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Recommended Readings

Selected works that are central to our investing approach.


The Psychology of Human Misjudgment — Charles T. Munger (1995)

The General Theory of Portfolio Construction — Charles Gave (2024)

The Black Swan: Second Edition — Nassim Nicholas Taleb (2010)

Manias, Panics, and Crashes: A History of Financial Crises (Eighth Edition) — Robert Z. Aliber, Charles P. Kindleberger, and Robert N. McCauley (2023)

Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor — Seth A. Klarman (1991)

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