
David McCullough
@nachkari 1. Soul of a New Machine 2. Where Wizards Stay Up Late 3. A Mind at Play 4. Books by Walter Isaacson like The Innovators, Jobs, DaVinci, Einstein and Franklin 5. Wright Brothers (McCullough) 6. Fire in the Valley 7. Intel Trinity 8. Edison https://t.co/D4jYgxsyef
The Intel Trinity
Michael S. Malone
The definitive history of the Intel Corporation—the essential company of the digital age—told through the lives of its three preeminent... more @nachkari 1. Soul of a New Machine 2. Where Wizards Stay Up Late 3. A Mind at Play 4. Books by Walter Isaacson like The Innovators, Jobs, DaVinci, Einstein and Franklin 5. Wright Brothers (McCullough) 6. Fire in the Valley 7. Intel Trinity 8. Edison https://t.co/D4jYgxsyef
Expectations Investing
Michael Mauboussin
"Expectations investing is a stock-selection process that uses the market's own pricing model, the discounted cash flow model, with an... more One fantastic thing about one day delivery is you can receive the new Michael Mauboussin book quickly if you act now. If you have heard him speak at places like Capital Camp or have read his essays and other books you know. The book drops tomorrow. https://t.co/fCPVajafQJ
The Diversity Bonus
Scott Page
How businesses and other organizations can improve their performance by tapping the power of differences in how people think What if... more @skupor https://t.co/yA6hTpuObF "Page shows that various types of cognitive diversity―differences in how people perceive, encode, analyze, and organize the same information and experiences―are linked to better outcomes."
COMPLEXITY
M. Mitchell Waldrop
A look at the rebellious thinkers who are challenging old ideas with their insights into the ways countless elements of complex systems interact to... more @MorningBrew Complexity: The Emerging Science at the Edge of Order and Chaos, M. Mitchell Waldrop Also: Models of My Life, Herbert Simon Man's Search for Meaning, Viktor E. Frankl Surely You're Joking, Mr. Feynman! Richard Feynman Influence, Robert Cialdini
Man's Search for Meaning
Viktor Emil Frankl
Viennese psychiatrist tells his grim experiences in a German concentration camp which led him to logotherapy, an existential method of... more @MorningBrew Complexity: The Emerging Science at the Edge of Order and Chaos, M. Mitchell Waldrop Also: Models of My Life, Herbert Simon Man's Search for Meaning, Viktor E. Frankl Surely You're Joking, Mr. Feynman! Richard Feynman Influence, Robert Cialdini
Models of My Life (The MIT Press)
Herbert A. Simon
In this candid and witty autobiography, Nobel laureate Herbert A. Simon looks at his distinguished and varied career, continually... more @MorningBrew Complexity: The Emerging Science at the Edge of Order and Chaos, M. Mitchell Waldrop Also: Models of My Life, Herbert Simon Man's Search for Meaning, Viktor E. Frankl Surely You're Joking, Mr. Feynman! Richard Feynman Influence, Robert Cialdini
Warren Buffett
Robert G. Hagstrom
In Warren Buffett: Inside the Ultimate Money Mind, Hagstrom breaks new ground with a deep analysis of Buffett’s essential... more I also read in galley format: "Warren Buffett: Inside the Ultimate Money Mind" My back book cover blurb: "Robert Hagstrom’s books always enable readers to think about the world in new ways." Tren Griffin, author, Charlie Munger: The Complete Investor https://t.co/jK4zi8RUfB
Expectations Investing
Michael Mauboussin
"Expectations investing is a stock-selection process that uses the market's own pricing model, the discounted cash flow model, with an... more I'm very fortunate to be able to read several books a year early in galley format and this revised edition of Expectations Investing by Michael Mauboussin drops September 8. It is a gem. https://t.co/qggNx1HuQJ https://t.co/hn3W4gyTLe
Expectations Investing
Michael Mauboussin
"Expectations investing is a stock-selection process that uses the market's own pricing model, the discounted cash flow model, with an... more @om @bgurley @howardlindzon @pkedrosky @mjmauboussin I don't think about it any differently, but you often are valuing more based on optionality in private firms. I am lucky to have already read the revised version of the Mauboussin/Rappaport book "Expectations Investing" that will be available September 8. https://t.co/vW6AfgTR0t
More Than You Know
Michael J. Mauboussin
My process was the mistake. Sometimes you have a good outcome with a bad process and sometimes you have a good outcome with a bad process. "The best long-term performers in any probabilistic field -- such as investing... emphasize process over outcome." https://t.co/V5xj8EBrpq https://t.co/jHqkZNs0F6
Liftoff
Eric Berger
The dramatic inside story of the first four historic flights that launched SpaceX--and Elon Musk--from a shaky startup into the world's leading... more @vgr Liftoff https://t.co/cKfbr9kT3K
- A Dozen Lessons for Entrepreneurs shows how the insights of leading venture capitalists can teach readers to create a unique
... more @naresh_sunkara @lpolovets @jposhaughnessy @bznotes @sarah_cone @morganhousel Risk is still the wrong idea in an early stage investing environment. https://t.co/BC21YH8MO3 There are 300 free 25iQ blog posts here: https://t.co/tRXO9ehusq and my book on entrepreneurs and VC which supports a charity called No Kid Hungry. https://t.co/sQuRjtGtJn
The Psychology of Money
Morgan Housel
Doing well with money isn’t necessarily about what you know. It’s about how you behave. And behavior is hard to teach, even to really... more @ajb_powell https://t.co/vQMRJHCazQ
Annals of Gullibility
Stephen Greenspan
Greenspan presents an unprecedented examination of gullibility, how we develop this tendency to be duped, and what we can do to... more Two days after receiving a copy of his book "Annals of Gullibility" a University of Colorado psychiatry professor learned about the Bernard Madoff fraud. One third of his retirement funds were invested with Madoff. https://t.co/lmHLbq8eHN
COMPLEXITY
M. Mitchell Waldrop
A look at the rebellious thinkers who are challenging old ideas with their insights into the ways countless elements of complex systems interact to... more Bill Gurley: "My favorite book of all time is a book called 'Complexity.' It’s an analysis of multi-variable nonlinear systems and how they behave. And that includes things like stock market, weather or pandemics." https://t.co/LpEddeYM9g
Noise
Daniel Kahneman
From the bestselling author of Thinking, Fast and Slow and the co-author of Nudge, a groundbreaking exploration of why most people make... more "Wherever there is judgment, there is noise. Yet, most of the time, individuals and organizations alike are unaware of it. They neglect noise." Robert Cialdini, Annie Duke, Philip Tetlock and Angela Duckworth give glowing back cover blurbs. https://t.co/eKL6l2po5K
Liftoff
Eric Berger
The dramatic inside story of the first four historic flights that launched SpaceX--and Elon Musk--from a shaky startup into the world's leading... more 13/ This in Chapter 1 makes me excited about the rest of the book: "There are basically two approaches to building complex systems like rockets: linear and iterative design." "The mantra with [iterative] is build and test early, find failures and adapt." (Page 24 Liftoff)
Warren Buffett
Robert G. Hagstrom
In Warren Buffett: Inside the Ultimate Money Mind, Hagstrom breaks new ground with a deep analysis of Buffett’s essential... more 7/ One passage that sticks out in Robert Hagstrom's very new book on Warren Buffett ("Inside the Ultimate Money Mind") is set out below in an attachment. I read Robert Hagstrom's new book in galley format and now am reading it again in hard cover. https://t.co/ybAu5CbZCc https://t.co/jYPjTtRQZW
Investing
Robert Hagstrom
In this updated second edition, well-known investment author Hagstrom explores basic and fundamental investing concepts in a range of fields... more @Fritz844 Robert Hagstrom writes about the link between liberal arts/philosophy and investing. https://t.co/f20VCtWG29. https://t.co/NwoMbe9sIp
Charlie Munger
Tren Griffin
This book presents the essential steps of Charlie Munger's investing strategy, condensed from interviews, speeches, writings, and... more @juliagalef Deprival Superreaction Hammer Syndrome Inversion Kantian Fairness Tendency Lollapalooza Tendency Loss Aversion Lake Wobegone Effect (see Overconfidence) Liking/Loving Tendency Reason-Respecting Tendency Reciprocity Social-Proof Tendency Twaddle Tendency https://t.co/bU9NK1S476
Money from Thin Air
O. Casey Corr
A portrait of visionary entrepreneur Craig McCaw discusses his seminal role in the development of the cellular communications... more @trmcdonald @chrisamccoy https://t.co/eltLynCCRy
How Nature Works
Per Bak
Self-organized criticality, the spontaneous development of systems to a critical state, is the first general theory of complex systems with a... more Self organized criticality- The snowmobiler's death marks the latest in a series of deadly avalanches that have killed 29 people across the US this winter. The deadliest avalanche years occurred in 2008 and 2010, when there were 36 avalanche fatalities. https://t.co/VT2Hnc9dFQ
The Misbehavior of Markets
Benoit Mandelbrot
@jaltma The Misbehavior of Markets: A Fractal View of Financial Turbulence, https://t.co/x73pFUqlgf
Cable Cowboy
Mark Robichaux
An inside look at a cable titan and his industry John Malone, hailed as one of the great unsung heroes of our age by some and reviled by... more @zackkanter @kevinakwok Both are important books. The John Malone book could be better since there is not enough material on why and how versus who and when.
Korea in an era of growth
Trenholme J Griffin
@amcafee @benedictevans The rise of software eclipsed hardware and new competing Tigers like Korea copied and improved the Japanese model. I was living in Seoul then and saw it happen. My book about the shift is: https://t.co/pZFBhB1VjN
How Nature Works
Per Bak
Self-organized criticality, the spontaneous development of systems to a critical state, is the first general theory of complex systems with a... more When people ask me for papers and books that have influenced how I think and act I tend to forget the work of Per Bak. That's an error on my part. "How Nature Works: The Science of Self-Organised Criticality." https://t.co/h7WeV5lsdF https://t.co/DwYN8DZkDz
Expectations Investing
Alfred Rappaport
Expectations Investing is well worth picking up. -Financial Executive Expectations Investing offers a fundamentally new... more I use a multiple in evaluating a business exactly never. I do have a tech circle of competence. I watch the cycle and calibrate when doing asset allocation. My cash right now is historically high. My investing approach like Munger's is expected value. https://t.co/TEMDQTaoCo https://t.co/IEKWhgq0Ph
- A Dozen Lessons for Entrepreneurs shows how the insights of leading venture capitalists can teach readers to create a unique
... more @irrvrntVC @brooksmorgan @anothercohen @PitchBook One of my blog posts: https://t.co/waYcBZL0KT Another: https://t.co/t3YTPXoRi8 My book which raises money for charity: https://t.co/sQuRjtGtJn
Influence
Robert B. Cialdini
Dr Robert Cialdini explains the six psychological principles that drive the human impulse to comply to the pressures of others and reveals how... more @jenntejada Best gift a parent can give: https://t.co/YLMVVM81so
Expectations Investing
Alfred Rappaport
Expectations Investing is well worth picking up. -Financial Executive Expectations Investing offers a fundamentally new... more @patrickbrun https://t.co/YwkGRETliB
Business Adventures
John Brooks
Presents twelve stories of success or disasters among prominent companies, including the disastrous Ford Edsel, the rise of Xerox,... more @m2jr You asked for a business book recommendation. What businesses did Drucker, Chandler or Porter actually run? Buffett recommends: Business Adventures, by John Brooks https://t.co/evE1ZBKEOK
Shoe Dog
Phil Knight
In this instant and tenacious New York Times bestseller, Nike founder and board chairman Phil Knight “offers a rare and revealing look at the... more @TSOH_Investing Shoe Dog is a book about important parts of running a real business. It's not an investing or finance book. Phil Knight worked with a ghost writer who told a story. Shoe Dog reminds me of this book about Les Schwab, which Buffett and Munger both recommend:https://t.co/aiay1TLgfS
Les Schwab Pride in Performance
Les Schwab
@m2jr I'll be different and say: "Les Schwab Pride in Performance: Keep It Going" https://t.co/aiay1TLgfS This is a book about running a business rather than an investing or finance book. It is similar to Shoe Dog. Bill Gurley's business book list is solid: https://t.co/Q2KoA0sAhh
Complexity
M. Mitchell Waldrop
@oleary_brandon https://t.co/ZHNUeqohFp
The Misbehavior of Markets
Benoit Mandelbrot
I met Mandelbrot only once at this lecture at before he passed away in 2010. He wrote the book "The Misbehavior of Markets: A Fractal View of Financial Turbulence." I suggest you read this book for yourself (even though it is not an easy book to read). https://t.co/g93VpBUQm0
Influence
Robert B. Cialdini
Dr Robert Cialdini explains the six psychological principles that drive the human impulse to comply to the pressures of others and reveals how... more @choffstein Charlie Munger: "Fairly late in life I stumbled into this book, Influence, by a psychologist named Bob Cialdini. It filled in a lot of holes in my crude system. You will never make a better investment.” https://t.co/q65GBtu5e9
More Than You Know
Michael Mauboussin
Since its first publication, Michael J. Mauboussin's popular guide to wise investing has been translated into eight languages and has... more On Covid, please remember: “A margin of safety is available for absorbing the effect of miscalculations or worse than average luck." “A lesson inherent in any probabilistic exercise: the frequency of correctness doesn't matter; it's magnitude of correctness that matters.” MM https://t.co/rXhwVOnMFy
Eat a Peach
David Chang
"The chef behind Momofuku and star of Netflix's Ugly Delicious gets uncomfortably real in his debut memoir"--6/ David Chang is saying in this interview that the independent restaurant business was struggling before Covid delivered a new gut punch. Chang has a new book out that I will read over the holidays. https://t.co/MVvI8JVahb Shades of Tony Bourdain's Kitchen Confidential.
Shoe Dog
Phil Knight
In this instant and tenacious New York Times bestseller, Nike founder and board chairman Phil Knight “offers a rare and revealing look at the... more @TSOH_Investing Shoe Dog is a great business book and a fun story. The ghost writer was JR Moehringer, an American novelist and journalist. In 2000 he won the Pulitzer Prize for newspaper feature writing. https://t.co/kKC0s2sr2E
Information Rules
Carl Shapiro
As one of the first books to distill the economics of information and networks into practical business strategies, this is a guide to the... more @patrick_oshag Information Rules: A Strategic Guide to the Network Economy by Carl Shapiro and Hal R. Varian https://t.co/t2SuJBDQxl and this paper by Jim Gray on "Distributed Computing Economics" clarified my thinking rather than changing it. https://t.co/PPKyEt8APJ
Geodesic Network
Peter W. Huber
@patrick_oshag Another book that changed my views instead of just clarifying them was "The Geodesic Network: 1987 Report on Competition in the Telephone Industry by Peter Huber – January 1, 1987 https://t.co/5lNZh1G8aA
Increasing Returns and Path Dependence in the Economy (Economics, Cognition, And Society)
W. Brian Arthur
DIVPioneering work on an important new approach to economics. /div@patrick_oshag "Increasing Returns and Path Dependence in the Economy" by Brian Arthur (University of Michigan Press, 1994) https://t.co/QPLQaBXAhJ I may have read his earlier papers before this book. Bill Gurley, Michael Mauboussin and I started talking about increasing returns about then.
Korea in an era of growth
Trenholme J Griffin
@LibertyRPF This book was written by me in 1987 and published by Euromoney in 1988 pre-Internet. The manuscript was created on a Wang word processor by day and an Apple 2 at night (sent to the publisher on floppy disks). Most correspondence with Euromoney was by Telex.https://t.co/pZFBhB1VjN https://t.co/oYP45UHiGO
Expectations Investing
Alfred Rappaport
Expectations Investing is well worth picking up. -Financial Executive Expectations Investing offers a fundamentally new... more If you are an investor and have not read Expectations Investing you only have yourself to blame: https://t.co/YwkGRETliB
Ah Mo
Arthur Griffin
These never before published native legends from the Pacific Northwest were collected by Judge Arthur Griffin and have been passed down... more My Great Grandfather collected stories from Native Americans as part of his work as a lawyer to help them assert their treaty rights. His clients called him "Old Stone Axe." Those stories are collected in two books that I edited: https://t.co/XvlsNuucsN
The Global Negotiator
Jeswald W. Salacuse
In today's global business environment, an executive must have the skills and knowledge to navigate all stages of an... more The stories in The Global Negotiator are almost always about events that happened in my life or my co-author's life. Our book is available free in this digital format: https://t.co/qMeWN739vJ Humans are storytelling creatures - both on the telling and the receiving sides. https://t.co/GqeuKmPA8w
Complexity
M. Mitchell Waldrop
A look at the rebellious thinkers who are challenging old ideas with insights into ways countless elements of complex systems interact to... more @ClarkSquareCap M. Mitchell Waldrop COMPLEXITY: THE EMERGING SCIENCE AT THE EDGE OF ORDER AND CHAOS https://t.co/ba6oL5c7BL
Damn Right
Margaret A. Lowe Janet C. Lowe
@John_Stepek Damn Right. https://t.co/yJ1oSuKvlR https://t.co/PKL8ZcVyKQ.
Charlie Munger
Tren Griffin
This book presents the essential steps of Charlie Munger's investing strategy, condensed from interviews, speeches, writings, and... more @John_Stepek Damn Right. https://t.co/yJ1oSuKvlR https://t.co/PKL8ZcVyKQ.
Cable Cowboy
Mark Robichaux
An inside look at a cable titan and his industry John Malone, hailed as one of the great unsung heroes of our age by some and reviled by... more 20/ "A big operator like TCI could give a new network a big head start, and as valuable as its laid wires were, if the cable industry kept growing, the new networks now launching could be even more valuable." Cable Cowboy https://t.co/0KyE6kA6oN To be continued later today.
The Essential John Nash
John Nash
When people ask me for more theoretical material to read about the nature of the dispute between Wheezy and Birdman, I suggest they read "The Essential John Nash" which digs into Nash equilibrium" and "Nash bargaining." Get yourself a better BATNA baby! https://t.co/twfzaAKpaP
- A Dozen Lessons for Entrepreneurs shows how the insights of leading venture capitalists can teach readers to create a unique
... more @aGabrielJones @auren Started at zero in 1994. Seven years. Raised $1.3 billion. That 1994 was a while ago means bupkis when you are my age. You are mistaken about who pays a salary. Having the right VC is non-trivially important. My book is https://t.co/sQuRjtGtJn
The Road Ahead (Book & CD)
Bill Gates
Discusses the future of information technology and how these new technologies will change the way people work, learn, buy, and... more 1/ "What is the best book about Microsoft as a business?" is a question I get asked a lot. The best account is chapter 3 in "The Road Ahead" written by Bill Gates. Perhaps I am biased because I helped with that book. The unauthorized biographies are incomplete and often fictional https://t.co/ZUhvM47YF7
Common Stocks and Uncommon Profits and Other Writings
Philip A. Fisher
Widely respected and admired, Philip Fisher is among the most influential investors of all time. His investment philosophies, introduced almost forty... more 9/ "The business grapevine is a remarkable thing. An accurate picture of the relative points of strength and weakness can be obtained from a representative cross-section of the opinions of those who in one way or another are concerned with any particular company.” Phil Fisher https://t.co/HvayPJzcxA
The Road Ahead (Book & CD)
Bill Gates
Discusses the future of information technology and how these new technologies will change the way people work, learn, buy, and... more @kylerhasson @yourMTLbroker Bill Gates wrote a few pages in his first book "The Road Ahead" about the business. I helped out with editorial suggestions on that book. The best first party account of what happened at Microsoft in terms of the business is this interview with Bill: https://t.co/HdBnavYUi8
- A Dozen Lessons for Entrepreneurs shows how the insights of leading venture capitalists can teach readers to create a unique
... more 2/ As an example, I wrote 300 blog posts at 25iQ. To raise money for charity, I selected ~ 40 blog posts, removed them from the web and published them in traditional book format. The essays were professionally edited, but ~ the same. What's the difference? https://t.co/sQuRjtGtJn
The Innovative University: Changing the DNA of Higher Education from the Inside Out
Clayton M. Christensen
The Innovative University illustrates how higher education can respond to the forces of disruptive innovation , and offers a nuanced... more In his book "The Innovative University" Clayton Christensen explains that college is designed around four years to get a degree because at the time Harvard needed revenue from the extra year. https://t.co/1ob6nD3UgP
'wichcraft
Tom Colicchio
Shares the secrets behind the 'wichcraft restaurant group's spin on the sandwich, with recipes for all of their most popular offerings and... more @liz99212638 https://t.co/h2r4ShJ4ca https://t.co/T5HjQ18jLa
Cable Cowboy
Mark Robichaux
An inside look at a cable titan and his industry John Malone, hailed as one of the great unsung heroes of our age by some and reviled by... more 7/ One quaity I look for in a book is a real desire of the author to educate readers. I put writers like Michael Mauboussin and Jason Zweig at the top of my list on that dimension. Sometimes a great story makes the book valuable like Shoe Dog, Cable Cowboy or the Les Schwab book https://t.co/4q9idW3jeR
Margin of Safety
Seth A. Klarman
Tells how to avoid investment fads, explains the basic concepts of value-investment philosophy, and offers advice on portfolio management5/ Who said: "A margin of safety is [is intended to] allow for human error, bad luck, or extreme volatility in a complex, unpredictable and rapidly changing world.” Clue: He wrote a book with the title https://t.co/VYDwa1bYve Why is a used copy selling for more than $1,000?
A Dozen Lessons for Entrepreneurs
Tren Griffin
@zck Everyone knows that the only lists worth reading have a dozen lessons. https://t.co/xcJJ3XE9XU
The Warren Buffett Way
Robert G. Hagstrom
I recommend "The Warren Buffett Way" a book by author Robert Hagstrom. The first edition, published in 1994, sold over a million copies and spent 21 weeks on the New York Times Best Seller list. If you know anything about publishing business titles, that's a *lot* of books.
Ah Mo
Arthur Griffin
These never before published native legends from the Pacific Northwest were collected by Judge Arthur Griffin and have been passed down... more @peg9136 The bedtime stories I was told as a child I rewrote in the form of a book entitled "Ah Mo." I rewrote the stories to make them less scary than the originals tho. 100% my book income goes to charity so there is no CAC or LTV! https://t.co/XvlsNuucsN
Shoe Dog
Phil Knight
In this candid and riveting memoir, for the first time ever, Nike founder and CEO Phil Knight shares the inside story of the company’s early... more What are the best books and other resources that might help people manage cash better in their business right now? There must be many people thinking and worried about cash management this weekend. The best *story* about cash management might be Phil Knight's memoir Shoe Dog.
COMPLEXITY
M. Mitchell Waldrop
A look at the rebellious thinkers who are challenging old ideas with their insights into the ways countless elements of complex systems interact to... more Munger has recommended people read a book entitled Deep Simplicity: Bringing Order to Chaos and Complexity by John Gribbon. Bill Gurley recommends this book https://t.co/LpEddeYM9g You might also read https://t.co/ABJCJV8kUV Knowing what you don't or can't know is very valuable. https://t.co/2lcHtd6bTx
Les Schwab Pride in Performance
Les Schwab
"It’s an interesting book, and, you know, selling tires, how do you make any money doing that?" Warren Buffett ~$25 used https://t.co/aiay1TLgfS
Korea in an era of growth
Trenholme J Griffin
@ScarrottKalani @Visage_1 @jmj I have written a book on Korea and Taiwan, but nothing specific yet on Japan. https://t.co/pZFBhB1VjN
Poor Charlie's Almanack
Charles T. Munger
@marty_wash 1. Poor Charlie's is a compilation of writing and speeches in the raw. 2. My book is a complete explanation of Charlie's system 3. Damn Right is a biography Each book is quite different.
Damn Right
Janet Lowe
Praise for Damn Right! From the author of the bestselling WARREN BUFFETT SPEAKS. . . "Charlie Munger, whose reputation is deep and... more @marty_wash 1. Poor Charlie's is a compilation of writing and speeches in the raw. 2. My book is a complete explanation of Charlie's system 3. Damn Right is a biography Each book is quite different.
Money from Thin Air
O. Casey Corr
A portrait of visionary entrepreneur Craig McCaw discusses his seminal role in the development of the cellular communications... more @mgirdley It is not the book I would have written, but it is the only one that is available. T https://t.co/eltLynCCRy
Collected Stories (Everyman's Library)
W. Somerset Maugham
Thirty-one short stories which provide a rich view of Maugham's prolific talent, wide-ranging vision, and engaging style.@RampCapitalLLC W. Somerset Maugham Collected Stories. https://t.co/K3QO2QO2Dx "The adventures of his alter ego Ashenden, a writer who (like Maugham himself) turned secret agent in World War I, as well as in stories set in such locales as South Pacific islands and colonial outposts in SE Asia." https://t.co/8eg2IwR4jA
7 Powers
Hamilton Helmer
7 Powers details a strategy toolset that enables you to build an enduringly valuable company. It was developed by Hamilton Helmer... more 1/ 25iQuiz: Can you name a business which typifies each of the "7 Powers" in the book of the same name? 1. Scale Economies 2. Network Economies 3. Counter-Positioning 4. Switching Costs 5. Branding 6. Cornered Resource 7. Process Power https://t.co/pdwHpWJhcb https://t.co/qxeP8iSG2M
GDP
Diane Coyle
Why did the size of the U.S. economy increase by 3 percent on one day in mid-2013—or Ghana's balloon by 60 percent overnight in 2010? Why... more @KyLaffoon If you have someone use GDP for what it isn't you get things like Lagarde saying low productivity to "be with us for a long time." Monetary economy excluding software, global supply chain isn't the economy https://t.co/fp2b7T77xf https://t.co/ykH78EcgBm https://t.co/egvC1HhFfv
More from Less
Andrew McAfee
From the coauthor of the New York Times bestseller The Second Machine Age, a compelling argument—masterfully researched... more @KyLaffoon If you have someone use GDP for what it isn't you get things like Lagarde saying low productivity to "be with us for a long time." Monetary economy excluding software, global supply chain isn't the economy https://t.co/fp2b7T77xf https://t.co/ykH78EcgBm https://t.co/egvC1HhFfv
Charlie Munger
Tren Griffin
This book presents the essential steps of Charlie Munger's investing strategy, condensed from interviews, speeches, writings, and... more 3/ When I was writing my Charlie Munger book https://t.co/PKL8ZcVyKQ I wanted the book to be funnier to make it easier to read. I asked a few people whether I should include a few jokes and they said "no." I included the jokes anyway. A book is personal. Write what *you* want.
- A Dozen Lessons for Entrepreneurs shows how the insights of leading venture capitalists can teach readers to create a unique
... more @pitdesi @micahjay1 I've written about many investors working at all stages and see themes but also see variations on those themes. I write about 37 venture capital investors in my book https://t.co/sQuRjtGtJn and there are more on https://t.co/9ecXnywrjR. I'm sure your style works for you.
Turtles All the Way Down
John Green
Aza Holmes, a high school student with obsessive-compulsive disorder, becomes focused on searching for a fugitive billionaire.@fxshaw @matvelloso The problem of infinite regress. https://t.co/4BvtZXDWB7
The Man Who Solved the Market
Gregory Zuckerman
Bestselling author and veteran Wall Street Journal reporter Zuckerman answers the question investors have been asking for decades:... more I just finished the new book on Jim Simons (The Man Who Solved the Market). It is quite a good story and well written. If you expect to learn very much new about how the Renaissance system works, you will likely be disappointed. My 25iQ post on that is: https://t.co/sbchvhnR1b
Charlie Munger
Tren Griffin
@asinghtoo https://t.co/HghQCVjDPF
More from Less
Andrew McAfee
From the coauthor of the New York Times bestseller The Second Machine Age, a paradigm-shifting argument “full of fascinating... more @TheStalwart @amcafee"More from Less: The Surprising Story of How We Learned to Prosper Using Fewer Resources―and What Happens Next" https://t.co/7QzubDrn1X