FOR THOSE WHO WANT TO DIG DEEPER.

The learning content that we provide at the Academy is accessible through a selection of outstanding contributions via books, interviews and YouTube-Videos. The spectrum of authors ranges from the investor legend from Omaha to a Nobel Prize-winning psychologist and a poker player with a penchant for decision theory. Have fun and enjoy the insights!

You can also download a complete title list here.

 

Book
Skin in the Game
Nassim Taleb

Professor Taleb is a financial mathematician and has successfully put his profound theoretical knowledge into practice as an investor. His best-known work is "The Black Swan", in which he proved that people are not able to correctly assess the frequency and consequences of extremely unlikely events. In "Skin in the Game" he dedicates himself to another phenomenon that leads to dramatic undesirable developments in business, politics and science: the lack of personal liability for decisions made.

Book
Thinking in Bets
Annie Duke

Any Duke was a professional poker player and studied cognitive psychology. Through her profession as a professional poker player she trained her thinking in probabilities and was able to transfer this to other fields of decision theory. 

Book
The hard thing about hard things
Ben Horowitz

Ben Horowitz is a legend in Silicon Valley. He is one of the most successful, experienced and well-known venture capitalists in the IT industry. In his book, Horowitz explains how an executive should deal with difficult situations in order to turn a start-up into a successful company. 

Book
Only the Paranoid survive
Andy Grove

A classic of management literature. As CEO of Intel, Andy Grove has developed many methods that are still used by the top CEOs in Silicon Valley today 

Book
Good to Great
Jim Collins

The question of the factors that make a good company a top company has been examined by Jim Collins in an elaborate study. He deduced basic principles and came to some surprising results. 

Book
The innovator’s dilemma
Clayton M. Christensen

Companies can fail for various reasons. It seems paradoxical that leading companies fail when it comes to disruptive innovations because they actually do everything right. Classical success factors such as customer, profit and growth orientation can then seem downright dangerous and threaten the existence of the company. 

Book
Blitzscaling
Reid Hoffman

As founder of Paypal and LinkedIn, Reid Hoffmann has succeeded in developing his companies into market leaders at great speed. In this book he explains his methods. 

Book
Secrets of Sandhill Road
Scott Kupor

The author is Managing Partner at Andreessen Horowitz and knows the venture capital business from the inside. Here he explains to founders and interested parties what to look out for when setting up and working with venture capital investors. 

Book
Angel – How to invest in technology startups
Jason Calacanis

In this book, one of the most successful angel investors in Silicon Valley shares his rules for investing in start-ups. 

Book
The lean Startup
Eric Ries

With this book, Eric Ries has revolutionized the way startups achieve a "Product-Market-Fit" by recommending that they test their own ideas with potential customers as early as possible (MVP = "Minimal Viable Product"). An unusual approach, especially for Germans. 

Book
What it Takes
Stephen Schwarzmann

Stephen Schwarzman describes his history and experiences in building Blackstone and beyond. In addition to many anecdotes, learnings can be derived from the challenges, successes and mistakes described. 

Book
Setting the Table
Danny Meyer

While 75% of new restaurant start-ups fail, Danny Meyer has created a restaurant empire that now operates as Union Square Hospitality Group. In this book he reveals his convictions and secrets of success. 

Book
The Outsiders
William M- Thorndike

Es werden 8 unkonventionelle CEO’s und ihre Strategien vorgestellt. Alle zeichnet aus, dass sie exzellente Kapitalallokatoren waren und langfristig herausragende Wertsteigerungen ihrer Unternehmen realisieren konnten.  

Book
The Snowball: Warren Buffett and the Business of Life
Alice Schroeder

In this biography of the "Oracle of Omaha" Alice Schröder traces the life of Warren Buffet. In countless hours together, he provided deep insights into his work, his way of thinking, his struggles. His successes and failures are also comprehensively portrayed. 

Book
A Man for all Markets
Ed Thorpe

The incredible but true story of a math professor who counted the cards and taught the world how to beat the "dealer" in Las Vegas in Blackjack and Roulette. Ed Thorpe was also one of the first investors in the Buffett Partnership. 

Video
Mark Zuckerberg & Yuval Noah Harari im Gespräch.
Mark Zuckerberg & Yuval Noah Harari

As part of the Facebook CEO's public discussion series on the future of technology in society in 2019, Mark Zuckerberg invites the Israeli historian Yuval Noah Harari to exchange ideas on the major challenges of the future. 

Podcast
The Tim Ferris Show
Tim Ferris

One of the currently most listened to business podcasts with many important interview guests such as Marc Andreessen, Rick Rubin or Howard Marks

Podcast
Naval Podcast
Naval Ravikant

Naval Ravikant is one of the masterminds in Silicon Valley and has revolutionized the funding of start-ups with his platform Angelist. His podcast presents many important economic issues and business concepts (general and venture capital related). 

Podcast
The Knowledge Project with Shane Parrish
Shane Parrish

Shane Parrish interview ein sehr breites Spektrum an unterschiedlichsten Gesprächspartnern. Es werden mentale Modelle und Erfolgsstrategien behandelt. Spannend sind u.a. die Gespräche mit Howard Marx (Nr. 53), Patrick Collison (Nr. 32) und Annie Duke (Nr. 37).  

Podcast
Value Investing with Legends
Professor Tano Santos

Finance Professor Tano Santos of the Heilbrunn Center for Graham & Dodd Investing at Columbia Business School interviews outstanding investors who are committed to the value investment style. We found the interviews with Tom Russo (No. 2) and Michael Mauboussin (No. 3) particularly interesting. 

Book
Invest Like The Best
Partick O'Shaughnessy

The quantitative investor Patrick O'Shaughnessy interviews other investors from different asset classes about their strategies and investment philosophies. We found Bill Gurley (No. 137), Chris Dixon (No. 69) and Elad Gil (No. 101) outstanding. 

Podcast
Capital Allocators
Ted Seides

In 2017, Seides launched the podcast, which features discussions with investment management executives about the people and process behind capital allocation. 

Podcast
Masters in Business
Barry Ritholz

Paul Krugman, Bill Gross, Mohamed El-Erian, Jeff Gundlach - in the podcast of US stock market columnist Barry Ritholtz, star economists and top investors speak at length and detached from the hectic pace of daily events.

Book
The most important thing
Howard Marks

As Chairman of Oaktree Capital Management, Howard Marks has shaped the investment scene for decades. His regularly published memos are required reading for many investors. "The most important thing" summarizes the thoughts in his memos by identifying the 18 aspects that he believes are most important and should be considered for successful equity investments. 

Book
The big short
Michael Lewis

Michael Lewis tells the story of the financial crisis of 2008 and explains how the collapse of the real estate market in the USA is the starting point for many other crises. Many financial products are also explained in an entertaining way. 

Book
The Joys of Compounding
Gautam Baid

Gautam Baid distils the wisdom, strategies and life philosophies of over 200 people from several centuries into a work about investing, learning and life in general. Although it contains many value investing principles, the results can be applied not only to investing, but also to business in general and to any kind of decision situation. 

Book
More than You know
Michael Mauboussin

It is a collection of essays that Michael Mauboussin published over many years. Essentially, it deals with investment philosophies, the psychology of investing, innovation & competitive strategies, and science & complexity. 

Book
Poor Charlie’s Almanach
Peter D. Kaufmann

An encyclopedia of the wisdoms of Charly Munger for many aspects of life and investing. 

Book
The intelligent Investor
Benjamin Graham

Since the first edition was published in 1949, Benjamin Graham's "The Intelligent Investor" has been the cornerstone of "Value Investing". This work presents timelessly valid basic principles for long-term successful investing. 

Book
Margin of Safety
Seth Klarman

Seth Klarman is an avowed supporter of value investing after Benjamin Graham. His investment approach focuses on differences between the price and value of an asset in different asset classes. If this difference is large enough ("the safety margin") he invests. With this book, Seth Klarman explains his approach. 

Book
You can be a stock market genius
Joel Greenblatt

Easy to read and practical introduction to investing in the stock market by a successful fund manager. In addition to case studies, many tips are given on how to be very successful in the stock market as an individual investor. 

Book
Value Investing from Graham to Buffet and beyond
Bruce Greenwald

Bruce Greenwald explains the basics and techniques of value investing and demonstrates the application of this investment philosophy using the investor examples of Warren Buffett and Mario Gabelli, among others. 

Video
CBA Speaker 4 April 2003, University of Nebraska at Lincoln
Warren Buffet

One of Warren Buffett's many inspiring speeches on the basic principles of his investment philosophy

Video
Wie große Führungspersönlichkeiten zum Handeln inspirieren
Simon Sinek

Simon Sinek has a simple but powerful model for inspiring leaders that starts with a golden circle and the question "Why? This 18-minute talk has now been viewed over 46 million times. 

Video
How The Economic Machine Works - YouTube
Ray Dalio:

Brilliant summary of economic connections in 30 minutes by billionaire and hedge fund manager Ray Dalio

Book
Skating Where the Puck Was: The Correlation Game in a Flat World
William J Bernstein

This is about one of the central principles of asset architecture - diversification. Bernstein discusses the correlation between different asset classes and shows, using the Yale Endowment as an example, that excess returns in initially unknown investment fields melt away significantly as soon as they become known to a larger audience. 

Book
Pioneering Portfolio Management
David Swensen

With his work for the Yale Endowment, David Swensen has revolutionized the way we think about capital allocation and correlations. Swensen puts particularly illiquid investments in the focus of robust asset allocation.

Book
Zero to one
Peter Thiel

The Paypal founder, serial entrepreneur and Facebook investor summarizes his perspective on innovation and start-ups in theory and practice. 

Book
Principles
Ray Dalio

Ray Dalio founded the world's largest hedge fund, Bridgewater Associates. In this book, he presents the approximately 200 basic principles of his work on which his success is based. At the core of these principles is a continuous improvement through radical transparency and truthfulness, a so-called "meritocracy of ideas". 

Book
The Culture Code
Daniel Coyle

Daniel Coyle describes on a scientific basis which culture makes teams and organizations successful. He shows with examples (e.g. the Navy SEAL Team Six and the San Antonio Spurs) how this can be achieved and gives concrete ideas for implementation. 

Book
Thinking, Fast and Slow
Daniel Kahnemann

The cognitive psychologist and Nobel Prize winner Kahneman explains the irrationalities and rationalities of human thinking. 

Book
The art of execution
Lee Freeman-Shor

The author shows which behaviors after a stock investment have a value-increasing or loss-reducing effect in order to react to changes in value. All recommendations are fact-based and represent basic rules that are easy to follow.

Book
Ground Rules
Jeremy Miller

The collected and commented partnership letters of the young Warren Buffett reveal the investment strategies with which an average annual return of almost 30 percent was achieved from 1956 to 1970.

Book
Loonshots: How to Nurture the Crazy Ideas That Win Wars, Cure Diseases, and Transform Industries
Safi Bahcall

Safi Bahcall defines loonshots as a neglected project that has been discarded and whose representatives are considered confused. He shows on a scientific basis that it is precisely these projects that produce radical innovations.

Book
Range
David Epstein

Specialization is often considered the key to success. Top performers like Tiger Woods or Vincent van Gogh seem to prove this. David Epstein shows, however, that generalists in particular develop skills that are of great importance today.

Book
Superforcasting: The Art & Science of Prediction
Philip Tetlock & Dan Gardner

In a 20-year study, Wharten Professor Tetlock has systematically examined the human ability to make good predictions. The results are sobering, but techniques are also presented to help everyone improve their own ability to make successful predictions.

Book
Never split the Difference
Chris Voss

Chris Voss has worked for the FBI for 24 years and has become the number one negotiator for international hostage-takings. In this book he reveals his negotiation strategies and shows how they have changed over time. Reading this book has enabled some Kontora employees to achieve unexpected negotiation successes with their 3-5 year old daughters.

Book
Extreme Ownership: How US Navy Seals Lead and Win
Jocko Willink / Leif Babin

Two US Navy Seals explain the leadership principles with which they led special units in the Iraq war. They encourage every leader to take full responsibility for the results. They explicitly include external influences.

Book
Trillion Dollar Coach: The Leadership Handbook of Silicon Valley’s Bill Campbell
Eric Schmidt / Jonathan Rosenberg / Alan Eagle

Bill Campbell is a legend in Silicon Valley and has helped Steve Jobs, Eric Schmidt and Larry Page, among others, as a mentor and coach to build Google and Apple. This book outlines his principles and shows how "Coach Bill" has enabled trusting relationships and personal growth.

Book
The Dhandho Investor: The Low - Risk Value Method to High Returns
Moonish Pabrai

As a long-time Berkshire Hathaway shareholder and annual visitor to the annual general meeting in Omaha, Moonish Pabrai is a classic value investor after Graham, Buffett and Munger. In "The Dhandho Investor" he presents his investment framework".

Book
Factfulness
Hans Rosling

Hans Rosling shows through objective data and evaluations that the world is in a much better state than the constant news about wars and natural disasters would suggest. He derives recommendations for action from such a world view based on facts in order to arrive at better decision-making processes.

Book
AI Superpowers: China, Silicon Valley, and the New World Order
Kai-Fu Lee

The ex-Google China CEO and start-up investor Kai-Fu Lee is considered one of the world's most renowned experts in artificial intelligence. He describes the effects of the current technological revolution from a Chinese-American perspective.

Book
Am I beeing too Subtle?
Sam Zell

Sam Zell is a US billionaire and real estate tycoon. In this book he describes his way of investing in an entertaining way and shares many anecdotes of his versatile life.

Podcast
This Week in Intelligent Investing
MOI Global

John Mihaljevic interviews outstanding equity investors

Podcast
We Study Billionaires
Preston Pysh & Stig Brodersen

The hosts interview outstanding equity investors.

Podcast
OMR Podcast
Philipp Westermeyer

Philipp Westermeyer speaks in the OMR Podcast about digital marketing with a wide variety of discussion partners from the start-up environment and other business and cultural life.

Podcast
A16z
Andreessen Horowitz

The podcast of the venture capital company Andreessen Horowitz focuses on technological trends in Silicon Valley.

Topics

From investment principles to asset monitoring: an overview of the contents of our workshop series.

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Speakers

Experts in investment criteria, risk management and succession planning. Our speakers in a video interview.

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Knowledge

A collection with many literature, video and podcast recommendations. Not only for workshop preparation.

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