RABBIT HOLE

We wanted to build a central repository of all our notes, research, books, podcasts, tweets, lessons, and other things that we have gathered over the years and continuing gathering in one place. This is that repository. And we are calling it the Rabbit Hole.

This will be a live page and we will try our best to make it navigable. Bookmark this page for future reference! You can also subscribe to our newsletter where we plan to post updates going forward.

If you find this page helpful, you could buy us a coffee 🙂

Topics: Personal Finance | Investing | Psychology | Asset Allocation & Portfolio Management | Business | Economy | Bio and Autobiographies | Life & Philosophy | History | Collections | Misc |

Personal Finance & Wealth

Rich Dad, Poor Dad by Robert T. Kiyosaki (Book) – this is one of the go-to personal finance books for a long time. Definitely worth the read.

Money Master the Game by Tony Robbins (Book) – a step-by-step guide to learn about money. Again, a great read for beginners.

The Investment Pyramid by Meb Faber (PDF) – Meb shares his personal finance pyramid and how to allocate your assets.

How To Get Rich (Without Getting Lucky) by Naval Ravikant (Twitter) – Naval lays down wealth creation in a series of tweets. You will find these tweets still being quoted around the web.

Mapping Your Financial Independence by 10-K Diver (Twitter) – a thread so good, we did an entire episode on it.

Safal Niveshak (Newsletter, Blog) – every investor should read Vishal’s blog and articles. Filled with wisdom.

I Will Teach You To Be Rich by Ramit Sethi (Book) – a beginner’s step-by-step guide to financial freedom. Don’t skip the coffee, if it gives you happiness.

The Total Money Makeover by Dave Ramsey (Book) – get rid of your debt and start a journey towards financial freedom. It provides a good guide for beginners.

Finshots (Newsletter) – if you’re interested in the Indian market, it’s definitely worth subscribing.

One-Sentence Financial Rules by Morgan Housel (Article) – Morgan Housel shares his one-sentence financial rules on the Motley Fool blog.

Investing

Intelligent Investor by Benjamin Graham (Book) – Warren Buffett says that this book one of his best investments ever made. There is a good reason behind it.

The Little Book of Valuation by Aswath Damodaran (Book) – Valuation is important for any investment decision and Aswath Damodaran is the expert in valuation. This is a bit of an advanced book for beginners to personal finance but if you’re a beginner to valuation it’s a must-read.

The Boglehead’s Guide to Investing by Taylor Larimore (Book) – the simple guide to investing based on the lessons learned from Jack Bogle, the founder of Vanguard.

The Little Book That Builds Wealth by Pat Dorsey (Book) – Pat explains the art of finding good investments and discusses topics such as moats and competitive advantage which we have discussed in our podcast as well.

The Motley Fool Investment Guide by David & Tom Gardner (Book) – a guide to help people become a more informed investor with solid information for individual investors.

A Curriculum For The Modern Investor by Patrick O’Shaughnessy (PDF) – it’s a curriculum for beginner’s to advanced investors with a list of resources for you to learn from curated by Patrick over the years.

The Investment Pyramid by Meb Faber (PDF) – Meb shares his personal finance pyramid and how to allocate your assets.

Measuring the Moat by Michael Mauboussin and Dan Callahan (PDF) – how do assess the magnitude and sustainability of an asset.

The Qualitative Momentum Investing Philosophy by Jack Vogel (Article) – explains the qualitative momentum investment strategy.

Thread of Mistakes, Diligence Findings, and Lessons by @gordonmax (Twitter) – Personal and professional mistakes and lessons from Gordon.

A Gentle & Practical Introduction To Value Investing by Janav (PDF) – a 200-page document detailing value investing. It’s an ultimate guide for free.

The Three Sides Of Risks by Morgan Housel (Article) – explaining the three sides of risk using a real-life experience.

Short Tech, Long Energy by Real Vision (Video) – Teddy Vallee shares his views on economic growth, interest rates, commodities, and tech stocks.

Valuation Course by Aswath Damodaran (Video) – the entire coursework by the legend Aswath Damodaran on how to value a stock for free on Youtube.

Howard Lindzon (Newsletter) – subscribe for updates from Howard on investing for profit and joy.

Fred Wilson (AVC) (Newsletter) – subscribe for updates from Fred Wilson who is a VC. A lot of good articles on his blog as well.

Crossing Wall Street (Newsletter) – newsletter by Eddy Elfenbein a DC-based portfolio manager on financial success.

Of Dollar & Data (Newsletter) – by Nick Maggiulli, this newsletter uses data to help you make better financial decisions.

Lyn Alden (Newsletter) – provides insights on stocks, bonds, ETFs, precious metals, commodities, and alternative investments.

Capital Mind (Website) – provides market insights and asset allocations for your investments. It’s subscription-based but worth it.

Warren Buffett and the Interpretation of Financial Statements by Mary Buffett (Book) – learn how to read financial statements and search for companies.

Memos from Howard Marks (Article) – Warren Buffett says, “When I see memos from Howard Marks in my mail, they’re the first thing I open and read”. Pretty insightful.

The Most Important Thing by Howard Marks (Book) – important lessons from Howard Mark’s career and insights from his memos.

Playlist of Annual Meetings of Berkshire Hathaway (YouTube) – Warren Buffett and Charlie Munger spitting wisdom over the years.

Steady Compounding by Thomas Chua (Blog, Newsletter) – Thomas is a listener of CBM and we met him via Instagram. He posts interesting articles on value investing, options, and general financial independence. The articles are well researched. He also writes a weekly newsletter called 3-bullet Sunday sharing market insights. This made us really interested in his work and we did an episode with him on CBM on fundamental analysis. Fun story, Tapan helped Thomas develop the SteadyCompounding website.

Psychology & Decision Making

The Psychology of Human Misjudgment (Video) – the man himself behind the idea of mental models and using a latticework of models to make decisions, Charlie Munger. He talks about the psychology of human misjudgment. Brilliant.

Thinking in Bets by Annie Duke (Book) – Annie talks about business decision-making and how to get comfortable with uncertainty.

The Psychology of Money by Morgan Housel (Book) – Morgan talks about money and the behavior of people with money with intriguing lessons from history. Financial decisions are made on dinner tables more than on spreadsheets and on the dinner table incentives, pride, ego, marketing do come into the picture.

The Upside of Irrationality by Dan Ariely (Book) – Dan is an economist and he provides his take on irrational human decisions.

Drive by Dan Pink (Book) – Dan Pink explains how motivation is an intrinsic and deeply human.

Never Split the Difference by Chris Voss (Book) – Chris talks about negotiation tactics and how to become a better negotiator.

Principles by Ray Dalio (Book) – Ray Dalio talks about lessons learned over the course of his career and how he systemized decision into rules.

How To Decide by Annie Duke (Book) – talks about the decision making process including human biases.

A Life of Systems Thinking by Russell Ackoff (Article) – article notes lessons learned by Russell in his life reveals the details of human psychology.

The Six Types of Socratic Questions (Article) – article details the framework of Socratic questioning utilized for critical thinking.

Thinking, Fast and Slow by Daniel Kahneman (Book) – research by Daniel Kahneman and Amor Tversky changed the field of psychology. The book is filled with insights into the human brain and talks about biases.

Fooled by Randomness by Nassim Nicholas Taleb (Book) – luck has a huge part to play in life. Don’t be fooled by randomness.

The Money Empathy Gap by Lisa Miller (Article) – an insightful article showing how rich people lose empathy and poor people lose confidence.

Farnam Street by Shane Parrish (Blog) – Farnam Street where Berkshire holds their annual shareholder meeting is an insightful blog on mental models and decisions.

Portfolio Management

Global Asset Allocation by Meb Faber (Book) – Meb discusses various assets and portfolio’s in this book including Warren Buffett’s and Ray Dalio’s portfolio allocation.

The Investment Pyramid by Meb Faber (PDF) – Meb shares his personal finance pyramid and how to allocate your assets.

Lazy Portfolio ETF (Website) – a lot of portfolio that you can use and useful information on asset allocation.

Business

Venture Deals by Brad Feld and Jason Mendelson (Book) – a great book on startups, funding, entrepreneurship providing insights into VC strategy.

Mastering the VC Game by Jeffrey Bussgang (Book) – Jeff explains the startup to IPO journey talking about the ins and outs of getting funded.

Measure What Matters by John Doerr (Book) – explains the OKR goal-setting system; objectives define what we seek to achieve, key results are how those top-priority goals will be attained with specific, measurable actions within a set time frame.

Good to Great by Jim Collins (Book) – through historical data and study, Jim explains what makes good companies great; how can you build a company to last?

DisneyWar by James Stewart (Book) – learn from Disney’s mistake and what led to the downfall of Michael Eisner, Disney Chairman and CEO.

What You Do Is Who You Are by Ben Horowitz (Book) – Ben is the founder of the Andreesen Horowitz VC firm and talks about building a good company culture in your business.

The Book of Beautiful Questions by Warren Berger (Book) – you are only as smart as the quality of your questions. In this book, Warren explains the art of questioning.

Tools of Titans by Tim Ferriss (Book) – there is no one category where we could fit this book but we went with business. It talks about health & fitness, decision making, and wealth. It is worth the read.

Zero To One by Peter Theil (Book) – notes from Peter Theil, one of the members of Paypal mafia on how to run a startup.

Collaborative Fund (Newsletter) – Morgan Housel’s newsletter talking about decision-making, finance, history, and a lot of other cool things.

The 4-hour Workweek by Tim Ferriss (Book) – even though this book is old now, it has timeless lessons on how to start a business on the internet.

Bad Blood by John Carreyrou (Book) – book on the failures of Theranos. Timeless lesson.

Enron: The Smartest Guys in the Room (Documentary) – documentary about the Enron corporation and it’s corrupt business practices.

The China Hustle (Documentary) – Wall Street story about Chinese companies, the American stock market, and the greed.

Economy

How the Economic Machine Works by Ray Dalio (Video) – understand how the economy works in 30-minutes. It’s like a crash course.

The Black Swan by Nassim Nicholas Taleb (Book) – most of the really big events in our world are rare and unpredictable, and thus trying to extract generalizable stories to explain them may be emotionally satisfying, but it’s practically useless.

Freakonomics by Stephen Levitt (Book) – fun read to understand economics in daily life.

Naked Economics by Charles Wheelan (Book) – understand the fundamentals of economics. Simplified.

Inside Job (Documentary) – award-winning documentary on the 2008 financial meltdown.

The Big Short (Movie) – movie based on Michael Lewis’ book Big Short.

Dirty Money (Docu-series) – Netflix documentary series on various industries and the corruption in those industries.

How the Rich Get Richer – Money In The World Economy (Video) – a YouTube documentary about real estate prices, interest rates, and the stock market.

How Is Money Created (Video) – a short documentary explaining the origin of money.

1929 Stock Market Crash and The Great Depression (Video) – a short documentary explaining the 1929 stock market crash.

Planet Money (Podcast) – the economy explained and episodes covering interesting stories from across the globe.

Bio and Autobiographies

The Ride of a Lifetime by Robert Iger (Book) – lessons learned by Rob being the CEO of Walt Disney for 15-years.

Shoe Dog by Phil Knight (Book) – lessons from Phil, the founder of Nike, on how to run a business.

Creativity, Inc. by Ed Catmull (Book) – lessons from the founder of Pixar.

Life & Philosophy

The 5-Year Rule To Create The Future You Want by Ayodeji Awosika (Article) – A proven process for building your dream life. The 5-year rule.

Useful Hacks by Morgan Housel (Article) – useful life hacks ranging from diet to productivity to investing by Morgan Housel.

Lessons from Charlie Munger by Brian Feroldi (Twitter) – Favorite quotes, thoughts, and stories about Charlie Munger.

Principles for Success by Ray Dalio (Video) – Principles by Ray Dalio distilled in a video format.

No Mercy / No Malice (Newsletter) – each week Scott Galloway who is the host of Pivot, the podcast, talks about tech and relationships in the digital economy.

Atomic Habits by James Clear (Book) – a guide to getting remarkable results by instilling strong habits and behavior.

Antifragile by Nassim Nicholas Taleb (Book) – Taleb calls “antifragile” is that category of things that not only gain from chaos but need it in order to survive and flourish. 

The Almanack of Naval Ravikant by Eric Jorgenson (Book) – lessons from Naval on wealth, life, and happiness.

Poor Charlie’s Almanack by Peter Kaufman (Book) – lessons from Charlie, his wit and wisdom, compiled in a book.

Story of Us by Wait but Why i.e. Tim Urban (Blog, Article) – Tim Urban’s blog posts are really insightful and this is one of our favorites.

History

Sapiens by Yuval Noah Harari (Book) – a brief history of humankind. Provides a sweeping view of humans including topics like money, religion, countries, and a lot more. Life-changing book.

Prisoners of Geography by Tim Marshall (Book) – lessons on the borders that were drawn 100-years ago and how are they influencing the current political and economical events.

Collections

Monish Pabrai’s Bookshelf (Website) – book recommendations from Monish Pabrai.

The Rabbit Hole by Blas (Website) – a collection of book summaries.

Gates Notes (Website) – book reviews and recommendations by Bill Gates.

Misc

8 Important Skill To Learn In Just Under 8 Hours Each by Danny Forest (Article) – skills that are important and should be learned.


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