John Griffin is CEO of Blue Ridge Capital, a New York based hedge fund management firm. Griffin has a value oriented style. John Griffin, 47, was second in to Julian Robertson’s Tiger Management. He launched a Tiger cub fund, Blue Ridge Capital in 1996.
Below is a list of Griffin’s reading list from Columbia Business School’s website. Many of these names will sound familiar, but a few are not on the usual value investor reading list.
John Griffin’s Reading List
Behavioral Finance, Psychology
Shefrin, Hersh. Beyond Greed and Fear
Cialdini, Robert. Influence: The Psychology of Persuasion
Gilovich & Belsky Why Smart People Make Big Money Mistakes
Plous, Scott. The Psychology and Judgment of Decision Making
Gilovich, Thomas. How We Know What Isn’t So
Haugen, Robert. The Inefficient Stock Market
Russo, J. Decision Traps: 10 Barriers to Brilliant Decision Making
Tobias & McKay Extraordinary Popular Delusions and the Madness of Crowds
Claxton, Guy. Hare Brain, Tortoise Mind
Pring, Martin. Investment Psychology Explained: Classic Strategies to Beat the Market
Wright, Robert The Moral Animal: Why We Are the Way We Are
John Griffin’s Recommended Books – Historical and biographical
Baruch, Bernard. Baruch: My Own Story
Brooks, John. Go-Go Years: Drama and Crashing Finale of Wall Street’s Bullish 60s
Buffett, Warren. The Essays of Warren Buffett: Lessons for Corporate America
Byrne, John. Chainsaw: The Notorious Career of Al Dunlap
Garber, Peter. Famous First Bubbles
Giesst, Charles. Wall Street: A History
Gordon, John S. The Great Game
Ellis & Vertin Classic II: Another Investor’s Anthology
Lefevre, Edwin. Reminiscences of a Stock Operator
Schwager, Jack. Market Wizards: Interviews with Top Traders
Schwager, Jack. The New Market Wizards
Schwed, Fred. Where Are the Customers’ Yachts?
Soros, George. Soros on Soros: Staying Ahead of the Curve
Steinhardt, Jim. No Bull: My Life In and Out of Markets
Train, John. The Money Masters
John Griffin’s Recommended Books – Economics
Friedman, Milton. Capitalism and Freedom
Friedman, Thomas. The Lexus and the Olive Tree
Hazlitt, Henry. Economics in One Lesson
Analysis
Bernstein, Peter. Against the Gods
Collins & Porras Built to Last: Successful Habits of Visionary Companies
Ellis, Charles-Winning the Loser’s Game, Fifth Edition: Timeless Strategies for Successful Investing
Fisher, Philip. Common Stocks and Uncommon Profits
Graham & Dodd Security Analysis
Hagstrom, Robert. The Warren Buffett Way
Lynch, Peter. One Up On Wall Street
Malkiel, Burton. A Random Walk Down Wall Street
Schilit, Howard. Financial Shenanigans: How to Detect Accounting Gimmicks
Staley, Kathryn. The Art of Short Selling
Other
Carnegie, Dale. How To Win Friends and Influence People
Goodspeed, Bennett. The Tao Jones Averages
Hoff, Benjamin. The Tao of Pooh
Hoff, Benjamin. The Te of Piglet
