Book list
#5 One Up on Wall Street | Peter Lynch’s guide to successful investing written for the average person. From 1977 to 1990 he returned 30% annually for Fidelity’s preeminent mutual fund, The Magellan Fund. This outperformed the S&P by two times.
#4 The Outsiders | William Thorndike examines the unconventional management styles of eight CEOs and how they achieved remarkable results by emphasizing capital allocation and long-term value creation.
#3 Lessons from the Titans | Scott Davis explores the innerworkings of historic industrial giants like Honeywell, GE, and Caterpillar, providing lessons for businesses seeking sustainable growth and maintaining a competitive edge.
#2 Quality Investing | Lawrence Cunningham pinpoints and explains the characteristics that increase the probability of a company prospering over time. Drawing on real case studies, he emphasizes the importance of focusing on companies with durable competitive advantages, strong management teams, and consistent profitability.
#1 Investing for Growth | Terry Smith (Founder of Fundsmith) shares his insights and approach to selecting companies with the potential for sustainable growth over the long term. Practical advice on portfolio construction, risk management, and investment decision-making.
