If Warren Buffett, Christopher Davis, Joel Greenblatt and Seth Klarman recommend a book, it might—just might—be worth reading. It certainly got my attention. Warren Buffett calls Howard Marks’ The Most Important Thing “that rarity, a useful book.” And as a researcher with a library of a couple hundred books myself, I couldn’t agree more. For [...]
The “Little Books” series has produced several memorable titles, such as Joel Greenblatt’s The Little Book that Beats the Market. Greenblatt offers a mechanical investing strategy that involves very little work on the part of the reader. You simply build a portfolio of 30 stocks from his screener and re-run his “Magic Formula” screen on [...]
In the opening lines of What’s Behind the Numbers?, co-authors John Del Vecchio and Tom Jacobs offer to “help you find where the investing bodies are buried so you don’t join them.” These are appropriate words to begin a book on the detective work of finding financial chicanery. Numbers covers the art of short selling—a [...]
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“The present, as permanent and overwhelming as it can seem, is fleeting,” writes Robert Kaplan in the introduction to The Revenge of Geography: What the Map Tells Us About Coming Conflicts and the Battle Against Fate. “The only thing enduring is a people’s position on the map.” As a country built with a spirit of [...]
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We all know what “fragile” means. But what is the opposite of fragile? If you are like me, your instinctive response would be “robust” or perhaps “durable.” But you would be wrong. Something that is fragile is damaged by an unexpected shock, whereas something that is robust or durable is able to withstand it. To [...]
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“No one who is currently working in the investment advisory or asset management business will ever say the things I am about to say,” writes Josh Brown in the opening lines of Backstage Wall Street, his exposé of the Wall Street brokerage machine. Brown may be pushing it when he says “There is no such [...]
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“No one who is currently working in the investment advisory or asset management business will ever say the things I am about to say,” writes Josh Brown in the opening lines of Backstage Wall Street, his exposé of the Wall Street brokerage machine. Brown may be pushing it when he says “There is no such [...]
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“There is no magic formula to make trading or investing easy,” starts Jeffrey Hirsch in The Little Book of Stock Market Cycles. “Nothing can replace research, experience, and a healthy dose of luck.” History, however, can be a useful guide in understanding the environment in which you are investing. This is the focus of Mr. [...]
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John Mauldin is far too much of a gentleman to say “I told you so,” but he would certainly be within his rights to do so. When Mauldin published the original Bull’s Eye Investing in 2003, he made his case that U.S. stocks were in the early stages of a secular bear market. Today, nearly [...]
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Brain damage can create superior investment results, at least according to James O’Shaughnessy in his classic What Works on Wall Street. O’Shaughnessy refers to a study by Baba Shiv of Stanford University that found that people that had suffered damage to the amygdala or the insula regions of their brains made better investment decisions and [...]
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Is the founder and editor of The Sizemore Investment Letter, a monthly newsletter dedicated to finding superior investments backed by powerful macro trends. 
