Wednesday, April 4, 2012

Cundill's Picks

I recently read There's Always Something To Do, which describes the investment approach of the late Peter Cundill. Cundill was a Ben Graham-like value investor (with a few modifications) who generated returns in his fund of 15+% per year for 33 years.

Cundill wrote that "there are a few books - really not that many - which I believe are indispensable reading for every serious investor...". The list is as follows:

3 comments:

Anonymous said...

Thanks for the list and for very insightful short posts every day.

Naturally, I've read some of the books. Did you read any of the below ones and if yes; do you recommend them?

*Extraordinary Popular Delusions and the Madness of Crowds by Mackay
*The Crowd: A Study of the Popular Mind by Le Bon
*The Templeton Touch by Proctor
*The Alchemy of Finance by Soros

/dgforvalue

Saj Karsan said...

Only the Soros book. It was a tough read. If I recall, the main takeaway was the theory of reflexivity, which I think you can read about without having to read the whole thing.

Morgan said...

I have read the MacKay, Le Bon and Soros books. All were very good.

If you like the MacKay and Le Bon books, I suggest you read Kindleberger's Economic Primacy: 1500-1990. It's a long economic history book, but you can see the madness of the crowd in those pages, quite interesting. Plus you'll learn a lot of history.