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Gulfrock Recommended Readings and Book List

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Reading is integral to Gulfrock's culture. We are dedicated to continuous learning and enhancing our investment expertise, recognizing that reading plays a vital role in this pursuit. Our team comprises avid readers who explore a broad range of subjects, including every topic covered at the undergraduate level at Harvard. We believe that reading widely enables us to approach challenges from various perspectives and deepen our understanding of the world. Our passion for reading extends beyond our team, and we are devoted to sharing our recommended readings with our clients and investors.

Selected Book Reviews

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Recommended Literature

Recommended Articles

How Inflation Swindles the Equity Investor

By Warren E. Buffett

On Mr. Market

By Warren E. Buffett

 

 

The Psychology of Human Misjudgement

By Charles T. Munger
 

The Prospect of Value Investing in China

By Li Lu

 

The Superinvestors of Graham-and-Doddsville

By Warren E. Buffett
 

Practical Thought about Practical Thought

By Charles T. Munger

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The Gulfrock Book List

 In no particular order:

  1. Munger, Charles T. Poor Charlie's Almanack: The Wit and Wisdom of Charles T. Munger

  2. Schroeder, Alice. The Snowball: Warren Buffett and the Business of Life

  3. Williams, Ted. The Science of Hitting

  4. Fisher, Philip A. Common Stocks and Uncommon Profits

  5. Fisher, Philip A. Conservative Investors Sleep Well

  6. Graham, Benjamin. Security Analysis

  7. Graham, Benjamin. The Intelligent Investor

  8. Graeber, David. Debt: The First 5,000 Years

  9. Hagstrom, Robert G. The Warren Buffett Portfolio

  10. Keynes, John Maynard. The General Theory of Employment, Interest, and Money

  11. Lynch, Peter. One Up on Wall Street

  12. Smith, Adam. The Money Game

  13. Kroc, Ray. Grinding It Out: The Making of McDonald's

  14. Clason, George S. The Richest Man in Babylon

  15. Bogle, John C. The Little Book of Common Sense Investing

  16. Bogle, John C. The Battle for the Soul of Capitalism

  17. Bogle, John C. Bogle On Mutual Funds

  18. Marks, Howard. The Most Important Thing: Uncommon Sense for the Thoughtful Investor

  19. Thaler, Richard H. Misbehaving: The Making of Behavioral Economics

  20. Lowe, Janet. Damn Right!: Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger

  21. Browne, Christopher H. The Little Book of Value Investing

  22. Klarman, Seth A. Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor

  23. Friedman, Milton. Capitalism and Freedom

  24. Kindleberger, Charles P. Manias, Panics, and Crashes: A History of Financial Crises

  25. Koller, Tim. Valuation: Measuring and Managing the Value of Companies

  26. Williams, John Burr. Theory of Investment Value

  27. Collins, James C. Good to Great: Why Some Companies Make the Leap... and Others Don't

  28. Collins, James C. Great by Choice: Uncertainty, Chaos, and Luck—Why Some Thrive Despite Them All 

  29. Collins, James C. How The Mighty Fall: And Why Some Companies Never Give In 

  30. Collins, James C. Built to Last: Successful Habits of Visionary Companies 

  31. Grind, Kirsten. The Lost Bank: The Story of Washington Mutual-The Biggest Bank Failure in American History

  32. Timiraos, Nick. Trillion Dollar Triage

  33. Shiller, Robert J. Irrational Exuberance

  34. Anders, George. Merchants of Debt: KKR and the Mortgaging of American Business

  35. Tsipursky, Gleb. Never Go With Your Gut: How Pioneering Leaders Make the Best Decisions and Avoid Business Disasters

  36. McLean, Bethany. The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron

  37. Lowenstein, Roger. When Genius Failed: The Rise and Fall of Long-Term Capital Management

  38. Lowenstein, Roger. Buffett: The Making of an American Capitalist 

  39. Robichaux, Mark. Cable Cowboy: John Malone and the Rise of the Modern Cable Business

  40. Talbott, George Robert. Fermat's Last Theorem

  41. Keough, Donald R. The Ten Commandments for Business Failure

  42. Fisher, Philip A. Paths to Wealth Through Common Stocks

  43. Brooks, John. Business Adventures

  44. Kilpatrick, Andy. Of Permanent Value: The Story of Warren Buffett

  45. Greenwald, Bruce C. Value Investing: From Graham to Buffett and Beyond

  46. Bernstein, Peter L. Against the Gods: The Remarkable Story of Risk

  47. Galbraith, John Kenneth. The Great Crash of 1929

  48. Grove, Andrew S. Only the Paranoid Survive. Lessons from the CEO of Intel Corporation

  49. Thorndike Jr., William N. The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success

  50. Lewis, Michael. Moneyball: The Art of Winning an Unfair Game

  51. Train, John. Money Masters of Our Time

  52. Franklin, Benjamin. Poor Richard's Almanack

  53. Kennedy, Paul. The Rise and Fall of the Great Powers: Economic Change and Military Conflict from 1500 to 2000

  54. Bryar, Colin. Working Backwards: Insights, Stories, and Secrets from Inside Amazon

  55. Lu, Li. A Discussion of Modernization

  56. Milgram, Stanley. Obedience to Authority

  57. Thiel, Peter. Zero to One

  58. Iger, Robert. The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of the Walt Disney Company

  59. Nocera, Joe. A Piece of the Action: How the Middle Class Joined the Money Class

  60. Greene, Robert. Mastery

  61. Cialdini, Robert B. Influence: The Psychology of Persuasion

  62. Feynman, Richard. “Surely You're Joking, Mr. Feynman!": Adventures of a Curious Character

  63. Gates, Bill. How to Avoid a Climate Disaster: The Solutions We Have and the Breakthroughs We Need

  64. Gates, Bill. How to Prevent the Next Pandemic 

  65. Gates, Bill. Business @ the Speed of Thought: Succeeding in the Digital Economy 

  66. Gates, Bill. The Road Ahead 

  67. Cicero, Marcus Tullius. On Living and Dying Well

  68. Isaacson, Walter. Steve Jobs

  69. Isaacson, Walter. Einstein: His Life and Universe 

  70. Isaacson, Walter. Benjamin Franklin: An American Life 

  71. Isaacson, Walter. The Innovators: How a Group of Hackers, Geniuses and Geeks Created the Digital Revolution 

  72. Isaacson, Walter. The Code Breaker: Jennifer Doudna, Gene Editing, and the Future of the Human Race 

  73. Knight, Phil. Shoe Dog

  74. Watson, Joel. Strategy: An Introduction to Game Theory

  75. Hager, Thomas. The Alchemy of Air

  76. Ries, Eric. The Lean Startup: How Today's Entrepreneurs Use Continuous Innovation to Create Radically Successful Businesses

  77. Gaddis, John Lewis. The Cold War: A New History

  78. Coll, Steve. Private Empire: ExxonMobil and American Power

  79. Smil, Vaclav. Energy and Civilization: A History

  80. Zuckerman, Gregory. The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters

  81. Green, Howard. Railroader: The Unfiltered Genius and Controversy of Four-Time CEO Hunter Harrison

  82. Dahl, Roald. Going Solo

  83. Hawkins, Jeff. A Thousand Brains: A New Theory of Intelligence

  84. Dalio, Ray. Principles: Life and Work

  85. Ricardo, David. The Principles of Political Economy and Taxation

  86. Bakke, Gretchen. The Grid: Electrical Infrastructure for a New Era

  87. Vlasic, Bill. Once Upon a Car: The Fall and Resurrection of America's Big Three Automakers--GM, Ford, and Chrysler

  88. Burrough, Bryan. Barbarians at the Gate: The Fall of RJR Nabisco

  89. Welch, Jack. Winning

  90. Johnson, Willis. Junk to Gold: From Salvage to the World's Largest Online Auto Auction

  91. Bruck, Connie. Master of the Game: Steve Ross and the Creation of Time Warner

  92. Cohen, Rich. The Fish That Ate the Whale: The Life and Times of America's Banana King

  93. Yergin, Daniel. The Prize: The Epic Quest for Oil, Money, and Power

  94. Chernow, Ron. Titan: The Life of John D. Rockefeller, Sr.

  95. Jünger, Ernst. Storm of Steel

  96. Morita, Akio. Made in Japan: Akio Morita and Sony

  97. Pinker, Steven. Enlightenment Now: The Case for Reason, Science, Humanism, and Progress

  98. Womack, James P. The Machine That Changed the World: The Story of Lean Production

  99. Cannadine, David. Mellon: An American Life

  100. Witt, Stephen Richard. How Music Got Free: The End of an Industry, the Turn of the Century, and the Patient Zero of Piracy

  101. Hofstadter, Douglas R. Gödel, Escher, Bach: An Eternal Golden Braid

  102. Gribbin, John. Deep Simplicity: Bringing Order to Chaos and Complexity

  103. Freeman-Shor, Lee. The Art of Execution

 

Looking for some good reads? Our colleagues at Gulfrock have put together a list of books that we have enjoyed and hope you will find inspiring to read.

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