In this special episode, we reflect on our lessons from the first year of the podcast. We discuss investment style, how to filter information, and the most dangerous behavioral aspects for investors. Clips from some of our previous guests are included.

We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on June 17, 2022.

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Episode Chapters

(00:00) General reflections from the first 25 episodes

(10:12) Re-reading books and alternative histories

(14:26) Investment style, gumbo, and bear markets

(27:49) Different ways to gain an edge

(32:52) The businessman made the business

(38:44) Focus and information filtering

(49:49) Lessons from psychology

(55:08) Advice on how to read

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Books Mentioned

Dear Chairman - Jeff Gramm
Business Adventures - John Brooks
The Model - Richard Lawrence
John Neff on Investing - John Neff
Investing: The Last Liberal Art - Robert Hagstrom
The Intelligent Investor - Benjamin Graham
Why Moats Matter - Heather Brilliant
Poor Charlie’s Almanack - Peter Kaufman
The Sleuth Investor - Avner Mandelman
The Man Who Solved the Market - Gregory Zuckerman
The Smartest Guys in the Room - Bethany McLean
Quality First Investing - Björn Fahlén
Dedicated - Pete Davis
Getting There - Gillian Zoe Segal
An Investment Thinking Toolbox - Daniel Zhang
How to Read a Book - Mortimer Adler

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About the podcast

Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books

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What is Investing by the Books?

Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

Visit the website: http://www.investingbythebooks.com/

Follow on Twitter: https://twitter.com/Investbythebook

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What is Redeye?

Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.

Visit the website: https://www.redeye.se/

Follow on Twitter: https://twitter.com/Redeye_

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Disclaimer

Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se