Realding List

Reading List

A curated syllabus of foundational books on investing, behavior, business, and long-term thinking. These works form the intellectual core of the SCW philosophy.

Foundational Investing Classics
The Intelligent Investor
Benjamin Graham
The blueprint of value investing.
Poor Charlie’s Almanack
Charles T. Munger
Mental models and rationality.
Margin of Safety
Seth Klarman
Risk, valuation, discipline.
The Little Book That Still Beats the Market
Joel Greenblatt
Magic Formula basics.
Common Stocks & Uncommon Profits
Philip Fisher
Growth investing fundamentals.
The Most Important Thing
Howard Marks
Second-level thinking.
Security Analysis
Graham & Dodd
Deep foundations of value investing.
One Up On Wall Street
Peter Lynch
Finding opportunities in plain sight.
Value Investing
Bruce Greenwald
Modern value frameworks.
Business & Strategy
7 Powers
Hamilton Helmer
Durable competitive advantage.
Competitive Strategy
Michael Porter
Industry structure and moats.
The Outsiders
William Thorndike
Capital allocation mastery.
Bezos Shareholder Letters
Amazon
Owner-operator thinking.
Good to Great
Jim Collins
Why some companies outperform.
Zero to One
Peter Thiel
Innovation and monopoly creation.
The Innovator’s Dilemma
Clayton Christensen
Disruption theory insights.
Measure What Matters
John Doerr
Execution and OKRs.
Behavior & Decision Making
Thinking, Fast and Slow
Daniel Kahneman
Cognitive biases that distort judgment.
Nudge
Thaler & Sunstein
Behavioral choices and incentives.
Thinking in Bets
Annie Duke
Probabilistic decision making.
Influence
Robert Cialdini
Persuasion and human behavior.
The Art of Thinking Clearly
Rolf Dobelli
Avoiding common mental traps.
Predictably Irrational
Dan Ariely
Why people make illogical choices.
Superforecasting
Tetlock & Gardner
Improving judgment accuracy.
You Are Not So Smart
David McRaney
Understanding our cognitive blind spots.
Compounding & Long-Term Thinking
The Psychology of Money
Morgan Housel
Behavior and money over time.
Atomic Habits
James Clear
Small actions that compound.
More Than You Know
Michael Mauboussin
Multidisciplinary investing frameworks.
Snowball
Alice Schroeder
Buffett’s life and philosophy.
The Long Game
Dorie Clark
Strategic patience and positioning.
The Compound Effect
Darren Hardy
Why consistency beats intensity.
The Great Mental Models
Farnam Street
Powerful thinking tools.
Antifragile
Nassim Taleb
Systems that benefit from stress and randomness.

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