Book shelf of Michael Burry
You know who Michael Burry is right? The guy that saw the subprime mess coming years ahead and bet against it... and after great patient it eventually paid off.
The movie the Big short is showing what happened in "great brushes drawing".
In 2005, the somewhat eccentric hedge fund manager Michael Burry discovers that the U. S. housing market, based on high-risk subprime loans, is extremely unstable, and he thinks it will tank.
Anyway a interesting person and someone to pay attention to.
Book shelf of Michael Burry, click for bigger picture. |
"The Making of an American Capitalist by Roger Lowenstein impressed upon me that Buffett is unique, and so must any investor be. Other books on my shelf." - Michael Burry, May 20, 2022·(Twitter)
This is some of the books he seems to recommend:
Benjamin Graham: Security analysis
Joel Greenblatt: You can be a stock market genius
Roger Lowenstein: Buffett - The making of an american capitalist.
Roger Lowenstein: When genius failed
Bethany McLean and Joe Nocera: All the devils are here
Ayn Rand: Atlas Shrugged. (I also like this one)
Tavakoli: Credit Derivatives
Buffett Partnership Letters 1957-1970
Berkshire Hathaway Letters 1977-1990
Berkshire Hathaway Letters 1991-2001
Hunter Lewis - Where Keynes went wrong
Mulford Comiskey: Financial Warnings
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