The book this episode covers
Berkshire Hathaway Letters to Shareholders
Warren Buffett · Reading rank 16 · in 47 other episodes
The host praises Buffett's writing and storytelling ability throughout the letters.
Dedicated episode · Explicit praise
Books David recommends along the way
The Big Short
Michael Lewis · Reading rank 162 · in 9 other episodes
The host calls The Big Short one of his favorite books and says it fundamentally shifted how he views life.
Explicit praise
The Intelligent Investor
Benjamin Graham · Reading rank 434
Graham's margin-of-safety principle from The Intelligent Investor is used to explain Buffett's conservative financial policy.
Founder theme
The Defiant Ones
Allen Hughes · Watch & Listen · in 11 other episodes
David recommends watching The Defiant Ones and describes it as a documentary on entrepreneurship.
Explicit praise · Founder theme
Also mentioned
Jeff Bezos' Shareholder Letters
Jeff Bezos · Reading rank 4 · in 32 other episodes
David compares Bezos's explicit long-term shareholder expectations with Buffett's.
Cross-episode reference · Founder theme
First a Dream
Jim Clayton with Bill Retherford · Reading rank 146 · in 7 other episodes
Cross-episode reference
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