Mind Over Market
Rick Rule on why the hardest investing problem is your own psychology.
Life wisdom
General
Munger speech about lifetime learning
Soft skills
Speaking
A MIT professor taught the same lecture every January for 40 years, and every single time it was standing room only. Patrick Winston. The lecture is called "How to Speak.": your success in life will be determined largely by your ability to speak, your ability to write, and the quality of your ideas in that order.
Investing
Foundations
Very first hook: short Buffett clips
Books
- The Little Book That Still Beats the Market — Joel Greenblatt
- One Up On Wall Street — Peter Lynch
- The Essays of Warren Buffett — edited by Lawrence Cunningham
Berkshire Hathaway shareholder letters
- Selected Berkshire Hathaway shareholder letters
Level 2
Risk mitigation
Basic accounting / financial statements
Annual reports of simple businesses you already understand
Wisdom
Investor Psychology
Investor Temperament
Druckenmiller on passion, competitiveness, humility, and thinking away from the crowd.
Cost-Basis Trap
Druckenmiller on ignoring purchase price once the original thesis breaks.