17 的前言作者提到:”Books on the financial markets . . . I must have 1200 of them in my personal library alone.“
18 的作者引用 Charlie Munger 的话:"
I have said that in my whole life, I ’ ve known no wise person over a
broad subject matter area who didn ’ t read all the time — none, zero.
Now I know all kinds of shrewd people who by staying within a narrow
area can do very well without reading. But investment is a broad area.
So if you think you ’ re going to be good at it and not read all the time,
you have a different idea than I do . . . . You ’ d be amazed at how much
Warren [Buffett] reads. You ’ d be amazed at how much I read."
19 的作者,Barton Biggs:“The successful macro investor must be some magical mixture of an acute analyst, an investment scholar, a listener, a historian, a river boat gambler, and be a voracious reader. Reading is crucial.”
读的多,也要分类总结,用批判的眼光,要取其精华,去其糟粕才能成为对自己有用的东西。
Michael Burry:“My problem is I’ve read way too much. One book stated, “If you’re not a voracious reader, you’ll probably never be a great investor.” But sometimes I wish I had a more focused knowledge base so that my investment strategy wouldn’t get all cluttered up.”