Investing & Industry Book List

I get these questions all the time on “what’s the best book for XYZ”, so I will share my commentary on why certain books made it onto my curated reading list. Disclaimer: These are affiliate links, meaning I earn a small commission if you make a purchase. Some books

Investing

Moat GOAT: Analog Devices

Boring is good

Career

MBA: A Realistic Guide for Aspiring Professionals

Part 1 - What you need to know before you apply

Career

Making the most of sell-side research

A guide for buy-siders

Career

What keeps sell-side analysts busy?

Wait, they don't just do research?!

Career

What buy siders should know about sell-side equity research?

What value does equity research actually add?

Investing

Moat GOAT: Otis Elevator

It's a subscription business, what?

Book Summary: Narconomics

The economics of the illegal drug business

Investing

Moat GOATs: Old Dominion (OD)

Why is less-than-truckload (LTL) shipping a good industry?

Career

Will AI replace Wall Street research?

AI as "lead left" banker?

Investing

Moat GOATs: Copart (CPRT)

Why is vehicle salvaging a good business?

Career

Coatue discussing tech trends

Takeaways from the public appearances of the Laffont brothers