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Below are some of the books, papers, and essays that influenced my investment approach and framework. I’ll periodically update this list, so be sure to check back in.

I’d love to hear what’s on your list. Use the comment section below to share some of your favorites. You can also use the contact form or email me directly at info@integratinginvestor.com.

Books

Investing

The Acquirer’s Multiple, by Tobias E. Carlisle

Capital Returns, by Edward Chancellor

You Can Be a Stock Market Genius, by Joel Greenblatt

Margin of Safety, by Seth Klarman (this might be tricky to find but is worth the search)

Reminiscences of a Stock Operator, by Edwin Lefèvre

Market Wizards, by Jack Schwager

History

Lords of Finance, by Liaquat Ahamed

Manias, Panics, and Crashes, by Charles P. Kindleberger

Gold and Liberty, By Richard M. Salsman

Economics

Economics in One Lesson, by Henry Hazlitt

Capitalism: The Unknown Ideal, by Ayn Rand

Who Needs The Fed?, by John Tamny

Human Action, by Ludwig von Mises

Other

Game Theory: A Very Short Introduction, by Ken Binmore

Introduction to Objectivist Epistemology, by Ayn Rand

The Art of War, by Sun Tzu

Extreme Ownership, by Jocko Willink and Leif Babin

Papers

Investing

Value and Momentum Everywhere, by Cliff Asness, Tobias J. Moskowitz, and Lasse H. Pedersen

Systematic vs. Discretionary, by AQR Capital Management

A Decade of Duration Times Spread, Barclays Research 

Volatility and the Allegory of the Prisoner’s Dilemma, by Chris Cole 

Market force, ecology and evolution, by J. Doyne Farmer

Epsilon Theory Manifesto, by Ben Hunt

Factors from Scratch, by Jesse Livermore, Chris Meredith, CFA, and Patrick O’Shaughnessy, CFA

Literature Review: Technical Analysis – Modern Perspectives, by Gordon Scott, CMT, Michael Carr, CMT, and Mark Cremonie, CMT, CFA

Investing in the Unknown and Unknowable, by Richard J. Zeckhauser

Economics

That Which is Seen, and That Which is Not Seen, by Frédéric Bastiat

Egalitarianism and Inflation, by Ayn Rand

The End of Central Banking, Part I, by Richard M. Salsman

Less Than Zero, by George Selgin

New York’s Bank: The National Monetary Commission and the Founding of the Fed, by George Selgin

The Rise and Fall of the Gold Standard in the United States, by George Selgin

Free Banking in History and Theory, by Lawrence H. White

Other

Philosophy: Who Needs It, by Ayn Rand

The Hierarchy of Knowledge: The Most Neglected Issue in Education, by Lisa Van Damme

Other

MacroVoices Eurodollar University podcast series, featuring Jeffrey Snider

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