BCC’s Library of Useful Resources for Learning & General Erudition

Books

Key
  • H — history
  • Bio — biography 
  • Inv/Biz — investing, business, and capital allocation
  • Gen — general
Author
Title
Cate-
gory
Notes & date (if new add’n)
Bernstein
Risk

Bevelin, Peter
Inv
(Dec. 2020)
Bevelin, Peter
Gen
(Dec. 2020)
Bookstaber
Gen

Brooks
Gen

Carlisle
Inv

Chancellor
Risk

Chernow, Ron
Titan
Bio/H

Cunningham, L.
Inv/Biz

Dalio, Ray
Gen

Damodoran
Inv

Derman & Miller
Risk

Duke, Annie
Gen

Farson, Richard
Gen
Not what you’d think (biz mgmt). Much better. 
Fearon
Inv

Galbraith
H

Gall, John
Systems Bible
Gen

Gramm, Jeff
Inv/Biz

Hagstrom
Inv/Biz
(Dec. 2020)
Hagstrom, Robert
Inv/Biz
Excellent read. Shows how investors were using adaptive approach well before academia began discussing. (Dec-2020)
Huff, Darrell


Kahneman


Lo


Loomis, Carol


Lowe, Janet


Lowenstein
Buffett


Mandelbrot


Marks, Howard


Mauboussin


O’Glove


Paul & Moynihan


Richards


Richards


Schroder, Alice
Snowball


Shiller


Smith, Gary
Standard Deviations


Soros, George


Spitznagel


Sutherland, Rory
Alchemy
Gen
(Dec. 2020)
Taleb, Nassim


Thorndike
Outsiders


Thorp


Thorp, et al. 
Kelly Criterion


Tillinghast, Joel















Historical Financials


Papers & Essays

Papers




Posts

Articles


Videos

(in no particular order)
  • John Wooden - The Difference Between Winning & Succeeding

Films

  • Appaloosa
  • Citizen Kane
  • Slow West

Blogs & Websites

General

Fund Letters

Macro

  • Bridgewater

Other


Misc.



  • Search resources
  • Screens: ROIC, Insider Ownership, Rev g, FCF g, 
  • Sentieo Doc Search: Strategic Alternatives

  • Portfolio Quality Profile
  • Avg CEO, CFO, and COO tenure > 5y
  • Avg Insider Ownership > 5%

Podcasts

  • Masters of Scale by Reid Hoffman (Founder, LinkedIn)
  • John Elkann - Becoming a Phoenix (i.e. a company that lasts more than 100 years)

  • Investor’s Field Guide

  • Other