iolite Capital

Reading List

Books that have shaped how we think about capital allocation, business quality, and the craft of investing.

Value Investing
The Most Important Thing
The Most Important Thing
Howard Marks
100 Baggers
100 Baggers
Christopher Mayer
The Warren Buffett Way
The Warren Buffett Way
Robert G. Hagstrom
Margin of Safety
Margin of Safety
Seth A. Klarman
The Intelligent Investor
The Intelligent Investor
Benjamin Graham
Security Analysis
Security Analysis
Benjamin Graham & David Dodd
Common Stocks and Uncommon Profits
Common Stocks and Uncommon Profits
Philip A. Fisher
The Little Book That Beats the Market
The Little Book That Beats the Market
Joel Greenblatt
You Can Be a Stock Market Genius
You Can Be a Stock Market Genius
Joel Greenblatt
The Little Book of Value Investing
The Little Book of Value Investing
Christopher H. Browne
Value Investing: From Graham to Buffett and Beyond
Value Investing: From Graham to Buffett and Beyond
Bruce Greenwald
The Dhandho Investor
The Dhandho Investor
Mohnish Pabrai
The Education of a Value Investor
The Education of a Value Investor
Guy Spier
The Manual of Ideas
The Manual of Ideas
John Mihaljevic
Quality of Earnings
Quality of Earnings
Thornton L. O'Glove
Financial Shenanigans
Financial Shenanigans
Howard M. Schilit
Fooled by Randomness
Fooled by Randomness
Nassim Nicholas Taleb
Once in Golconda
Once in Golconda
John Brooks
Investment Biker
Investment Biker
Jim Rogers
One Up On Wall Street
One Up On Wall Street
Peter Lynch
Beating the Street
Beating the Street
Peter Lynch
Soul in the Game
Soul in the Game
Vitaliy Katsenelson
The Little Book of Sideways Markets
The Little Book of Sideways Markets
Vitaliy Katsenelson
Berkshire Hathaway Letters to Shareholders
Berkshire Hathaway Letters to Shareholders 1965–2024
Warren Buffett
Biographies & Company Stories
The King of Oil
The King of Oil
Daniel Ammann
Metal Men
Metal Men
A. Craig Copetas
Adolf H. Lundin: No Guts No Glory
Adolf H. Lundin: No Guts No Glory
Robert Eriksson
The Snowball
The Snowball
Alice Schroeder
Damn Right! — Charlie Munger
Damn Right! — Charlie Munger
Janet Lowe
The Predator's Ball
The Predator's Ball
Connie Bruck
Elon Musk
Elon Musk
Walter Isaacson
Benjamin Franklin: An American Life
Benjamin Franklin: An American Life
Walter Isaacson
Red Roulette
Red Roulette
Desmond Shum
Who Is Michael Ovitz?
Who Is Michael Ovitz?
Michael Ovitz
The Polyester Prince
The Polyester Prince
Hamish McDonald
The Reichmanns
The Reichmanns
Anthony Bianco
The Oligarchs
The Oligarchs
David E. Hoffman
Sam Walton: Made in America
Sam Walton: Made in America
Sam Walton
Steve Jobs
Steve Jobs
Walter Isaacson
Mr. China
Mr. China
Tim Clissold
Only the Paranoid Survive
Only the Paranoid Survive
Andrew S. Grove
Bad Blood
Bad Blood
John Carreyrou
The Fund: Ray Dalio and Bridgewater
The Fund: Ray Dalio & Bridgewater
Rob Copeland
Business & Industry
The Outsiders
The Outsiders
William N. Thorndike, Jr.
Buddenbrooks
Buddenbrooks
Thomas Mann
The World for Sale
The World for Sale
Javier Blas & Jack Farchy
Never Rest on Your Ores
Never Rest on Your Ores
Norman B. Keevil
In the Plex
In the Plex
Steven Levy
The Big Short
The Big Short
Michael Lewis
Liar's Poker
Liar's Poker
Michael Lewis
When Genius Failed
When Genius Failed
Roger Lowenstein
Monkey Business
Monkey Business
Rolfe & Troob
F.I.A.S.C.O.
F.I.A.S.C.O.
Frank Partnoy
Saving the Sun
Saving the Sun
Gillian Tett
The Shipping Man
The Shipping Man
Matthew McCleery
The New Global Oil Market Order
The New Global Oil Market Order
Simon Watkins
The Big Picture
The Big Picture
Edward Jay Epstein
Adventure Capitalist
Adventure Capitalist
Jim Rogers
Gold Laundering
Gold Laundering
Mark Pieth
Psychology & Thinking
Predictably Irrational
Predictably Irrational
Dan Ariely
Blink
Blink
Malcolm Gladwell
Thinking, Fast and Slow
Thinking, Fast and Slow
Daniel Kahneman
Factfulness
Factfulness
Hans Rosling
The Psychology of Money
The Psychology of Money
Morgan Housel
Outliers
Outliers
Malcolm Gladwell
The Tipping Point
The Tipping Point
Malcolm Gladwell
The Halo Effect
The Halo Effect
Phil Rosenzweig
Give and Take
Give and Take
Adam Grant
The Subtle Art of Not Giving a F*ck
The Subtle Art of Not Giving a F*ck
Mark Manson
Bad Science
Bad Science
Ben Goldacre
When Breath Becomes Air