Reading & Listening

Investing & Capital Allocation

• Munger
  Poor Charlie's Almanack Charles T. Munger · 2005
• Fisher
  Common Stocks and Uncommon Profits Philip A. Fisher · 1958
• Marks
  The Most Important Thing Illuminated Howard Marks · 2011
• Marks
  Mastering the Market Cycle Howard Marks · 2018
• Green
  Richer, Wiser, Happier William Green · 2021
• Sleep
  Nomad Investment Partnership Letters Nick Sleep & Qais Zakaria · 2001–2014
• Pabrai
  The Dhandho Investor Mohnish Pabrai · 2007
• Li Lu
  Speeches & Letters Li Lu · Himalaya Capital · On civilisation, compounding, and the circle of competence
• Anderson
  Graham or Growth? Seeking the Next Amazon James Anderson · Baillie Gifford · 2021
• Helmer
  7 Powers: The Foundations of Business Strategy Hamilton Helmer · 2016
• Cunningham
  Quality Investing Lawrence Cunningham, Torkell Eide & Patrick Hargreaves · 2016
• Mauboussin
  Measuring the Moat Michael Mauboussin · Morgan Stanley Investment Management
• Duke
  Thinking in Bets Annie Duke · 2018
• Thorndike
  The Outsiders William N. Thorndike · 2012

Complexity, Systems & Technology

• Perez
  Technological Revolutions and Financial Capital Carlota Perez · 2002
• Arthur
  Increasing Returns and the New World of Business W. Brian Arthur · Harvard Business Review · July 1996
• Arthur
  The Nature of Technology W. Brian Arthur · 2009
• Waldrop
  Complexity: The Emerging Science at the Edge of Order and Chaos M. Mitchell Waldrop · 1992
• Taleb
  Antifragile: Things That Gain from Disorder Nassim Nicholas Taleb · 2012
• West
  Scale: The Universal Laws of Life, Death and Growth Geoffrey West · 2017
• Christensen
  The Innovator's Dilemma Clayton Christensen · 1997
• NZS Capital
  Complexity Investing Brad Slingerlend & Brinton Johns · NZS Capital · 2019
• Meadows
  Thinking in Systems: A Primer Donella Meadows · 2008

Science & the Physical World

• Feynman
  Six Easy Pieces Richard P. Feynman · 1994
• Feynman
  Six Not-So-Easy Pieces Richard P. Feynman · 1997
• Smil
  How the World Really Works Vaclav Smil · 2022
• Smil
  Energy: A Beginner's Guide Vaclav Smil · 2006
• Smil
  Numbers Don't Lie Vaclav Smil · 2020
• Bryson
  A Short History of Nearly Everything Bill Bryson · 2003
• Brand
  Maintenance: Of Everything, Part One Stewart Brand · Stripe Press · 2025

Strategy

• Musashi
  The Book of Five Rings Miyamoto Musashi · c. 1645
• Sun Tzu
  The Art of War Sun Tzu · c. 500 BC
• Freedman
  Strategy: A History Lawrence Freedman · 2013
• Rumelt
  Good Strategy / Bad Strategy Richard Rumelt · 2011
• Porter · HBR
  How Competitive Forces Shape Strategy Michael Porter · Harvard Business Review · 1979
• Christensen · HBR
  Disruptive Technologies: Catching the Wave Bower & Christensen · Harvard Business Review · 1995
• Thiel
  Zero to One Peter Thiel with Blake Masters · 2014

Business Building

• Morgan
  The Pirate Inside Adam Morgan · 2004
• Collins
  Good to Great Jim Collins · 2001
• Chouinard
  Let My People Go Surfing Yvon Chouinard · 2005
• McCormick
  Not Boring Packy McCormick · Substack · 2020–present
• NFX
  The Network Effects Bible NFX · 2018
• Walsh
  The Score Takes Care of Itself Bill Walsh · 2009
• Kerr
  Legacy James Kerr · 2013

Psychology & Human Behaviour

• Cialdini
  Influence: The Psychology of Persuasion Robert Cialdini · 1984
• Cialdini
  Pre-Suasion Robert Cialdini · 2016
• Carnegie
  How to Win Friends and Influence People Dale Carnegie · 1936
• Farnam St
  The Great Mental Models (Volumes 1–4) Shane Parrish · Farnam Street · 2019–2023
• Munger
  The Psychology of Human Misjudgement Charlie Munger · Harvard Law School · 1995

Philosophy & Wisdom

• Aurelius
  Meditations Marcus Aurelius · c. 170–180 AD
• Kishimi
  The Courage to Be Disliked Ichiro Kishimi & Fumitake Koga · 2013
• Laozi
  Tao Te Ching Laozi · tr. Stephen Mitchell · c. 400 BC
• Hesse
  Siddhartha Hermann Hesse · 1922
• Frankl
  Man's Search for Meaning Viktor E. Frankl · 1946
• Durant
  The Lessons of History Will & Ariel Durant · 1968

Podcasts

• Colossus
  Invest Like the Best Patrick O'Shaughnessy
• Acquired
  Acquired Ben Gilbert & David Rosenthal
• Founders
  Founders David Senra
• In Our Time
  In Our Time Melvyn Bragg · BBC Radio 4 · History of ideas
• Huberman
  Huberman Lab Andrew Huberman

Essays & Newsletters

• Farnam St
  Farnam Street (Brain Food) Shane Parrish
• Skift
  Skift Travel industry intelligence · Rafat Ali
• Asian Cent.
  Asian Century Stocks Emerging markets & Asian compounders · Weekly
• Munger
  Elementary, Worldly Wisdom Charlie Munger · USC Business School · 1994
• Newsletter
  Travel Tech Essentialist Mauricio Prieto
• Substack
  Tech Buzz China Rui Ma & Ying Lu
• Substack
  SITALWeek Brad Slingerlend
• Substack
  Not Boring Packy McCormick
• Substack
  Interconnected Kevin Xu · Bilingual analysis of US–China technology, policy, and geopolitics
• Newsletter
  Stratechery Ben Thompson

Company Research

• Stone
  The Everything Store Brad Stone · 2013
• Bezos
  Invent and Wander Jeff Bezos · ed. Walter Isaacson · 2021
• Bryar & Carr
  Working Backwards Colin Bryar & Bill Carr · 2021

• Buffett
  Berkshire Hathaway Letters to Shareholders Warren Buffett · 1965–present
• Buffett
  The Essays of Warren Buffett ed. Lawrence Cunningham · 1997
• Schroeder
  The Snowball Alice Schroeder · 2008

• Flatt · BAM
  Brookfield Asset Management Annual Reports Bruce Flatt · 2010–present
• Flatt · BIP
  Brookfield Infrastructure Partners Annual Reports Brookfield · 2009–present

• Leonard
  Shareholder Letters Mark Leonard · 2006–present

• Levy
  In the Plex Steven Levy · 2011
• Schmidt
  How Google Works Eric Schmidt & Jonathan Rosenberg · 2014

• Annual Letter
  Annual Reports & Shareholder Letters CEO Mikheil Lomtadze · 2020–present
• HBR · 2025
  The CEO of Kaspi.kz on Designing an Essential Superapp Mikheil Lomtadze · Harvard Business Review · July 2025

• Letter
  Letter to Shareholders Colin Huang
• Huang · Pt. 1
  My Life Lessons and Reflections — Part 1 Colin Huang · The Lowdown
• Huang · Pt. 2
  My Life Lessons and Reflections — Part 2 Colin Huang · The Lowdown

• Chen
  Influence Empire Lulu Yilun Chen · 2022
• Lee
  AI Superpowers Kai-Fu Lee · 2018

Anti-Library

Taleb's notion: the books you haven't read are more valuable than the ones you have. These are on the shelf — unread but waiting.

• Greenwald
  Competition Demystified Bruce Greenwald & Judd Kahn · 2005
• Drucker
  Managing Oneself Peter Drucker · 1999
• Hamming
  The Art of Doing Science and Engineering Richard Hamming · 1997
• Gertner
  The Idea Factory: Bell Labs and the Great Age of American Innovation Jon Gertner · 2012
• Isaacson
  Leonardo da Vinci Walter Isaacson · 2017
• Chernow
  Washington: A Life Ron Chernow · 2010 · Pulitzer Prize
• Morris
  The Rise of Theodore Roosevelt Edmund Morris · 1979 · Pulitzer Prize
• Soros
  The Alchemy of Finance George Soros · 1987
• Brand
  How Buildings Learn Stewart Brand · 1994
• Meyer
  Setting the Table Danny Meyer · 2006
• Chernow
  Titan: The Life of John D. Rockefeller, Sr. Ron Chernow · 1998
• Yergin
  The Prize: The Epic Quest for Oil, Money and Power Daniel Yergin · 1991 · Pulitzer Prize