A thread on things I’ve read over the years that have resonated with me, influenced my investing & made me rethink things. Will add to it over time

(Didn’t include the names of authors, so you can judge the passages based on their own merits)

Some of the topics include...

- Creative & Independent thinking
- Change
- Quality
- Mispricing & Expectations
- Valuation
- Patience
- Portfolio management

Creative & independent thinking 1

Creative & independent thinking 2

Creative & independent thinking 3

Creative & independent thinking 4

Creative & independent thinking 5

Creative & independent thinking 6

Creative & independent thinking 7

Creative & independent thinking 8

Creative & independent thinking 9

Change 1

Change 2

Change 3

Quality 1

Quality 2

Quality 3

Quality 4

Quality 5

Quality 6

Quality 7

Quality 8

Quality 9

Quality 10

Quality 11

Quality 12

Quality 13

Quality 14

Expectations & Mispricing 1

Expectations & Mispricing 2

Expectations & Mispricing 3

Expectations & Mispricing 4

Expectations & Mispricing 5

Expectations & Mispricing 6

Expectations & Mispricing 7

Expectations & Mispricing 8

Expectations & Mispricing 9

Valuation 1

Valuation 2

Valuation 3

Valuation 4

Valuation 5

Valuation 6

Valuation 7

Valuation 8

Patience 1

Patience 2

Patience 3

Portfolio Management 1

Portfolio Management 2

Portfolio Management 3

Portfolio Management 4

Portfolio Management 5

Portfolio Management 6

Portfolio Management 6

Portfolio Management 7