General Partner, Benchmark · 8y ·
Fun question. For the basics:
1) Competitive Strategy
2) Security Analysis by Graham and Dodd
3) Valuation
4) Everything from my friend Michael Mauboussin (Homepage of Michael Mauboussin)
5) For tech: Crossing the Chasm, Innovator’s Dilemma
6) Berkshire Hathaway annual letters
7) Anything Howard Marks writes
8) Also check out 25iq from Tren Griffin. His blog posts are great, and he has a book list as well.
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General Partner at Benchmark, Longhorn, Gator
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Joined January 2010