The value investor's reading list.
Every 13F on this site is downstream of a way of thinking. These are the books that map it — the value-investing canon, the mental-model classics, and the books the managers we track actually wrote or live by. It's the reading behind the Superinvestor Handbook and the ConvictionScore methodology.
Curated, not exhaustive — the shortlist we'd hand a serious investor, not a padded top-100. Start at the top of Foundations and work down.
Most of these have strong audiobook editions. A free Audible trial covers many of them — a low-friction way to start (Poor Charlie's Almanack, The Snowball, and The Big Short all read especially well).
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Foundations
Mental models & temperament
In their own words
Macro & memoirs
Valuation
Whose books?
Several of these were written by — or are about — managers we track. Each profile shows their live 13F holdings alongside the reading behind their thinking.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend, chosen on merit, never paid placements. Nothing here is investment advice — always do your own research.