Cărți de citit pentru a deveni un bun investitor

Ca să învăț mai bine despre investiții citesc cărți din mai multe domenii, nu doar investiții. Acele cărți au menirea de a mă orienta în direcția potrivită la nivel de cunoaștere, dar și la nivel de psihologie. De multe ori pierzi ca investitor doar pentru că nu ai răbdare și faci trading în loc de investiții.

Cum sunt fan al value investing, stil de investiție care se uită la lucrurile fundamentale ale companiilor, mă uit la calitatea companiilor, calitatea managementului și la calculul de preț pentru acțiunea unei firme cu intenția de a plăti un preț bun pentru companie foarte bună.

Pentru o viață financiară mai bună nu uita să citești și celelalte articole din categoria investing.

Mai jos este lista de cărți pe care le-am citit și recomand. Tine cont de faptul că simplul citit de cărți nu te scutește de munca pe care trebuie să o depui în a calcula anumite lucruri. Desigur, atunci când te uiți la ce companii să alegi, trebuie să citești informații din multe surse, inclusiv sursele oficiale.

Sunt interesat de companii publice din SUA, așadar voi citi rapoartele anuale 10K, cele trimestriale 10Q, cele curente 8F, investor calls și ce alte rapoarte nimeresc la un moment dat.

Lista de cărți cuprinde domenii precum investiții, management, economie, contabilitate, banking sau tehnologie. Cărțile alese și citite sunt folosite pentru a-mi mări domeniul de cunoaștere, mai ales în jurul tehnologiei moderne.

Lista este notată în ordinea aproximativă a citirii:

1. Economics For Dummies – Sean Masaki Flynn
2. Why Does The Stock Market Go Up? – Brian Feroldi **
3. How to Invest: Masters on the Craft – David M. Rubenstein
4. How to Make the World Add Up – Tim Hartford
5. The Psychology of Money – Morgan Housel *
6. How Innovation Works – Matt Ridley
7. Buffet, The making of an American capitalist – Roger Lowenstein
8. Alchemy of Finance – George Soros
9. The Intelligent Investor – Benjamin Graham *
10. Value Investing – Bruce C. Greenwald et all
11. Bogle on Mutual Funds – John C. Bogle
12. The Little Book of Behavioral Investing – James Montier *
13. The little Book of Value Investing – Christopher H. Browne
14. Boom and Bust – William Quinn **
15. Just keep buying – Nick Maggiulli *
16. The Click Moment: Seizing Opportunity in an Unpredictable World – Frans Johansson
17. Mastering The Market Cycle: Getting the odds on your side – Marks, Howard **
18. The Snowball: Warren Buffett and the Business of Life – Schroeder, Alice
19. A Random Walk Down Wall Street – Malkiel, Burton G.
20. The Most Important Thing – Howard Marks
21. Where the Money Is: Value Investing in the Digital Age – Seessel, Adam *
22. Why Moats Matter: The Morningstar Approach to Stock Investing – Brilliant, Heather
23. Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets – Taleb, Nassim Nicholas *
24. Capitalism without Capital: The Rise of the Intangible Economy – Jonathan Haskel
25. Richer, Wiser, Happier – Green, William
26. 100 Baggers – Mayer, Christopher W **
27. Warren Buffett and the Interpretation of Financial Statements – Buffett, Mary *
28. The Little Book That Still Beats the Market – Greenblatt, Joel *
29. The Little Book of Valuation – Damodaran, Aswathv
30. Zero to One: Notes on Start Ups, or How to Build the Future – Peter Thiel, Masters Blake *
31. The Nature of Technology: What It Is and How It Evolves – Arthur, W. Brian
32. Machine, Platform, Crowd – Harnessing Our Digital Future – Mcafee, Andrew
33. The Founders: Elon Musk, Peter Thiel and the Story of PayPal – Soni, Jimmy
34. Visual Thinking – Grandin, Temple
35. The Five Rules Successful Stock Investing – Dorsey, Pat
36. Elon Musk – Ashlee Vance
37. Money Magic – Laurence Kotlikoff
38. Amazon Unbound – Brad Stone
39. The Little Book That Builds Wealth – Pat Dorsey *
40. Investing for Growth – Terry Smith **
41. Superforecasting: The Art and Science of Prediction – Philip Tetlock
42. Too Big to Fail: Inside the Battle to Save Wall Street – Andrew Ross Sorkin
43. Fooling Some of the People All of the Time – David Einhorn
44. Finance Book, The: Understand the numbers even if you’re not a finance professional – Stuart Warner, Si Hussain
45. Financial Statement Analysis Workbook: A Practitioner’s Guide – Martin S. Fridson, Fernando Alvarez
46. The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk – Bernstein, William J.
47. Financial Shenanigans, Fourth Edition: How to Detect Accounting Gimmicks and Fraud in Financial Reports – Howard M. Schilit, Jeremy Perler, Yoni Engelhart
48. The Art of Statistics: Learning from Data – David Spiegelhalter
49. How Do You Know? A Guide to Clear Thinking About Wall Street, Investing, and Life – Christopher Mayer
50. Dear Fellow Time-Binder: Letters on General Semantics – Christopher Mayer
51. The Art of Execution: How the world’s best investors get it wrong and still make millions in the markets – Lee Freeman-Shor
52. The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing – Mauboussin, Michael J.
53. The Art of Statistics: Learning from Data – David Spiegelhalter
54. The End of Accounting and the Path Forward for Investors and Managers – Baruch Lev, Feng Gu (wk 1 Oct 23)
55. The Halo Effect: How Managers let Themselves be Deceived – Phil Rosenzweig
56. Management Challenges for the 21st Century (Classic Drucker Collection) – Peter Drucker
57. The Laws of Wealth: Psychology and the secret to investing success – Daniel Crosby
58. Clear Thinking: Turning Ordinary Moments into Extraordinary Results – Shane Parrish
59. Irrational Exuberance: Revised and Expanded Third Edition – Robert J. Shiller **
60. Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies – Jeremy J. Siegel
61. The Black Swan: The Impact of the Highly Improbable – Nassim Nicholas Taleb **
62. What I Learned Losing a Million Dollars – Jim Paul, Brendan Moynihan *
63. Warren Buffett: Inside the Ultimate Money Mind – Robert G. Hagstrom **
64. Expectations Investing: Reading Stock Prices for Better Returns – Michael J. Mauboussin, Alfred Rappaport
65. The New Goliaths: How Corporations Use Software to Dominate Industries, Kill Innovation, and Undermine Regulation – James Bessen
66. The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success – William N. Thorndike
67. Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts – Annie Duke
68. Women of The Street: Why Female Money Managers Generate Higher Returns – M. Jones
69. Mathsemantics: Making Numbers Talk Sense – Edward MacNeal
70. Against the Gods: The Remarkable Story of Risk – Peter L. Bernstein
71. Principles: Life and Work – Ray Dalio
72. On the Shortness of Life: Seneca
73. The Smart Money Method: How to pick stocks like a hedge fund pro – Stephen Clapham
74. 7 Powers: The Foundations of Business Strategy – Hamilton Helmer
75. Complexity Economics: Proceedings of the Santa Fe Institute’s 2019 Fall Symposium – W. Brian Arthur
76. Trade Is Not a Four-Letter Word: How Six Everyday Products Make the Case for Trade – Fred P Hochberg
77. The Model Thinker: What You Need to Know to Make Data Work for You – Scott E. Page
78. Narrative Economics: How Stories Go Viral and Drive Major Economic Events – Robert J. Shiller
79. You Can Observe a Lot by Watching: What I’ve Learned About Teamwork from the Yankees and Life – Yogi Berra
80. A Short History of Financial Euphoria – John Galbraith
81. Nature of Investing: Resilient Investment Strategies Through Biomimicry – Katherine Collins
82. The Pattern Seekers: A New Theory of Human Invention – Simon Baron-Cohen
83. Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. Munger – Charles T. Munger
84. Hidden Genius: The secret ways of thinking that power the world’s most successful people – Polina Marinova Pompliano
85. Quit: The Power of Knowing When to Walk Away – Annie Duke
86. Scale: The Universal Laws of Life and Death in Organisms, Cities and Companies – Geoffrey West
87. The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market – Tobias E. Carlisle
88. Systems Ultra: Making Sense of Technology in a Complex World – Georgina Voss
89. The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown – John M Jennings
90. The Voltage Effect – John A List
91. Algorithms to Live By: The Computer Science of Human Decisions – Brian Christian, Tom Griffiths
92. The Death of Expertise: The Campaign Against Established Knowledge and Why it Matters – Tom Nichols
93. The Tyranny of Metrics – Jerry Z. Muller
94. The Why Axis: Hidden Motives and the Undiscovered Economics of Everyday Life – John List, Uri Gneezy
95. The Order of Time – Carlo Rovelli
96. Causation: A Very Short Introduction – Stephen Mumford, Rani Lill Anjum
97. Chip War: The Fight for the World’s Most Critical Technology – Chris Miller
98. HBR Guide to Finance Basics for Managers – Harvard Business Review
99. The Illusion of Innovation: Escape „Efficiency” and Unleash Radical Progress – Elliott Parker
100. Dignity Seeking Respect in Back Row America – Chris Arnade
101. The End Is Always Near: Humanity vs the Apocalypse, from the Bronze Age to Today – Dan Carlin
102. Seeing What Others Don’t: The Remarkable Ways We Gain Insights – Gary Klein
103. Butler to the World: How Britain became the servant of tycoons, tax dodgers, kleptocrats and criminals – Oliver Bullough
104. Fake History: Ten Great Lies and How They Shaped the World – Otto English
105. The Crypto Trader: How anyone can make money trading Bitcoin and other cryptocurrencies – Glen Goodman
106. Reminiscences of a Stock Operator Paperback – Edwin Lefèvre
107. The Zulu Principle: Making Extraordinary Profits from Ordinary Shares – Jim Slater
108. What Works on Wall Street, Fourth Edition: The Classic Guide to the Best-Performing Investment Strategies of All Time – James O’Shaughnessy
109. How to Make a Killing in Penny Shares – Michael Walters
110. Finite and Infinite Games: A Vision of Life As Play and Possibility – James Carse
111. Alchemy: The Magic of Original Thinking in a World of Mind-Numbing Conformity – Rory Sutherland
112. How to Win Friends and Influence People – Dale Carnegie
113. Big Money Thinks Small – Biases, Blind Spots, and Smarter Investing – Joel Tillinghast
114. Concerning Communication: Epic Quests and Lyric Excursions Within the Human Lifeworld – Lance Strate
115. Psychology of Intelligence Analysis – Richards Heuer
116. The Big Ones: How Natural Disasters Have Shaped Us – Lucy Jones
117. Buying at the Point of Maximum Pessimism – Scott Phillips, Lauren Templeton
118. The Humble Investor: How to find a winning edge in a surprising world – Daniel Rasmussen
119. abcd