In this special episode, we speak with Mark Gandy about our favorite investing books. Mark is the host of The CFO Bookshelf podcast and a consultant helping CEOs and CFOs with business development and financial modeling. We discuss books that can help you understand financial statements, evaluate management, and judge the quality of a business.

For more info about the podcast, go to the episode page and make sure to follow us on Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with team

This episode was recorded on January 3, 2023.

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Episode Chapters

(00:00) Intro by Eddie & Niklas

(00:52) The start of our conversation

(01:26) Eddie, Niklas, and Mark

(03:08) How our passion for investing books started

(06:42) How we find guests for the podcast

(09:53) The value of investment books

(14:36) The investment book list

(30:41) The best books on Buffett

(35:07) Book recommendations for someone who is new to investing

(46:30) Books for understanding financial statements

(51:35) The people aspect of evaluating a business

(53:38) The last book

(01:02:19) About Redeye and Investing by the Books

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Books Mentioned

The Intelligent Investor - Benjamin Graham
Security Analysis - Benjamin Graham and David L. Dodd
One Up on Wall Street - Peter Lynch
Beating the Street - Peter Lynch
Quality First Investing - Björn Fahlén
The Investment Checklist - Micheal Shearn
Once in Golconda - John Brooks
Business Adventures - John Brooks
The Go-Go Years - John Brooks
Against the Gods - Peter L. Bernstein
Fooled by Randomness - Nassim Nicholas Taleb
Poor Charlie’s Almanack - Peter D. Kaufman
Damn Right! - Janet Lowe
The Snowball - Alice Schroeder
The Warren Buffett Way - Robert G. Hagstrom
The Making of an American Capitalist - Roger Lowenstein
The Most Important Thing - Howard Marks
Millionaire Teacher - Andrew Hallman
The Little Book that Builds Wealth - Pat Dorsey
Investors Manual - NAIC
Investment Biker - Jim Rogers
The Education of a Value Investor - Guy Spier
Financial Shenanigans - Howard Schilit
The Interpretation of Financial Statements - Benjamin Graham
Warren Buffett and the Interpretation of Financial Statements - David Clark and Mary Buffett
The Black Swan - Nassim Nicholas Taleb
A Random Walk Down Wall Street - Burton G. Malkiel
The Outsiders - William Thorndike
Thinking, Fast and Slow - Daniel Kahneman
Influence - Robert Cialdini
The Complete Financial History of Berkshire Hathaway - Adam Mead
The Five Keys to Value Investing - Dennis Jean-Jacques
100 Baggers - Chris Mayers

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Other resources

Berkshire Hathaway’s annual shareholder letters
Howard Marks’ memos

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More on Mark

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About the Podcast

Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books

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What is Investing by the Books?

Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

Visit the website: http://www.investingbythebooks.com/

Follow on Twitter: https://twitter.com/Investbythebook

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What is Redeye?

Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.

Visit the website: https://www.redeye.se/

Follow on Twitter: https://twitter.com/Redeye_

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Disclaimer

Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

#40 Our Top Investing Books

Investing by the Books