Cartas

• Peter Lynch Letters
• Seth Klarman Letters
• Nick Sleep Letters
• Terry Smith Letters
• Francois Rochon Letters
• Jeff Bezos Letters

Ensinamentos

• The Art of Stock Picking by Charlie Munger
• Charlie Munger’s Investment Checklist
• All publicly available writings of Warren Buffett
• What Makes a Successful Investor List by Warren Buffett
• Phil Fisher’s 15-Point List with Rules for Buying Stocks
• Philip Carret Investing Rules and Gems
• The Losers Game by Charles D. Ellis
• Li Lu Paper on Becoming an Outstanding Investor and Value Investing in China
• Reflection on 10 Attributes of Great Investors by Michael Maboussin
• Measuring The Moats by Michael Maboussin

Valuation e Negócios

• Aswath Damodaran Valuation Class
• Joel Greenblatt Columbia Class Notes
• Bruce Greenwald Class Notes
• The Bruce Greenwald Method, Lectures, and Additional Class Notes
• The Theory of Investment Value, by John Burr Williams

Economia Comportamental

• The Human Side of Decision Making by Daniel Kahneman
• Daniel Kahneman’s “Maps of Bounded Rationality”
• “The Psychology of Human Misjudgement” Transcript
• The Superinvestors of Graham and Doddsville (Article by Warren Buffett from 1984)

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