A short reading list

For those interested in diving deeper, below you will find a short list of books I find worth reading – list is WIP and will be complemented in due course:

  • Dan Ariely, Predictably Irrational: The Hidden Forces that Shape Our Decisions, 2009: An fascinating reading on behavioural economics applied to everyday’s life.
  • David Carrey, John Morris, King of Capital: The Remarkable Rise, Fall, and Rise Again of Steve Schwarzman and Blackstone, 2012: A history of Blackstone, one of the oldest and most successful large-cap buyout funds. Interesting to notice how emerging empires rely on the chemistry between a few key individuals.
  • Daniel Cohen, Homo Economicus: The (Lost) Prophet of Modern Times, 2014: In this originally French book, economist Daniel Cohen describes the paradox of modern individuals, spoiled with material wealth but lacking emotional fullness.
  • Lawrence Cunningham, Quality Investing: Owning the Best Companies for the Long Term, 2016: A well-thought, well-written and well-structured book on ‘quality investing’, i.e. the principle of investing money on companies that sustainably perform over time. Applicable to both private and public equity markets.
  • Philipp A. Fisher, Common Stocks and Uncommon Profits and Other Writings, 1996: The original edition of this investing principles book dates back to 1958 but many criteria are still very relevant to identify outstanding companies today. A refreshing view bringing us back to the true definition of value creation.
  • Kate Fox, Watching the English, 2014: This has nothing to do against English people – I would be delighted to read something similar about the French. In her book, Kate Fox makes sociology fun and interesting to read. On top of that, it is a great way for a foreigner settling in the UK to get familiar with his new environment.
  • Daniel Kahneman, Thinking, Fast and Slow, 2012: A must-read written by a Nobel Prize for anyone willing to better understand how we take decisions.
  • Simon Kuper, Soccernomics, 2014: When two of my favourite fields (soccer and economics) meet.
  • Robert J. Shiller, Irrational Exuberance, 2015: The author predicted that the stock market was on the verge of a bubble burst in 2000 and that the US housing market would collapse in 2008. Very interesting insight on how individual behaviours and incentives create mass market distorsions.
  • Brad Stone, The Everything Store: Jeff Bezos and the Age of Amazon, 2014: A fascinating and well-documented story on the rise and doubts of Amazon over the last two decades.
  • James Surowiecki, The Wisdom of Crowds: Why the Many Are Smarter Than the Few, 2005: Linked to my passion for sports betting models, this book is a key to understand how individual opinions can be efficiently aggregated to draw a synthesis that will prove more accurate than all other forecasting mechanisms.