Paul,
You and I have some overlap especially with John Train, Fisher (both Father & Son), and Loeb (that is a name that I haven't heard in a while).
If you are really interested in Investment Psychology, I would strongly urge you to read Dreman and, if you can find a copy, read "Psychology and the Stock Market" by Dreman. I believe it was published in 77/78, but it is truly an interesting book. Dreman describes several asset bubbles from a historical context. For example, I learned about a Real Estate Bubble in Florida back in the mid 20s. Can you believe people were actually buying swampland?
Greenblatt's, "You Can Be a Stock Market Genus" is a great book. You have to read it b/c its message can never be "arbitraged" away.
As for my current reading, I'm no longer focusing on "investing" per se, but more on general theories as to how things work.
Regards. |
