Books David recommends along the way
Poor Charlie's Almanack
Charles T. Munger, edited by Peter D. Kaufman · Reading rank 11 · in 44 other episodes
David relates the book's teaching on intense interest to Li Lu's account of intrinsic passion and long-term learning.
Founder theme
The House of Arnault
Brad Stone and Angelina Rascouet · Reading rank 99 · in 6 other episodes
David uses the article’s Tiffany example to connect luxury-brand pricing power with Li Lu’s and Munger’s investment ideas.
Cross-episode reference · Founder theme
All I Want to Know Is Where I'm Going to Die So I'll Never Go There
Peter Bevelin · Reading rank 103 · in 5 other episodes
David calls this the best book on Buffett and Munger he has ever read.
Cross-episode reference · Explicit praise
Charlie Munger on What's Different About Li Lu
Charlie Munger · Watch & Listen
David says the 90-second video packs in a lifetime of lessons and many great ideas.
Explicit praise · Founder theme
Li Lu's 2006 Columbia Business School lecture
Li Lu · Watch & Listen
David frames a core lesson from this lecture as a recurring theme of the podcast: general business advice is useless unless tailored to who you are.
Founder theme
Li Lu's reflections-on-turning-50 post
Li Lu · Supporting reference
David links the post's guidance on avoiding self-pity and envy to Munger and Buffett's own teachings on the same themes.
Founder theme
Each note is a short paraphrase of why David brings the book up. Book pages show every piece of evidence and its review status. How ranking works