Investor Education
Resources
Successful investing requires a multidisciplinary approach. Below you will find curated reading lists and resources organized into skill tracks, each covering a distinct discipline essential to intelligent capital allocation.
Whether you are analyzing financial statements, studying market history, or building quantitative models, these resources will help you develop the intellectual frameworks needed to make sound investment decisions.
Ancient Wisdom & Virtues
Timeless principles from religious and philosophical texts that inform ethical wealth-building and stewardship.
Explore TrackAccounting Fundamentals
Master the language of business. Learn to read financial statements and understand how companies report their performance.
Explore TrackValue Investing
The methodology of Graham, Buffett, and Munger. Learn to identify undervalued securities with a margin of safety.
Explore TrackVenture Capital
Startup investing and the technology ecosystem. Understand power law returns and how VCs evaluate opportunities.
Explore TrackForensic Accounting & Fraud
Detect financial manipulation and understand regulatory frameworks. Learn from famous fraud cases.
Explore TrackEconomic Theory & Schools of Thought
From Adam Smith to Thomas Piketty. Understand the intellectual foundations of economic thinking.
Explore TrackGame Theory & Strategic Thinking
Nash equilibrium, decision theory, and strategic interaction. The mathematics of competition and cooperation.
Explore TrackQuantitative Finance
Mathematics, statistics, and algorithmic trading. The analytical toolkit for systematic investing strategies.
Explore TrackPrivate Equity & Investment Banking
LBOs, M&A, and deal-making. The mechanics of financial engineering and corporate transactions.
Explore TrackThe Technology Foundation
Computer Science & Programming
Modern investing increasingly requires programming skills. Python has become the lingua franca of quantitative finance, data analysis, and automation. Learning to code will amplify your capabilities across every skill track.
Start with Automate the Boring Stuff with Python (free online) and Python.org.
Artificial Intelligence in Investing
AI is transforming financial analysis, from processing earnings calls to analyzing satellite imagery. Understanding and leveraging AI tools will be increasingly important for investors at all levels.
Experiment with AI tools for research, analysis, and staying current with rapidly evolving capabilities. The investors who adapt will have significant advantages.