Knowledge is indispensable. We go to great lengths to ensure that you feel confident in our comprehensive expertise. But we also encourage our clients to stay informed. To that end, here are some additional articles and resources providing in-depth to bird’s-eye perspectives.
The Warren Buffett Portfolio
This book looks at the mathematics, the psychology, and the mental models necessary to build a successful portfolio. The basic ideas: Pick no more than 10 to 15 companies with good track records and high probabilities of future success; plan to hang onto them for at least five years; and ignore predictions and the sometimes terrifying swings in market behavior.
The Richest Man in Babylon
This easy read provides some timeless advice on acquiring money, keeping money, and making money earn more money.
Six Sigma, The Breakthrough Management Strategy Revolutionizing The World’s Top Corporations
At the heart of Six Sigma is the notion that quality saves money–lots of money. The authors argue that for most companies the cost of quality is roughly 25 to 40 percent of sales revenue … at six sigma the cost of quality declines to less than one percent of sales revenue. Six Sigma is a compelling concept concept to which many companies have tied their futures.
The Millionaire Next Door
The Millionaire Next Door is an informative review of what it takes to obtain and keep wealth. When it comes to financial matters, the authors do a great job of separating myth from reality.
The World is Flat
An essential update on globalization, its successes and discontents. This book is required reading for the long-term, global investor.
The World Is Curved
This book reveals how today’s risky environment came to be and why the mortgage mess is a symptom of potentially far more devastating trouble. The author wrestles with two key questions: How bad could things really get in today’s volatile economy? And what can we do about it?
The Intelligent Investor
Essential reading for long-term investors who want to better understand and apply the discipline of value investing.
Built To Last
This book is a must read for investors who want to better understand how companies build long-term competitive advantages.
Security Analysis
Considered the “bible” for value investors who want to benefit from Graham & Dodd’s time tested techniques for investing.
