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The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
2012
Biography
by
William Thorndike
Describes how eight CEOs generated outsized returns, and beat the market, using a secret weapon: superior capital allocation. Learn how the best CEOs deployed their company resources strategically.
Buy a CopyJermaine's Notes
April 2024
Masterclass on capital allocation. I wish I knew about this book in 2012. Would've been a better CEO. Read 2012 hardcover.
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Cable Cowboy
May 2024
How one visionary and financial engineer built the modern cable TV industry from the ground up. Learn the strategies, deals, and bold moves John Malone used to build a media empire.
Cable industry history. Owned cable distribution assets. Deals with Ted Turner, BET, and Kirk Kerkorian. Read 2002 paperback.
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Distant Force
May 2024
Learn the inside story of Teledyne Corporation's founding and how Henry Singleton built it into an industrial powerhouse. This book details the principles, strategies, and tactics behind Teledyne and Singleton's remarkable success.
Useful insights on management, capital allocation, and measuring financial performance. Hard to find. Email me for tips. Read 2007 hardcover.
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The Warren Buffett Way
December 2024
An in-depth look at the innovative investment and business strategies behind Buffett's spectacular success. The new edition updates readers on the latest investments by Buffett. And, more importantly, it draws on the new field of behavioral finance to explain how investors can overcome the common obstacles that prevent them from investing like Buffett.
Read 2014 hardcover. Useful examples of how Buffett evaluated specific companies, including intrinsic value calculations for each.
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Warren Buffett
December 2024
Decision-making framework based on Warren Buffet. This book explores his investment strategies, mindset, and the underlying psychology frameworks used to improve decision-making.
Describes the ideal investor mindset. Got me interested in psychology to improve my decision-making. Read 2021 hardcover.
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The Warren Buffett Portfolio
December 2024
Building a concentrated portfolio is critical for investment success. THE WARREN BUFFETT PORTFOLIO introduces the next wave of investment strategy, called focus investing. A comprehensive investment strategy used with spectacular results by Buffett, focus investing directs investors to select a concentrated group of businesses by examining their management and financial positions as compared to their stock prices. A strategy that has historically outperformed the market, focus investing is based on the principle that a shareholder's return from owning a stock is ultimately determined by the economics of the underlying business.
Read 1999 paperback. Explains why great investors don't diversify, they concentrate.