00 · Index
Site Map
Every page in the notebook, laid out in one place — the four silos and everything filed under them.
100 pages in the notebook
03
The Library
- The Intelligent Investor — Benjamin Graham
- Poor Charlie's Almanack — Charlie Munger
- Thinking, Fast and Slow — Daniel Kahneman
- The Most Important Thing — Howard Marks
- The Psychology of Money — Morgan Housel
- One Up on Wall Street — Peter Lynch
- Common Stocks and Uncommon Profits — Philip Fisher
- Margin of Safety — Seth Klarman
04
Market Cycles
- Tulip Mania · Dutch Republic · 1636–1637
- The South Sea Bubble · England · 1720
- The 1929 Crash · United States · 1929
- The Nifty Fifty · United States · 1968–1974
- The Japanese Asset Price Bubble · Japan · 1986–1991
- Black Monday, 1987 · United States · October 1987
- The Dot-Com Crash · United States · 1995–2002