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What David Is Reading

House of Fidelity
by Justin Baer

As Fidelity is the primary custodian for The Bahnsen Group I had a vested interest in learning more about the history of this financial behemoth, but what I got was something any student of closely-held business, succession planning, and general financial history should read.  I am not sure there is a multi-generational family-led private business more significant and successful than Fidelity, ever.  It is a story for the ages.

Think Christianly: Developing an Undivided Mind
by Joseph Boot

A needed book to say the least, not just for its rare clarity, profundity, and deep end of the pool pursuit of truth … but also for the highly readable and comprehensible style of writing that makes these vital nuggets ascertainable for a wide audience

Bonfire of the Murdochs
by Gabriel Sherman

I wouldn’t waste your time with the book (the Netflix documentary series was better) but the story being chronicled is a fascinating one.  This author is too hateful of Rupert to allow readers an objective telling of the story, but for those who want to understand the drama in the entire Murdoch saga, there is a lifetime of material out there to absorb.

The Five Dysfunctions of a Team
by Patrick Lencioni

I read more books in this general category than I want to and usually because I keep hoping this category will offer better books than it does, and with this well-known book for Lencioni I did hit the jackpot.  I am having my leadership team read it this summer, and I can only say that I am jealous of Lencioni’s writing style, and appreciative of the simple but profound message of the book.  Trust is the foundation of a team, always and forever.

Streetwise: Getting to and through Goldman Sachs
by Lloyd Blankfein

Absolutely loved him as the post-GFC CEO of the iconic investment bank, and love him even more now having taken in his story.  A little heavy on the self-congratulatory personal bio schtick, but it still seems to all be true, and he does seem to be a rare case of authenticity divorced from excess PR polish.  An inspiring story and person.

The Outsiders: Eight Unconventional CEO’s and their Radically Rational Blueprint for Success
by William Thorndike Jr.

To say there were takeaways from this book and some of the particular CEO stories chronicled that will impact the way I do business is an under-statement.  An easy read that left a huge impression on me.

Burn Rate:
by Michael Wolff

Published in 1998 about a 1994-1997 journey of an aspiring new media dotcom company that almost did a deal with multiple big tech and online players before it all fizzled to nothing, the book that originally put Michael Wolff on the map is a fascinating story of the dotcom mania, as it was written way before the dotcom implosion, and way before we actually did know how this whole internet thing would play out.  Filled with things that proved brilliantly prescient and also tragically naïve, the history was as gripping as the storytelling. 

INSIDE THE GREATEST CRASH IN WALL STREET HISTORY
by Andrew Ross Sorkin

There are few writers in financial media like Sorkin, and none who can make historical events read with such gripping narrative.  As he did with Too Big to Fail, Sorkin really makes you feel like you are inside the room with the key players as historical events play out.  The Great Depression was not, not, not caused by the 1929 market crash, and Calvin Coolidge’s 1920’s policies did not, not, not cause the 1929 crash, but as for Sorkin’s storytelling, this was as fun of a read as I have had in a long time.

The King of Content: 

SUMNER REDSTONE’S BATTLE
by Keach Hagey

As the Netflix/Warner Brothers/Paramount drama plays out, it is important to learn from history. And no history of media merger drama scratches the surface without diving into Sumner Redstone, the ruthless, sometimes pathological, brilliant, and often contemptible figure who may be the most important media executive in history.  I came away learning a lot about how deep total depravity can go, but also how figures like Redstone are always two-sided coins.  And like most stories of media M&A, I learned how money can be set on fire at scale.

Furious Minds:

THE MAKING OF THE MAGA NEW RIGHT
by Dr. Laura Field

This era of Trump will not be historically remembered as only about Donald Trump.  Those who attempted to intellectualize the populist-Trumpist moment cover a wide array of characters.  Field’s analysis here is fair, fascinating, and in some cases, disturbing.

EMPIRE OF AI:

DREAMS AND NIGHTMARES IN SAM ALTMAN’S OPEN AI
by Karen Hao

A fascinating read on the individual who has quickly become one of the most important names in all of American business, technology, and political economy.

Always A Good Idea

THE CASE FOR DIVIDEND GROWTH

INVESTING IN A POST-CRISIS WORLD
David L. Bahnsen

It wouldn’t make sense for me to have a recommended investing book list and not include the book that serves as the core investing philosophy of The Bahnsen Group!

THE INTELLIGENT INVESTOR

Benjamin Graham

The grandfather of value investing, Warren Buffett’s mentor, and the best explainer in history of buying a risk asset at a discount to the sum of its future cash flows!  Reading is believing …

FOOLED BY RANDOMNESS

Nassim Taleb

Not just in the investing world but in all of life, human nature causes us to mentally construct reasons and patterns for success, and allows us to be fooled by randomness, often to our own demise.  Chance, therefore, favors preparation.  And the quality of a choice can not be judged by the result – not if you care about the next time.

STOCKS FOR THE LONG RUN

Jeremy Siegel

More historical data than you may have signed up for, but this is a perfectly comprehensible book about the long-term reality of equity returns vs. other asset classes, and why that may be (i.e. the nature of the equity risk premium).  By long term, I mean, over 200 years of research is laid bare to make the case for a long-term equity bias.

ECONOMICS IN ONE LESSON

Henry Hazlitt

I can’t tell you how useful this book was to me at a very, very young age, in forming basic economic principles and understandings that would shape the foundation of what I believe about economic law and reality.

THE ESSAYS OF WARREN BUFFETT

LESSONS FOR CORPORATE AMERICA
Warren Buffett

This collection of essays from the oracle of Omaha, written over many decades, has become a vital addition to the libraries of not just investment advisors but corporate managers and business entrepreneurs.  Tremendous insights proven true over the test of time.

EXTRAORDINARY POPULAR DELUSIONS AND THE MADNESS OF CROWDS

Charles Mackay

If you are not a contrarian investor before you read this book, you will be after you read this book.  A historical instructive through the realities of human psychology and group think, and the disastrous investment results that can come about from those realities.

HUMAN ACTION

Ludwig Von Mises

It may be more philosophical than it is investment-application, but so much of my understanding of capital markets comes from my understanding of basic economics.  And this book many years ago taught me to understand human action as the core to understanding economics.  The calculations that serve at the core of human reasoning ultimately drive prosperity (and the preservation of civilization itself).  A few sentences can’t do justice to the richness of wisdom and profundity in this book.

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