Book Summaries

By Saj Karsan, Saturday, June 14, 2008, 6:02 AM | | 11 comments »

Constantly educating oneself is a neccessity for every value investor. Here are links to the book summaries we have discussed on this site. Enjoy!


Security Analysis by Graham and Dodd

Predictably Irrational by Dan Ariely
The Upside Of Irrationality by Dan Ariely
Super Crunchers by Ian Ayres
It's Not Rocket Science by Tom Bradley
The New Buffettology by Mary Buffett
Buffett Partnership Letters by Warren Buffett
Influence by Robert Cialdini
You Can Be A Stock Market Genius by Joel Greenblatt
The Warren Buffett Way by Robert Hagstrom
Even Buffett Isn't Perfect by Vahan Janjigian
The Investment Zoo by Stephen Jarislowski
Margin Of Safety by Seth Klarman
Freakonomics by Levitt and Dubner
SuperFreakonomics by Levitt and Dubner
A Random Walk Down Wall Street by Burton Malkiel
Boombustology by Vikram Mansharamani
The Most Important Thing by Howard Marks
The Psychology Of Human Misjudgement by Charlie Munger
Quality of Earnings by Thornton O'Glove
The Dhandho Investor by Mohnish Pabrai
The Snowball: Warren Buffett by Alice Schroeder
Irrational Exuberance by Robert Shiller
Fooled By Randomness by Nassim Taleb

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11 comments

  1. Anonymous // May 28, 2009 8:35 AM  

    How about "The Four Filters of Warren Buffett and Charlie Munger"? Can you share your thoughts and impressions of that book?

  2. Saj Karsan // May 28, 2009 4:19 PM  

    Hi Anon,

    I haven't read it yet, but when I do I'll be sure to share some thoughts!

  3. ITConsultant // October 3, 2009 4:43 PM  

    Value Investing by Bruce Greenwald is an excellent reading for Value Investors.

  4. Anonymous // November 7, 2009 8:56 AM  

    Thank you for nice books reviews.

    Can you update your list (http://www.barelkarsan.com/2008/06/book-summaries.html) with recently reviewed books please?

    Are you going to review books complimentary to vaslue investing, e.g. contrarian approach?

  5. Saj Karsan // November 7, 2009 10:51 PM  

    Hi Anon,

    I've added the Greenblatt book which had its last post today. I think that's the only one missing, but let me know if you know different.

    Not all the books are related to value investing, as I will also discuss other books that I find interesting.

  6. Alexandre // September 25, 2010 7:45 PM  

    Any good suggestions on the topic of Financial Statement Analysis (FSA)?

    I think it is propably the most important technical aspect of every value investing philosophy.

    I heard of the CFA book on FSA or to some extent:Detecting Financial Shenanigans. Any suggestions?

  7. Saj Karsan // September 28, 2010 10:39 PM  

    Hi Alexandre,

    An important topic for sure. I don't recall any specific articles or books on the subject, but I think every accounting textbook would touch on the subject.

  8. Anonymous // November 12, 2010 2:49 PM  

    Hey Saj,

    You should definitely read greenblatt other book, you can be a stock market genius. It was written in the late 90's but is still extremely relevant. It details special situations that occur all the time that create value opportunities.

    also, you should check out my blog freenpv.com We seem to like some of the same companies (My CEU writeup is pretty similar to yours).

  9. Anonymous // January 27, 2011 1:57 PM  

    Enjoy your blog. Thanks! I'm a value investor trying to become more informed. What texts have you found most useful in informing your choices as an investor? Anything from the canon at the Ben Graham Center for Value Investing that you recommend?

  10. Saj Karsan // January 28, 2011 7:20 PM  

    Thanks, Anon.

    I think "Security Analysis" was the most useful book for grasping the finer theoretical points. Greenwald's "From Graham to Buffett and Beyond" was great for application.

  11. iron value // March 18, 2011 5:40 PM  

    Two other insightful books that are value related: "Poor Charlies Almanack" and "Applied Value Investing".

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