Based on feedback, seven more books to read five times (no order): 1. Fooled by Randomness 2. Security Analysis 3. Margin of Safety 4. The Dhandho Investor 5. Your Money and Your Brain 6. Common Stocks and Uncommon Profits 7. Liar's Poker
-
Show this thread
-
Replying to @Tinyvalue
Wouldn’t read M. Lewis. You should read Accounting for Value by Penman - the book that inspired me to@stock pick:https://www.amazon.com/Accounting-Columbia-Business-School-Publishing/dp/0231151187 …
1 reply 1 retweet 1 like -
Replying to @NegDiscountRt
Dhandho Investor is also disappointing. Pabrai seems to confuse P/E with EV/EBIT when discussing Greenblatt’s book.
1 reply 0 retweets 2 likes -
Replying to @NegDiscountRt
What I found particularly useful from Pabrai's book was his "Heads I win, tails I don't lose much" and "low-risk high uncertainty" mental models.
1 reply 0 retweets 2 likes
I really liked Pabrai's book as well. I tend towards distressed situations, so his words spoke volumes. But I can't recall the discrepancy between P/E and EV/EBIT.. I've only read it once.
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.