Author of Hidden Monopolies | Equity PM 30 yrs experience | Fmr Head of Equities | Knowledge is the Compound Interest of Curiosity | Life Long Learning

Joined September 2011
FINALLY ! HIDDEN MONOPOLIES is now AVAILABLE ! Benefit from a reduced price for a limited time and order NOW. (link in the comment below)
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One of those books that every investor should have on his bookshelves.
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(Too) many books have been written about Buffett This one is overlooked and should be read.
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"The true investor welcomes volatility" - Warren Buffett
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One of the best business books
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One of the highlights of my investment books collection 1892 Memoirs of Extraordinary Popular Delusions and the Madness of Crowds by Mackay
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These books are full of original insights They are not easy reads, but read them anyway !
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Read this book. If you want to understand the semiconductor industry and what role it plays in geopolitics.
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A fascinating book !
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The best books on strategy. The time you spend reading them is the best ROI you can achieve.
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Table of Contents of my book Hidden Monopolies
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Wow. My 'Hidden Monopolies'-framework was featured in one of the leading global investing podcasts this week. The Investor's Podcast's hosts showed how the framework can be applied to assess the strength of a company’s moat from a customer's perspective. Thank you @IrrationalMrkts for featuring the framework on your show !
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Required reading for every investor
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Great Overview of Moats by Aswath Damodaran
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Is the current AI hype similar to the TMT bubble of the late 90s? "History Doesn't Repeat Itself, but It Often Rhymes” - Mark Twain
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The best book on negotiating I have read many books about negotiating, but this is simply the best one. Highly recommended.
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Another book that should be on everyone’s book shelves
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