Books By or About Notable Investors

There is no better way I know of to learn about investing than to study legendary investors – and there is no better way to study them than to read their books and the books written about them.  One thing I noticed from these studies over the years is that many investors are a product of their environment. During long bull markets, bullish “buy and hold” type of investors become famous, while in protracted bear markets, it’s the pessimists that gain prominence.   There is another breed of legendary investors that have done well in bull and bear markets, but they are less common. There are also those investors who managed to become famous, but that do not deserve the label of legendary, in my opinion, even if they were good writers. These are, of course, generalizations, and may not be totally fair, since every investor is different in more ways than they are alike.

Below I list all the books I have read that are by or about notable investors, starting with the one still alive, and followed by those who have left us.  Not all these books were good, but because they were about investing, I got value from them all.

These were my top 6, with a link to my book reviews, which are all posted on our site:

(1)  100 to 1 in the Stock Market (1972) – by Thomas Phelps (Victori Book Review from May 2021)

(2)  Common Stocks and Uncommon Profits (1958) – by Phil Fisher (Victori Book Review from Jun 2020)

(3)  One Up On Wall Street (1989) – by Peter Lynch (Victori Book Review from Apr 2021)

(4)  The Man Who Solved the Market (2019) – by Gregory Zuckerman (Victori Book Review from Nov 2019)

(5)  The Joys Of Compounding (2020) – by Gautam Baid (Victori Book Review from Nov 2020)

(6)  The Rule (2019) – by Larry Hite (Victori Book Review from May 2020)

Cheers,

Adriano

Living Investors: Sorted by Age

Charlie Munger (98)

  • Damn Right!: Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger (2003) – by Janet Lowe
  • Poor Charlie’s Almanack: The Wit and Wisdom of Charles T. Munger (2005) – by Peter Kaufman
  • Wikipedia:  https://en.wikipedia.org/wiki/Charlie_Munger

George Soros (92)

  • The Alchemy of Finance: Reading the Mind of the Market (1987) – by George Soros
  • Soros on Soros: Staying Ahead of the Curve (1995) – by George Soros
  • Soros: The Life and Times of a Messianic Billionaire (2003) – by Michael Kaufman
  • Wikipedia: https://en.wikipedia.org/wiki/George_Soros

Warren Buffett (91)

Edward Thorp (90)

  • A Man for All Markets: From Las Vegas to Wall Street, How I Beat the Dealer and the Market (2017) – by Edward Thorp
  • Beat the Dealer: a winning strategy for the game of twenty-one;: A scientific analysis of the world-wide game known variously as blackjack, twenty-one, vingt-et-un, pontoon or Van John (1962) – by Edward Thorpe
  • Beat the Market: A Scientific Stock Market System (1967) – by Kassouf and Thorpe
  • Wikipedia: https://en.wikipedia.org/wiki/Edward_O._Thorp

Ralph Wanger (89)

  • A Zebra in Lion Country: Ralph Wanger’s Investment Survival Guide – by Ralph Wanger
  • Wikipedia page of his ex-wife (Leah Zell), sister of Sam Zell, who was an analyst at Wanger Asset Management: https://en.wikipedia.org/wiki/Leah_Zell
  • No Wikipedia

Carl Icahn (86)

Peter Seilern (86)

Jim Simons (84)

Jorge Paulo Lemann (83)

  • Dream Big (Sonho Grande): How the Brazilian Trio behind 3G Capital – Jorge Paulo Lemann, Marcel Telles and Beto Sicupira Acquired Anheuser-Busch, Burger King and Heinz (2014) – by Cristiane Correa
  • Wikipedia: https://en.wikipedia.org/wiki/Jorge_Paulo_Lemann

Eddie Brown (82)

Michael Steinhardt (81)

Larry Hite (81)

Sam Zell (80)

Jim Rogers (79)

Peter Lynch (78)

  • One Up On Wall Street: How To Use What You Already Know To Make Money In The Market (1989) – by Peter Lynch
  • Beating the Street (1993) – by Peter Lynch
  • Wikipedia: https://en.wikipedia.org/wiki/Peter_Lynch

Ned Davis (77)

Martin Pring (guess late-70s)

Fred Alger (77)

Howard Marks (76)

Jannie Mouton (76)

Tom Claugus (guess mid-70s)

  • Chapter 11 of Hedge Fund Market Wizards: How Winning Traders Win (2012) – by Jack Schwager
  • GMT Capital website: https://gmtcapital.com/
  • No Wikipedia

Stephen Schwarzman (75)

  • What It Takes: Lessons in the Pursuit of Excellence (2019) – by Stephen Schwarzman
  • King of Capital Remarkable Rise, Fall, & Rise Again of Steve Schwarzman & Blackstone (2010) – by David Carey
  • Wikipedia: https://en.wikipedia.org/wiki/Stephen_A._Schwarzman

Jack Schwager (74)

  • Hedge Fund Market Wizards: How Winning Traders Win (2012) – by Jack Schwager
  • Stock Market Wizards: Interviews with America’s Top Stock Traders (2001) – by Jack Schwager
  • Market Wizards: Interviews with Top Traders (1989) – by Jack Schwager
  • The New Market Wizards: Conversations with America’s Top Traders (2008) – by Jack Schwager
  • Unknown Market Wizards: The best traders you’ve never heard of (2020) – by Jack Schwager
  • Wikipedia: https://en.wikipedia.org/wiki/Jack_D._Schwager

Ray Daio (73)

Doug Kass (72)

Anthony Bolton (72)

  • Investing with Anthony Bolton: The Anatomy of a Stock Market Phenomenon (2004) – by Johnathan Davis
  • Born March 7th, 1950 (my birthday).  Musician and composer.
  • When he ceased managing funds in 2007, Bolton took a full-time role mentoring and developing newer investment managers.
  • Wikipedia: https://en.wikipedia.org/wiki/Anthony_Bolton

Ken Fisher (71)

  • Beat the Crowd: How You Can Out-Invest the Herd by Thinking Differently (2015) – by Ken Fisher
  • How to Smell a Rat (2009) – by Ken Fisher
  • Markets Never Forget, But People Do (2011) – by Ken Fisher
  • Has published 11 books.
  • Fisher Investments website: link
  • Wikipedia page for Ken Fisher: https://en.wikipedia.org/wiki/Kenneth_Fisher

Terry Smith (69)

  • Investing for Growth: How to make money by only buying the best companies in the world – An anthology of investment writing (2020) – by Terry Smith (Intro is fresh, but rest is a compilation of articles and investor letters)
  • Accounting for Growth (1996) – by Terry Smith
  • Wikipedia: https://en.wikipedia.org/wiki/Terry_Smith_(businessman)

Joseph Parnes (guess late-60s)

John Paulson (67)

  • The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History (2008) – by Gregory Zuckerman
  • August 2021 article in NY Post about Paulson’s warning that Cryptos will go to zero: link
  • Wikipedia: https://en.wikipedia.org/wiki/John_Paulson

Steve Cohen (66)

Seth Klarman (66)

  • Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor (1991) – by Seth Klarman
  • Book is out of print and used copy sells for $1,299 on Amazon: link
  • Baupost website: https://www.baupost.com/login (password protected)

Joel Greenblatt (65)

Mohamed El-Erian (64)

Joel Tillinghast (64)

Jeremy Hosking (64)

  • Capital Returns: Investing Through the Capital Cycle: A Money Manager’s Reports (2015) – by Edward Chancellor
  • Marathon (London) Website: https://www.marathon.co.uk/
  • “Marathon Asset Management accused Hosking of breaching contractual and fiduciary duties while working there because he discussed plans for a new business with other employees. In 2015, Hosking was ordered to pay £11.8 in damages.”
  • Jeremy Hosking Wikipedia: https://en.wikipedia.org/wiki/Jeremy_Hosking

Scott Fearon (63)

Paul Marshall (63)

Nassim Taleb (62)

  • Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets  Fooled by Randomness(2001) – by Nassim Taleb
  • The Black Swan: Second Edition: The Impact of the Highly Improbable (2007) – by Nassim Taleb
  • Antifragile: Things That Gain from Disorder (2012) – by Nassim Taleb
  • “Taleb is a Lebanese-American essayist, mathematical statistician, former option trader, risk analyst, and aphorist.”
  • Wikipedia: https://en.wikipedia.org/wiki/Nassim_Nicholas_Taleb

Neil Woodford (62)

Michel Kemp (guess early-60s)

  • Uncommon Sense: Investment Wisdom Since the Stock Market’s Dawn (2016) – by Michael Kemp
  • Creating Real Wealth: The Four Dimensions of Wealth Creation (2010) – by Michael Kemp
  • Long list of Michael Kemp articles here: https://www.bwts.com.au/resources/michael-kemp-articles.html
  • Australian investor.
  • No Wikipedia page

Richard Oldfield (guess mid-60s)

  • Simple But Not Easy: An Autobiographical and Biased Book About Investing by Richard Oldfield (2007) – by Richard Oldfield
  • Founder and Portfolio Manager of Oldfield Partners: https://www.oldfieldpartners.com/
  • December 2011 article in Wealth Manager online magazine: link
  • “Oldfield takes a pragmatic approach to growing the business, eschewing the announcements of grand expansion plans favored by so many of the big guns in preference for a more sedate philosophy.”
  • No Wikipedia page

Francisco Parames (59)

Ruchar Sharma (Guess late-50s)

Brian Portnoy (guess late-50s)

  • The Investor’s Paradox: The Power of Simplicity in a World of Overwhelming Choice (2014) – by Brian Portnoy
  • The Geometry of Wealth: How to shape a life of money and meaning (2018) – by Brian Portnoy
  • From his bio: “Brian is the founder of Shaping Wealth, a financial wellness company which works with advisors, companies, and families on making better financial decisions.”
  • Shaping Wealth website: https://www.shapingwealth.com/
  • No Wikipedia page

Mark Minervini (57)

Guy Spier (57)

Keith McCullough (guess mid-50s)

  • Diary of a Hedge Fund Manager: From the Top, to the Bottom, and Back Again (2009) – by Keith McCullough
  • NOTE:  Bounced from seat to seat, mostly at long/short pads, before being blown out of BlueWave for being too bearish in a bull market (Carlyle Fund that blew up)
  • Disappointing quotes from the book:  “My shorts (Google, Williams-Sonoma, Target, and Wynn Resorts) got steamrolled. Wrong Again.” … “I never, ever, used leverage. Leverage is a disease. My mentor, Russell Herman, never used it, and I never thought to dabble. It may sound corny, but I simply was not brought up to borrow money that I didn’t need, or spend (or gamble) money I didn’t have. To this day I’ m convinced there’s no place for leverage in investing. And while I never used leverage during my career, it was not like I hadn’t ever been on the wrong end of a squeeze.”
  • Founder of Zero Hedge/HedgeEye: https://www.zerohedge.com/; https://app.hedgeye.com/
  • No Wikipedia Page

Ted Seides (guess mid-50s)

Whitney Tilson (55)

Peter Thiel (54)

  • Zero to One: Notes on Startups, or How to Build the Future (2014) – by Peter Thiel
  • Peter Thiel: Players, Companies, Life: The unauthorized microbiography of technology’s greatest entrepreneur (2016) – by Richard Reilly
  • The Contrarian: Peter Thiel and Silicon Valley’s Pursuit of Power (2021) – by Max Chafkin
  • Founders (2022) – Jimmy Soni
  • Wikipedia: https://en.wikipedia.org/wiki/Peter_Thiel

David Einhorn (53)

  • Fooling Some of the People All of the Time, A Long Short Story (2008) – by David Einhorn
  • April 2021 article on poor performance: link
  • From Q1-21 letter: “We know: famous last words. That said, we call them like we see them and we think the tide has finally turned.” … ““If we swing a little less hard, we should hit more balls.”
  • Wikipedia: https://en.wikipedia.org/wiki/David_Einhorn_(hedge_fund_manager)

Martin Taylor (53)

Adriano Almeida (53)

  • The Outstanding Factor: Making Dreams Come True in the Stock Market (2021) – by Adriano Almeida
  • Victori Website: victori.com
  • No Wikipedia page

Michael Shearn (guess 50)

Lee Freeman-Shor (48)

Morgan Housel (guess late-40s)

Jason Kothari (guess late-40s)

Torkell Eide (guess late-40s)

Joshua Pearl (40)

Gautam Baid (guess late-30s)

Dead Investors: Sorted by Date of Birth

Jacob Fugger (1459-1525)

Henry Clews (1836-1923)

  • Fifty Years in Wall Street (1908) – by Henry Clews
  • Twenty-Eight Years in Wall Street (1886) – by Henry Clews
  • The Wall Street Point of View (1900) – by Henry Clews
  • Wikipedia: https://en.wikipedia.org/wiki/Henry_Clews

 Jay Gould (1836-1892)

Bernard Baruch (1870-1965)

Jesse Livermore (1877-1940)

  • Reminiscences of a Stock Operator (1923) – by Edwin Lefevre
  • How to Trade in Stocks (1940) – by Jesse Livermore
  • Jesse Livermore: Boy Plunger (2015) – by Tom Rubython
  • “On November 28, 1940, just after 5:30 pm, Livermore fatally shot himself with an Automatic Colt Pistol in the cloakroom of The Sherry-Netherland hotel in Manhattan.”
  • Wikipedia: https://en.wikipedia.org/wiki/Jesse_Livermore

Fred C. Kelly (1882-1959)

John Maynard Keynes (1883-1946)

  • Concentrated Investing (2016) – by Allen Benello
  • Investing with Keynes: How the World’s Greatest Economist Overturned Conventional Wisdom and Made a Fortune on the Stock Market (2021) – by Justyn Walsh
  • John Maynard Keynes: Hyman Minsky’s Influential Re-Interpretation of the Keynesian Revolution (1975) – by Hyman Minsky
  • A Treatise on Money (1930) – by John Maynard Keynes
  • Keynes: The Return of the Master (2009)by Robert Sidelski
  • The Price of Peace (2020) – by Zachary Carter
  • Lords of Finance (2009) – by Liaquat Ahamed
  • Wikipedia: https://en.wikipedia.org/wiki/John_Maynard_Keynes

Benjamin Graham (1894-1976)

Benjamin Roth (1894-1978)

T. Rowe Price (1898-1983)

  • Rowe Price: The Man, The Company, and The Investment Philosophy (2019) – by Cornelius Bond
  • Picking Growth Stocks (1939) – by T. Rowe Price – [original edition published by Barron’s]
  • 2020 Value Walk Book Review: https://www.valuewalk.com/t-rowe-price-resource-page/
  • Quote from Value Walk review: “In 1965, Mr. Price published a list of seven growth stocks that he had bought and held since the 1930s and 1940s picking Growth Stocks.”
  • Wikipedia: https://en.wikipedia.org/wiki/T._Rowe_Price [mostly about the company ]

Thomas Phelps (1902-1992)

  • 100 to 1 in the Stock Market: A Distinguished Security Analyst Tells How to Make More of Your Investment Opportunities (1972) – by Thomas Phelps
  • 100 Baggers: Stocks that Return 100-to-1 and How to Find Them (2015) – by Christopher Mayer [similar concept, update for recent examples]
  • Chuck Akre mention in 3:40min of video interview: https://www.youtube.com/watch?v=O38I7QIc_eQ&t=240s
  • Victori book review: link

Roy Neuberger (1903-2010)

Phil Fisher (1907-2004)

Shelby Davis (1909-1994)

Kirk Kerkorian (1917-2015)

  • The Gambler: How Penniless Dropout Kirk Kerkorian Became the Greatest Deal Maker in Capitalist History(2018) – by William Rempel
  • March 2006 article on Kerkorian taking stake in General Morots (GM): link
  • Wikipedia: https://en.wikipedia.org/wiki/Kirk_Kerkorian

Leon Levy (1925-2003)

Robert Wilson (1926-2013)

  • Killing the Market: Legendary Investor Robert W. Wilson (2016) – by Roemer McPhee
  • “He founded his own hedge fund in 1969.” … “By 2000 he was worth an estimated $800 million.”
  • Wilson died on December 23, 2013, at the age of 87, after leaping from his apartment on the 16th floor
  • Wikipedia: https://en.wikipedia.org/wiki/Robert_W._Wilson_(philanthropist)
  • Victori Book review: link

T. Boone Pickens (1928-1919)

John Neff (1931-2019)

Barton Biggs (1932-2012)

  • Hedgehogging (2006) – by Barton Biggs
  • A Hedge Fund Tale of Reach and Grasp: Or What’s a Heaven For (2010) – by Barton Biggs
  • Wealth, War, and the Wisdom (2008) – by Barton Biggs
  • Wikipedia: https://en.wikipedia.org/wiki/Barton_Biggs

Julian Robertson (1932-1922)

Peter Cundill (1938-2011)

David Swenson (1954-2021)

  • Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment (2000) – by David Swenson

Wikipedia: https://en.wikipedia.org/wiki/David_F._Swensen

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