Thursday, April 17, 2014
My Current Reading List
Exposure by Michael Woodford. About the whistleblower Olympus president who exposed how how the company covered up its investment losses. I think it gives great insight into Japanese corporate culture and problems.
The Shipping Man by Matthew McCleery. It's a funny fiction about a hedge fund manager who gets swallowed up by the shipping world.
Quality of Earnings by Thornton L. O'glove. Studying financial reports is by far the biggest task for an investor like me. This books points out some common and important gotchas to watch out for.
A good article that says you have to dare to run away from the herd to get superior returns.
A refreshing view of China's unusual economy; i.e. things aren't as bad as some would have you believe.
How the Economy Works by Ray Dalio. It is a neat explanation of the deflationary world that we live in. It may be a bit too simplistic but it certainly helps my understanding.
The Greatest Predictor of Future Stock Market Returns. A very well thought out article, and I am still absorbing it.
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