Reading List.

At Lough Shore Investments, we believe in continuous learning and personal development. That’s why we’ve put together a list of books that have inspired and influenced us over the years.

Good to Great

By Jim Collins

Can a good company become a great one? If so, how?

After a five-year research project, Jim Collins concludes that good to great can and does happen. In this book, he uncovers the underlying variables that enable any type of organisation to make the leap from good to great while other organisations remain only good. Rigorously supported by evidence, his findings are surprising – at times even shocking – to the modern mind.

Good to Great achieves a rare distinction: a management book full of vital ideas that reads as well as a fast-paced novel. It is widely regarded as one of the most important business books ever written.

The Trillion Dollar Coach

By Eric Schmitt

Bill Campbell played an instrumental role in the growth of several prominent companies, such as Google, Apple, and Intuit, fostering deep relationships with Silicon Valley visionaries, including Steve Jobs, Larry Page, and Eric Schmidt. In addition, this business genius mentored dozens of other important leaders on both coasts, from entrepreneurs to venture capitalists to educators to football players, leaving behind a legacy of growing companies, successful people, respect, friendship, and love after his death in 2016.

Leaders at Google for over a decade, Eric Schmidt, Jonathan Rosenberg, and Alan Eagle experienced firsthand how the man fondly known as Coach Bill built trusting relationships, fostered personal growth – even in those at the pinnacle of their careers – inspired courage, and identified and resolved simmering tensions that inevitably arise in fast-moving environments. To honor their mentor and inspire and teach future generations, they have codified his wisdom in this essential guide.

Based on interviews with over eighty people who knew and loved Bill Campbell, Trillion Dollar Coach explains the Coach’s principles and illustrates them with stories from the many great people and companies with which he worked. The result is a blueprint for forward-thinking business leaders and managers that will help them create higher performing and faster moving cultures, teams, and companies.

The Goal

By Eli Goldratt

Alex Rogo is a harried plant manager working ever more desperately to try and improve performance. His factory is rapidly heading for disaster. So is his marriage. He has ninety days to save his plant – or it will be closed by corporate HQ, with hundreds of job losses. It takes a chance meeting with a colleague from student days – Jonah – to help him break out of conventional ways of thinking to see what needs to be done.

Described by Fortune as a ‘guru to industry’ and by Businessweek as a ‘genius’, Eliyahu M. Goldratt was an internationally recognized leader in the development of new business management concepts and systems. This 20th anniversary edition includes a series of detailed case study interviews by David Whitford, Editor at Large, Fortune Small Business, which explore how organizations around the world have been transformed by Eli Goldratt’s ideas.

The story of Alex’s fight to save his plant contains a serious message for all managers in industry and explains the ideas which underline the Theory of Constraints (TOC) developed by Eli Goldratt. Written in a fast-paced thriller style, The Goal is the gripping novel which is transforming management thinking throughout the Western world. It is a book to recommend to your friends in industry – even to your bosses – but not to your competitors!

Critical Chain

By Eli Goldratt

This fast-paced business novel does for project management what The Goal and It’s Not Luck have done for production and marketing. Goldratt‘s novels have traditionally slain sacred cows and delivered new ways of looking at processes which seem like common sense once you read them. Critical Chain is no exception. In perhaps Eli‘s most readable book yet, two of the established principles of project management, the engineering estimate and project milestones, are found wanting and dismissed, and other established principles are up for scrutiny – as Goldratt once more applies his Theory of Constraints. The approach is radical, yet clear, understandable and logical. New techniques are introduced, and Project Buffers, Feeding Buffers, Limit Multitasking, Improved Communications and Correct Measurements make them work. Goldratt even handles the complicated statistics of dispersed variability versus accumulated variability so deftly you won‘t even be aware of learning about them – they ll just seem like more common sense! Critical Chain is critical reading for anyone who deals with projects. If you use block diagrams, drawings or charts to keep track of your activities, you are managing a project – and this book is for you.

Poor Charlie’s Almanac

By Charlie Munger

Poor Charlie’s Almanack: The Wit and Wisdom of Charles T. Munger Forward by Warren E. Buffett Edited by Peter D. Kaufman [ Authorized Chinese translation ] From 1733 to 1758, Ben Franklin dispensed useful and timeless advice through Poor Richard’s Almanack. Among the virtues extolled were thrift, duty, hard work, and simplicity. Subsequently, two centuries went by during which Ben’s thoughts on these subjects were regarded as the last word. Then Charlie Munger stepped forth. – Warren Buffett From the Foreword to Poor Charlie’s Almanack

The Dictators Handbook

By Bruce Bueno de Mesquita and Alastair Smith

For eighteen years, Bruce Bueno de Mesquita and Alastair Smith have been part of a team revolutionizing the study of politics by turning conventional wisdom on its head. They start from a single assertion: Leaders do whatever keeps them in power. They don’t care about the national interest”,or even their subjects,unless they have to. This clever and accessible book shows that the difference between tyrants and democrats is just a convenient fiction. Governments do not differ in kind but only in the number of essential supporters, or backs that need scratching. The size of this group determines almost everything about politics: what leaders can get away with, and the quality of life or misery under them. The picture the authors paint is not pretty. But it just may be the truth, which is a good starting point for anyone seeking to improve human governance.

A Man for all Markets

By Edward O. Thorp

The incredible true story of the card-counting mathematics professor who taught the world how to beat the dealer and, as the first of the great quantitative investors, ushered in a revolution on Wall Street.

A child of the Great Depression, legendary mathematician Edward O. Thorp invented card counting, proving the seemingly impossible: that you could beat the dealer at the blackjack table. As a result he launched a gambling renaissance. His remarkable success–and mathematically unassailable method–caused such an uproar that casinos altered the rules of the game to thwart him and the legions he inspired. They barred him from their premises, even put his life in jeopardy. Nonetheless, gambling was forever changed.

Thereafter, Thorp shifted his sights to “the biggest casino in the world” Wall Street. Devising and then deploying mathematical formulas to beat the market, Thorp ushered in the era of quantitative finance we live in today. Along the way, the so-called godfather of the quants played bridge with Warren Buffett, crossed swords with a young Rudy Giuliani, detected the Bernie Madoff scheme, and, to beat the game of roulette, invented, with Claude Shannon, the world’s first wearable computer.

Here, for the first time, Thorp tells the story of what he did, how he did it, his passions and motivations, and the curiosity that has always driven him to disregard conventional wisdom and devise game-changing solutions to seemingly insoluble problems. An intellectual thrill ride, replete with practical wisdom that can guide us all in uncertain financial waters, A Man for All Markets is an instant classic–a book that challenges its readers to think logically about a seemingly irrational world.

Algorithms to Live by: The Computer Science of Human Decisions

By Brian Christian and Tom Griffiths

An exploration of how computer algorithms can be applied to our everyday lives to solve common decision-making problems and illuminate the workings of the human mind.

What should we do, or leave undone, in a day or a lifetime? How much messiness should we accept? What balance of the new and familiar is the most fulfilling? These may seem like uniquely human quandaries, but they are not. Computers, like us, confront limited space and time, so computer scientists have been grappling with similar problems for decades. And the solutions they’ve found have much to teach us.

In a dazzlingly interdisciplinary work, Brian Christian and Tom Griffiths show how algorithms developed for computers also untangle very human questions. They explain how to have better hunches and when to leave things to chance, how to deal with overwhelming choices and how best to connect with others. From finding a spouse to finding a parking spot, from organizing one’s inbox to peering into the future, Algorithms to Live By transforms the wisdom of computer science into strategies for human living.

MEMOs from the Chairman

By Ace Greenberg

Alan C. Greenberg, the former chairman of Bear, Stearns, and a celebrated philanthropist, was known throughout the financial world for his biting, quirky but invaluable and wise memos. Read by everyone from Warren Buffett to Jeff Bezos to Tom Peters (“I love this book,” the coauthor of In Search of Excellence said), Greenberg’s MEMOS FROM THE CHAIRMAN comprise a unique-and uniquely simple-management philosophy. Make decisions based on common sense. Avoid the herd mentality. Control expenses with unrelenting vigil. Run your business at the highest level of morality. Free your motivated, intelligent people from the chain of command. Always return phone calls promptly and courteously. Never believe your own body odor is perfume. And stay humble, humble, humble.

Mastery

By Robert Greene

Around the globe, people are facing the same problem – that we are born as individuals but are forced to conform to the rules of society if we want to succeed. To see our uniqueness expressed in our achievements, we must first learn the rules – and then how to change them completely.

Charles Darwin began as an underachieving schoolboy, Leonardo da Vinci as an illegitimate outcast. The secret of their eventual greatness lies in a ‘rigorous apprenticeship’: by paying close and careful attention, they learnt to master the ‘hidden codes’ which determine ultimate success or failure. Then, they rewrote the rules as a reflection of their own individuality, blasting previous patterns of achievement open from within.

Told through Robert Greene’s signature blend of historical anecdote and psychological insight and drawing on interviews with world leaders, Mastery builds on the strategies outlined in The 48 Laws of Power to provide a practical guide to greatness – and how to start living by your own rules.

Influence: Science and Practice

By Robert Cialdini

Influence: Science and Practice is an examination of the psychology of compliance (i.e. uncovering which factors cause a person to say “yes” to another’s request).

Written in a narrative style combined with scholarly research, Cialdini combines evidence from experimental work with the techniques and strategies he gathered while working as a salesperson, fundraiser, advertiser, and in other positions inside organizations that commonly use compliance tactics to get us to say “yes.” Widely used in classes, as well as sold to people operating successfully in the business world, the eagerly awaited revision of Influence reminds the reader of the power of persuasion.

Cialdini organizes compliance techniques into six categories based on psychological principles that direct human behavior: reciprocation, consistency, social proof, liking, authority, and scarcity.

The Dao of Capital: Austrian Investing in a Distorted World

By Mark Spitznagel

In The Dao of Capital, hedge fund manager and tail-hedging pioneer Mark Spitznagel―with one of the top returns on capital of the financial crisis, as well as over a career―takes us on a gripping, circuitous journey from the Chicago trading pits, over the coniferous boreal forests and canonical strategists from Warring States China to Napoleonic Europe to burgeoning industrial America, to the great economic thinkers of late 19th century Austria. We arrive at his central investment methodology of Austrian Investing, where victory comes not from waging the immediate decisive battle, but rather from the roundabout approach of seeking the intermediate positional advantage (what he calls shi), of aiming at the indirect means rather than directly at the ends. The monumental challenge is in seeing time differently, in a whole new intertemporal dimension, one that is so contrary to our wiring.

Spitznagel is the first to condense the theories of Ludwig von Mises and his Austrian School of economics into a cohesive and―as Spitznagel has shown―highly effective investment methodology. From identifying the monetary distortions and non-randomness of stock market routs (Spitznagel’s bread and butter) to scorned highly-productive assets, in Ron Paul’s words from the foreword, Spitznagel “brings Austrian economics from the ivory tower to the investment portfolio.”

The Dao of Capital provides a rare and accessible look through the lens of one of today’s great investors to discover a profound harmony with the market process―a harmony that is so essential today.

Range: Why Generalists Triumph in a Specialized World

By David Epstein

The essential guide to improving your performance, and a powerful playbook for success in any field: develop range while everyone around you is rushing to specialize.

You may have been taught that success in any field requires early specialization, and 10,000 hours of deliberate practice. If you only dabble or delay, you’ll never catch up with those who got a head start. This is completely wrong.

In this landmark book, David Epstein shows you that the way to succeed is by sampling widely, gaining a breadth of experiences, taking detours, experimenting relentlessly and juggling many interests.

Studying the world’s most successful athletes, artists, musicians, inventors and scientists, Epstein demonstrates how generalists often find their path relatively late, and they juggle many interests rather than focusing on one.

Range has challenged the status quo, reshaped career paths, inspired parents and changed lives. Read it to learn how to be more creative, more agile, and more capable of making the connections that your more specialized peers cannot see.