A curated library of investment wisdom, philosophical insights, and cross-disciplinary thinking. Organized by domain, updated continuously.
Topic Hubs
- Investing Discipline — risk, patience, evidence, cycles, and investment temperament.
- Mental Models — Munger, inversion, character, philosophy, and reusable judgment.
Investing & Markets
The Masters
- Charlie Munger — Multidisciplinary thinking, mental models, rationality as moral duty. Poor Charlie's Almanack
- Warren Buffett — Circle of competence, margin of safety, long-term compounding. Annual letters 1957-2025
- Walter Schloss — Deep value, patience, simplicity. "Factors Needed to Make Money in the Stock Market" (1994)
- Howard Marks — Second-level thinking, risk, market cycles. Oaktree memos
- John Templeton — Contrarian investing, global perspective, 16 rules for investment success
- Benjamin Graham — Mr. Market, margin of safety, The Intelligent Investor
Methodology
- Wyckoff Method — Accumulation/distribution, composite operator, price-volume analysis
- Technical Analysis — Dow Theory, Elliott Wave, Ichimoku, candlestick patterns
- Behavioral Finance — Kahneman, Taleb, cognitive biases in investing
China Markets
- 段永平 — OPPO/vivo founder, Buffett-style investing in China context
- 李录 — Himalaya Capital, bridging Graham/Munger to China
- Macro: PBOC policy, property cycle, demographic transition
Philosophy & Ethics
- Stoicism — Marcus Aurelius Meditations, Epictetus Discourses, Seneca Letters
- Spinoza — Ethics, sub specie aeternitatis, sustine et abstine
- Kant — Categorical imperative, Critique of Practical Reason
- Condorcet — Progress, reason, Esquisse d'un tableau historique
- Adam Smith — Theory of Moral Sentiments, impartial spectator
- 陈寅恪 — 独立之精神，自由之思想. 柳如是别传
- 王阳明 — 良知, 知行合一
History & Politics
- French Enlightenment — Condorcet, Voltaire, the philosophes
- China: Modern History — Reform era, Xi era, political economy
- International Relations — US-China, South China Sea, trade dynamics
Figures
- Investment masters: Munger, Buffett, Graham, Templeton, Schloss, Marks, Pabrai, Li Lu, 段永平
- Philosophers: Spinoza, Kant, Marcus Aurelius, Epictetus, Confucius
- Historians & thinkers: 陈寅恪, 余英时, 齐邦媛, Benjamin Franklin, Dietrich Bonhoeffer
- Literary: Charles Lamb, 琦君, 史铁生, Rudyard Kipling
This library draws from a personal knowledge base of 1,100+ curated pages. New entries are added as I read, reflect, and write.