Reading & Podcast List

Robert Hagstrom does an amazing job of creating a truly broad and abstract approach to investing that applies to everything from early stage startup investing to public equities to debt. The author draws on Charlie Munger's concept of a "lattice work of mental models," and goes through various subject areas, highlighting the core concepts that can drive investment models.

I wrote about my take on it here: https://alexoppenheimer.substack.com/p/proxy-valuation-modeling

Adam Grant does a great job of providing tangible, relatable examples for why being a giver is a positive-sum way of existing.

Brene Brown walks through the practical implications of opening yourself up to vulnerability in a variety of life's situations.

This is a finance thriller if there ever was one. A true story by Bill Browder that is still not resolved, I could not put this book down.

Carol Dweck explains the difference between the Fixed and Growth mindsets. Having grown up through prep school, college and institutional finance, I had not realize the extent to which I had been programmed with a fixed mindset. In reading this book, I saw many great examples of how to change the goals to improve my approach and ultimately the outcomes in many areas.

Cal Newport gives a great set of examples for why and how we need to make space for ourselves to be truly productive.

William Thorndike walks through what makes CEOs outperform over long periods of time with a focus on resource allocation and share price return.

If you haven’t looked into this content, you should - it’s timeless.