查理 芒格的读书单

清修

查理 芒格的读书单

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   新的一年让我们从读书开始吧！
   芒格说：“在这投资领域中，若没做过扎实的阅读工夫，我不认为你可以成为真正优秀的投资人，而我也不认为有哪一本书可以为你做到这些。” 在阅读中，建立自己的“思维模式格栅”，这需要大量阅读数学、生物学、物理学、社会学、心理学、哲学和文学等各学科及相关学科中著名科学家的重要著述，了解并熟悉书中介绍的核心概念，将不同学科的思考模式联系起来并融会贯通。同时，将这些理论应用到投资上去，进行正确思考和独立思考，进而聪明地投资，从而取得最佳投资回报。
　　芒格说：“我想自己不是受到良好教育的典范，我是自己学会通过阅读而获取自己想要的信息的。我一生中常常如此。我经常是更喜欢已经作古的杰出导师而不喜欢仍在人世的老师。”
　　如果你想得到智慧，你需要安静地坐下来读书，这就是智慧的来源。

清修

　　在每年的Berkshire Hathaway、Wesco股东大会和演讲中，芒格都会推荐一些书籍，现将有关书籍、出处及评论整理如下：
　　一、传记类
　　芒格十分喜欢读传记。芒格说：“我认为，如果你想把一些伟大的有用的思想教给人们的话，传记是一种更易于使人们将思想创立者的生活与人格联系在一起的方式。如果你同亚当•斯密交朋友，你会把经济学学得更好。“同那些已经过世的伟人交朋友”这听起来很荒唐。但是如果你一生中总是与那些有远见卓识的故人交友的话，那么你将生活得更好，更有教养。这比仅仅讲一些大道理强多了。”
　　1、《富兰克林自传》，The Autobiography of Benjamin Franklin
　　2、《富兰克林》，Benjamin Franklin by Carl Van Doren. Penguin USA, June 23,1994
　　Charlie Munger also recommended reading "anythingabout his personal hero, Benjamin Franklin." - 1998 BerkshireHathaway Annual Meeting
　　3、《穷查理宝典》，Poor Charlies′Almanack by Peter Kaufman（彼得•考夫曼）(2005)
　　4、《爱因斯坦：生活与宇宙》，Einstein:His Life and Universe by WalterIsaacson， 2007 WESCO Annual Meeting
　　I’ve read all the Einstein biographies, and this is by farthe best a very interesting book.
　　5、《我生活的种种模式》,Models of My Life by Herb Simon（赫伯特.亚历山大.西蒙），2001 Berkshire Hathaway AnnualMeeting
　　诺贝尔经济学奖获得者中惟一的管理学家。
　　6、《约翰.亚当斯》，Biography of John Adams by davidmccullough
　　7、《约翰逊传, 通向权力之路,参院之主>,The Path to Power (The Years ofLyndon Johnson, Volume 1) (Robert Caro罗伯特•卡洛)
　　I loved Caro’s book – I thought it was very welldone. I think reading his biography on LBJ is very important foranyone who wants a view into the human condition. LBJ never toldthe truth when a lie would be better. This is the way he wentthrough life. He had a high intellect and extraordinary energy anddid a lot of good along with the bad. I’m not sure he didn’t domore good than bad. But I think it’s an appalling life to lie asmuch as LBJ. What I said at Berkshire meeting about the robberbarons applies here: “When he’s talking, he’s lying, and when he’squiet, he’s stealing.” Charlie Munger, 2004 Wesco AnnualMeeting
　　8、《安德鲁.卡耐基》，Andrew Carnegie by Joseph FrazierWall（约瑟夫.弗雷泽.沃）， 2003 WESCO Annual Meeting
　　9、《洛克菲勒:一个关于财富的神话》，Titan: The Life of John D. Rockefeller, Sr. by RonChernow(罗恩•切尔诺), 1999 Berkshire Hathaway AnnualMeeting
　　I must confess that I am a hopeless lover ofbiographies and autobiographies. With that caveat in mind I foundthis book on the life of Mr. Rockefeller intriguing. The life helived, the company he created, and his management style are allworth studying. I also found it an interesting case study onmonopolies and I found myself contrasting the situations ofStandard Oil and Microsoft often.
　　10、《比尔‧盖兹与微软帝国的创建》，Hard Drive: Bill Gates and the Making of the MicrosoftEmpire by James Wallace and Jim Erickson（华莱士与艾瑞克森）.
　　"I think Bill Gates' biography, is a very usefulbook. You really get a feeling for what it took to write and sellsoftware in the software revolution." -June 30, 1993 - Wesco AnnualMeeting
　　11、Les Schwab Pride in Performance:Keep It Going byLes Schwab ，2004 Berkshire Hathaway AnnualMeeting.
　　Les Schwab autobiography which gives a very goodidea on small business compensation plans."
　　"If you want to read one book, read theautobiography of Les Schwab. He ran tire shops in the Midwest andmade a fortune by being shrewd in a tough business by having goodsystems…He made hundreds of millions selling tires" Charlie Munger,2004 Berkshire Hathaway Annual Meeting.
　　12、《购并霸业：时代华纳总裁史蒂夫•罗斯传》Master of the Game:Steve Ross and the Creation ofTime Warner"by Connie Bruck. June 23, 1994

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   二、自然科学类
　　芒格还十分喜欢科普读物，特别是关于进化论方面的内容。在1997 Berkshire Hathaway股东大会上，芒格说：“在投资上，生物学上的原因能够帮助预测商业进化过程的结果，商业和生物进化有很多相似性。”
　　13、《物种起源》，The Origin of Species by Charles Darwin
　　"Charlie Munger recommends reading "anything byDarwin."
　　14、Darwin's Blind Spot: Evolution Beyond NaturalSelection by Frank Ryan. 2003 Berkshire Hathaway AnnualMeeting
　　15、《第三种猩猩：人类的身世与未来》，The Third Chimpanzee by Jared Diamond(戴蒙德), 1992 Berkshire Hathaway AnnualMeeting
　　16、《基因组：一个物种的23章自传》，Genome: The Autobiography of a Species in 23Chapters by Matt Ridley，马特.里德尔
　　"Genome which is the history of a species in 23chapters, is a perfectly amazing book -- and very interesting."Charlie Munger - 2001 Berkshire Hathaway AnnualMeeting
　　17、《自私的基因》，The Selfish Gene by Richard Dawkins（理查德•道金斯）;
　　One fabulous book is The Selfish Gene, whichprovides basic insights on human conditions."" - 2000 Wesco AnnualMeeting
　　18、《盲眼钟表匠》，The Blind Watchmaker : Why the Evidence of EvolutionReveals a Universe Without Design" by RichardDawkins（理查德•道金斯）. August 8, 1996
　　19、《温度，决定一切》，A Matter of Degrees: What Temperature Reveals About thePast and Future of Our Species, Planet, and Universe by Ginosegre（基诺•沙格瑞）
　　"A Matter of Degrees, by physicist named Segre, isa perfectly marvelous book. Not a book you can go through at 90mph, but if you parse through it slowly, you'll get a lot out ofit. You'll get a lot of hours per dollar if you use it right." 2003Wesco Annual Meeting.
　　20、《语言本能》，TheLanguage Instinct: How the Mind Creates Language by StevenPinker(史蒂芬•平克), March 13, 1998
　　21、"No Two Alike: Human Nature and HumanIndividuality" by Judith Rich Harris. Poor Charlie'sAlmanack
　　22、《冰河世纪》，Ice Age by John & MaryGribbin（约翰.葛瑞宾和玛丽.葛瑞宾）
　　"Best work of science exposition and history thatI've read in many years!" - (from the back cover of thebook)
　　"I recommend Ice Age, which traces the pasthistory of glaciation. It's the best book of scientific explanationI've ever read." - 2002 Wesco Annual Meeting。
　　23、《深奥的简洁:从混沌、复杂到地球生命的起源》,
　　Deep Simplicity: Bringing Order to Chaos andComplexity by John Gribbin（约翰•葛瑞宾）；
　　"Not everyone will like Deep Simplicity. It′spretty hard to understand everything, but if you can′t understandit, you can always give it to a more intelligent friend." 2004Wesco Annual Meeting。
　　24、The Martian of Science:Five Physicists Who Changedthe Twentieth Century by Peter Bevelin（彼得•贝弗林，《寻找智慧：从达尔文到芒格》的作者），2007WESCO Annual Meeting
　　25、《三个科学家和他们各自的上帝：在信息时代寻找生命的意义》，Three Scientists and Their Gods: Looking For Meaning in AnAge of Information by Robert Wright,，Robert Wright（罗伯特.怀特），
　　"It's a very interesting book for a certainacademic type". - 2001 Berkshire Hathaway AnnualMeeting

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   三、 社会科学类
　　芒格认为挑选股票是处世艺术的一个分支，要将投资视为处世能力的一部分来理解。芒格不但十分喜欢在历史传统等方面对国家的兴衰贫富演变作了精湛而深刻的分析的书籍，而且十分喜欢经济学，特别是认为经济学是“the queen of the soft sciences in manyrespects”,因此，他推荐了一些社会发展史、心理学、管理学或者综合学科的著作。
　　27、《炮炮、病菌与钢铁-人类社会的命运》,
　　Guns, Germs,gun and Steel: The Fates of HumanSocieties by Jared Diamond(戴蒙德)，
　　"...books like Guns, Germs, and Steel, don't comealong very often."， 2000 Berkshire Hathaway Annual Meeting. CharlieMunger liked the book because Diamond is "always asking WHY ?" -1998 Berkshire Hathaway Annual Meeting.
　　28、《生活在极限之内：生态学、经济学和人口禁忌》，Living Within Limits : Ecology, Economics, and PopulationTaboos by Garrett Hardin (加勒特.哈丁)
　　I recommend that everyone read the last book byGarrett Hardin--Living Within Limits. It is a summary of the majorthings Hardin has learned in a lifetime. He is a real thinker. Thatis a fabulous book." (June 30, 1993)
　　Garrett Harden "was 78 years old when he wrote it.I advise you to read it twice (which I did)...because it is thecondensed wisdom of a very smart man." , 1997 Wesco AnnualMeeting.
　　29、《苏格兰人如何发明现代世界：西欧最穷的国家如何创造了世界》，How the Scots Invented the Modern World: The True Story ofHow Western Europe's Poorest Nation Created Our World andEverything in It by Arthur Herman(亚瑟•赫尔曼),
　　"I also recommend How the Scots Invented theModern World: The True Story of How Western Europe's Poorest NationCreated Our World and Everything in It, about how a small group ofpeople flourished." - 2002 Wesco Annual Meeting

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　　30、《国富国穷》，The Weath and Poverty of Nations:Why Some Are So RichandSome So Poor，by David S. Landes（戴维.S.兰德斯），1999 Berkshire Hathaway AnnualMeeting
　　This important book examines how wealth andculture intertwine over time and the effects both can have onnations. It provides a thoughtful, rational explanation of whyvarious cultures that possess certain advantages never have becomeworld powers. It also examines why certain countries have become sosuccessful and why others have fallen. Everyone should study thereasons why certain countries have been successful and others havenot so we can learn from those challenges and not be doomed torepeat the same mistakes
　　31、《影响力》，Influence: The Psychology of Persuasion by Robert B.Cialdini(2000)；"This program will help executives make betterdecisions and use their influence wisely . . . Robert Cialdini hashad a greater impact on my thinking on this topic than any otherscientist."
　　32、《活出意义来》，Man's Search for Meaning ：Experiences in the Concentration Camp by Viktor E.Frankl（维克多•弗兰克）.
　　33、《管理决策中的判断》，Judgment in Managerial Decision Making by Max H.Bazerman（马克斯•巴泽曼）, 1995 Berkshire Hathaway AnnualMeeting
　　34、《毫不退让地赢得谈判——哈佛谈判法》（Getting to Yes：Negotiating Agreement Without GivingIn），作者罗杰.费雪（Roger Fisher），威廉.尤里（William Ury）和布鲁斯.帕顿（Bruce Patton）
　　35、《只有偏执狂才能存》,Only the Paranoid Survive by Andy Grove（安迪.格鲁夫）
　　36、《成事在人:关键时刻发挥领导和合作的效力》，
　　Getting It Done: How to Lead When You're Not inCharge by Roger Fisher and Alan Sharp(夏普/费希尔)
　　"This book is must reading for those seeking tomaximize their contribution to the constructive work of the world."- (from the back cover of the book)
　 37、《异类：不一样的成功启示录》（outliers）,作者是马尔科姆•格拉德威尔(Malcolm Gladwell)

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   四、财经类
　　芒格说：“我想我和巴菲特从一些好的商业杂志中得到的比从其它地方多，阅读每一期各类的企业报导，便能轻松且快速地获得各种企业经验，而且如果你能养成一种思考习惯，将所读到的内容与这些想法的基本架构结合在一起，你可以逐渐累积一些投资智慧。”在投资理论上，芒格推荐了一些股票投资方面的书籍，还推荐了一些有关公司丑闻的书籍。
　　38、《聪明的投资者》,The Intelligent Investor by BenjaminGraham(本杰明•格雷厄姆)
　　39、《证券分析》,Security Analysis by Benjamin Graham(本杰明•格雷厄姆)
　　the single greatest book on investing in myopinion
　　40、《价值再发现--走进投资大师本杰明》，The Rediscovered Benjamin Graham ：Selected Writings of the Wall Street Legend byJanet lowe（珍妮特•洛尔）
　　Views on Ben Graham's Ideas :The idea of a marginof safety, a Graham precept, will never be obsolete. The idea ofmaking the market your servant will never be obsolete. The idea ofbeing objective and dispassionate will never be obsolete. So Grahamhad a lot of wonderful ideas.
　　I liked Graham, and he always interested andamused me. But I never had the worship for buying the stocks hedid. So I don't have the worship for that Warren does. I picked upthe ideas, but discarded the practices that didn't suit me. I don'twant to own bad businesses run by people I don't like and say, "nomatter how horrible this is to watch, it [the stock] will bounce by25%." I'm not temperamentally attracted to it.
　　41、《怎样选择成长股》,Common Stocks and Uncommon Profits ,Conservative InvestorsSleep Well,Developing an Investment Philosophy PhilFisher(费舍尔)
　　The one of the all-time great books on investingin my opinion
　　Phil Fisher believed in concentrated investing andknowing a lot about your companies -- it's in our playbook, whichis partly because we learned from him.
　　42、Invest the Buffett Way by RichRockwood
　　43、《巴菲特的投资组合》，The Warren Buffet Portfolio by RobertHagstrom（罗伯特?哈格斯特朗）
　　44、《财富公式：玩转拉斯维加斯和华尔街的故事》,Fortune Formula: The Untold Story of the ScientificBetting System That Beat the Casinos and Wall Street by WilliamPoundstone(威廉•庞德斯通)
　　I like that book that I recommended [a while ago]in which the guy that explained all of these weird guys at thehorse races – a value investing thing with a lot of math in it.It’s a very worthy book and you all ought to read it. 2006 WESCOAnnual Meeting
　　45、《诚信的背后：华尔街圈钱游戏的真相》（也译为泥鸽靶），F.I.A.S.C.O: The inside story of a Wall Street Trader byFrank Partnoy;
　　(...) Read the book “F.I.A.S.C.O.”, by lawprofessor and former derivatives trader Frank Partnoy, an insideraccount of depravity in derivative trading at one of the biggestand best regarded Wall Street firms. The book will turn yourstomach. - 10/2003
　　46、《愚者的阴谋》，Conspiracy of Fools: A True Story" by Kurt Eichenwald, 2005WESCO Annual Meeting
　　"... that Enron book is really worth readingbecause the evil is so extreme. You see people getting sucked in bythe evil around them. You just learn so much." Charlie Munger, 2007Wesco Annual Meeting.
　　47、《门口的野蛮人》，Barbarians at the Gate: The Fall of RJR Nabisco by BryanBurrough & John Helyar. 1992 Berkshire HathawayAnnual Meeting
　　48、《贼巢》，Den of Thieves by James B.Stewart（詹姆斯•B•斯图尔特）. 1992 Berkshire Hathaway AnnualMeeting

dlhk78

我也想了解，谢谢发帖的人












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yanxyan

这么多书，耐心收集，好好读书