Reading Desk
📚 Recommended Books
The Intelligent Investor
Why it matters:Teaches the core margin of safety principles for capital representation.
Fooled by Randomness
Why it matters:Separates decision quality from luck and outcome-driven results.
Thinking in Bets
Why it matters:Helps separate decision quality from short-term outcomes.
✉️ Annual Letters & Memos
Berkshire Hathaway Shareholder Letters
Why it matters:Warren Buffett's masterclass in long-term economic moats and capital allocation logic.
Howard Marks Memos (Oaktree)
Why it matters:Essential reading for understanding market cycles, second-level thinking, and risk mitigation.
Baillie Gifford Annual Reviews
Why it matters:Explores structural growth investment trends and finding extreme outliers.
🎬 Talks & Lectures
Mark Minervini Masterclass
Why it matters:Deep-dives into Stage 2 breakout mechanics and risk protection rules.
William O'Neil Lectures
Why it matters:Establishes CAN SLIM relative strength screening models.
Stanley Druckenmiller Speeches
Why it matters:Teaches aggressive sizing when high-conviction ideas align.