Reading List
The books shaping how I think about markets, money, and decisions.
Books read, with the core takeaway from each.
Best Practices of Elite Advisors — Matt Oechsli & Stephen Boswell
What separates top financial advisors isn't product knowledge, it's relationship depth and systematic client development.
Big Money Thinks Small — Joel Tillinghast
Patient, bottom-up investing. The edge comes from knowing a business deeply and staying rational when the market isn't.
Confessions of a Stockbroker — Alfie Bruton
A candid look at the sales culture inside brokerage, how client interests and broker incentives often diverge.
Good to Great — Jim Collins
What separates good companies from great ones: disciplined people, disciplined thought, and disciplined action, sustained over time.
The Gorilla Game — Geoffrey Moore, Paul Johnson & Tom Kippola
How to identify and invest in technology companies positioned to dominate their categories in high-growth markets.
Gung Ho! — Ken Blanchard & Sheldon Bowles
Three principles for building motivated, high-performing teams, drawn from how natural systems actually work.
The Intelligent Investor — Benjamin Graham
The foundational text on value investing. Margin of safety and Mr. Market are the two ideas worth internalizing for life.
Outliers — Malcolm Gladwell
Success is shaped far more by circumstance, timing, and accumulated opportunity than by talent alone.
The Psychology of Money — Morgan Housel
Wealth is built by behavior more than intelligence. Time in the market and avoiding catastrophic mistakes matter more than finding the best returns.
Secrets of the Millionaire Mind — T. Harv Eker
Mindset and money blueprints. The internal framework you operate from matters as much as the external strategy.
The Stock Options Manual — Gary L. Gastineau
A clear, largely nontechnical guide to how options are priced and used, written for serious investors rather than specialists; one of the earlier books to treat options as a tool worth understanding in their own right.
Swindlers — Al Rosen & Mark Rosen
How financial fraud actually works in practice, and how weak accounting standards and analyst incentives allow it to persist.