Recommended Resources

Below is a list of resources that have and continue to shape our approach to investing in and operating small businesses.

Books

  1. The Intelligent Investor by Benjamin Graham (Link)

  2. Margin of Safety by Seth Klarman (Link)

  3. The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success by William Thorndike (Link)

  4. Fooling Some of the People All of the Time by David Einhorn (Link)

  5. Made in America by Sam Walton (Link)

  6. Titan: The Life of John D. Rockefeller by Ron Chernow (Link)

  7. The Black Swan by Nassim Taleb (Link)

  8. Leadership: In Turbulent Times by Doris Kearns Goodwin (Link)

  9. Thinking in Bets by Annie Duke (Link)

  10. Zero to One: Notes on Startups, or How to Build the Future by Peter Thiel (Link)

  11. High Growth Handbook: Scaling Startups from 10 to 10,000 People by Elad Gil (Link)

  12. How Google Works by Eric Schmidt and Jonathan Rosenberg (Link)

  13. Extreme Ownership by Jocko Willink (Link)

Investor Shareholder Letters

  1. Berkshire Hathaway by Warren Buffett (Link)

  2. Oaktree Capital by Howard Marks (Link)

  3. Amazon by Jeff Bezos (Link)

Podcasts

  1. Invest Like the Best by Patrick O'Shaughnessy (Link)

  2. The Knowledge Project by Shane Parrish (Link)

Articles

  1. How to Value a Company by Analyzing its Customers by Daniel McCarthy and Peter Fader (Link)