25 Comments
Aug 11, 2023Liked by Michael Fritzell

I'm a big fan of "Extraordinary Popular Delusions and the Madness of Crowds". There is a 100-page version with just major financial bubbles, and a 700-page version with all 8 Crusades, alchemy, and lots of other nonsense. It was written in 1849, so it misses more recent bubbles and most notably Charles Ponzi. It reads like it was written in the late 20th Century, with a clean writing style, not at all the florid purple prose you would expect from the 1800s. A very readable book.

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The username caught my attention, stayed for the comment. Will add to my reading list

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"Ne Plus Ultra" as a porn name.

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Oh that one looks juicy. I have a copy in my bookshelf, just found the size of the 700-page version a little bit daunting. Time to dig in!

P.S. Nice user name by the way

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My real porn name (name of first pet + name of first street) is "Bambi La Ronda", which is... perfect.

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Oct 1, 2023Liked by Michael Fritzell

Very good list! Thanks a lot! Added some of them to my own list.

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My pleasure!

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Sep 6, 2023Liked by Michael Fritzell

Excellent list! John Train really did a wonderful job condensing so many different investors' philosophies and principles into a very accessible book. Huge fan of his work.

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Yeah, it's full of insights isn't it

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Aug 11, 2023·edited Aug 11, 2023Liked by Michael Fritzell

I don't short stocks. But definitely adding "The Art of Short Selling" to learn about detecting red flags.

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Cool. Yes, everybody can benefit from learning about the red flags that typically lead stocks to zero out imho...

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Aug 9, 2023Liked by Michael Fritzell

Nice overview. You could add:

Robert Shiller - Irrational Exuberance

Russell Napier - Anatomy of the Bear

Paul Krugman - The return of depression economics

Ray Dalio - The changing world order

Peter Elkind - The smartest guys in the room

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True, actually I really like Shiller. Time for me to pick up Peter Elkinds bok. Thanks!

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Good list, a few new ones to add to the kindle. Thanks.

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My pleasure!

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Hi Rei!

I was looking into a japanese stock, but it’s very hard to find any english reports on it. Even sharedresearch doesn’t cover the firm.

Do you have any suggestions on how to know more about the business?

Thanks

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I'm not Rei, but I don't blame you for that mistake - we're both from Sweden and even went to the same high school (though I'm 7 years his senior).

Perhaps ask Rei that question but when it comes to Japanese stocks I'm often forced to do it the difficult way - Google Translate. If it's a larger company, there might also be sell-side reports available on Bloomberg. Generally speaking - at least for me - Japanese and Korean stocks such as Fuji Corp Miyagi and Sempio Foods take a great deal of work to understand.

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Dorry for the mistake ahah.

I already used Google Translate and Bloomberg, but I’m still having difficulties in assessing the company’s position in the value chain and how it maintains its competitive advantage.

Could you help me out? Ticker 8117

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Great list! Thanks for sharing.

I would also recommend The Little Book That Builds Wealth, Pat Dorsey. The book describes economic moats

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Ok! Important concept

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Great list!

I was ready to pat myself on the back for having read the first 10, then I notice I have never read any of the books in the second half haha.

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Ah. Out of the last ten, perhaps read Ed Chancellor's book? As good as it gets in financial history.

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I recommend Capital Returns to my audience (I have read it), that alone tells me I need to go read Devil Take the Hindmost ASAP.

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Wonderful recommendations

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Thank you!

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