The Dhandho Investor
Mohnish Pabrai / Value Investing / Business / Low-Risk Opportunity
Takeaway: Look for simple, understandable opportunities where the downside is limited and the upside is meaningful.
Reading and development
Books I Have Read
A simple bookshelf of the books that have shaped how I think about investing, money, discipline, purpose, risk, and long-term decision-making. Click a book to read the full reflection.
The Most Important Thing
Howard Marks / Risk / Contrarian Thinking / Market Psychology
Takeaway: Do not just follow the crowd. Think independently, understand risk, and be patient when markets become emotional.
The Intelligent Investor
Benjamin Graham / Value Investing / Discipline / Intrinsic Value
Takeaway: Investing should be based on discipline, intrinsic value, patience, and protecting capital.
The Alchemist
Paulo Coelho / Purpose / Ambition / Personal Journey
Takeaway: The journey, the lessons, and the person you become are just as important as the final result.
The Art of Spending Money
Morgan Housel / Money / Lifestyle / Financial Discipline
Takeaway: Do not increase your lifestyle just because your income rises. Spend intentionally and use money to build long-term freedom.
Man’s Search for Meaning
Viktor Frankl / Purpose / Resilience / Perspective
Takeaway: Human beings are incredibly resilient, and having meaning can help you endure almost anything.
The Tipping Point
Malcolm Gladwell / Trends / Compounding / Behaviour
Takeaway: Small actions, habits, ideas, and trends can compound quietly before reaching a point where they suddenly accelerate.
Material World
Ed Conway / Commodities / Supply Chains / Civilisation / Investing
Takeaway: The modern world is built on physical materials, and understanding them helps me understand the real foundations of businesses, technology, and future investment opportunities.
Atomic Habits
James Clear / Habits / Discipline / Personal Development
Takeaway: Small decisions do not feel important at the time, but when you repeat them every day, they eventually have a massive effect on the person you become and the direction your life goes in.
The World for Sale
Javier Blas & Jack Farchy / Commodities / Geopolitics / Supply Chains / Investing
Takeaway: Look beyond the company itself: supply chains, natural resources, governments, geopolitics and access to essential commodities can shape what happens to businesses and economies.
The Coming Wave
Mustafa Suleyman / Artificial Intelligence / Technology / Government / Risk
Takeaway: One of the biggest challenges of the coming decades may be whether our governments and institutions can adapt quickly enough to manage increasingly powerful technology.
Good to Great
Jim Collins / Leadership / Management / Business / Investing
Takeaway: If you want something to succeed over the long term, getting the people right is one of the most important places to start.
Together, these books have shaped the way I think about investing and life. The investing books have taught me about value, risk, discipline, contrarian thinking, and protecting capital. The personal books have taught me about purpose, resilience, ambition, perspective, and using money properly. I do not see investing as separate from personal development. To become a better investor, I also need to become more patient, more disciplined, more thoughtful, and more aware of my own behaviour.