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Tren Griffin

Writer of the 25iq blog on investing, business and technology, and author of Charlie Munger: The Complete Investor.

9 things

Shoe DogBook Phil Knight

loved

The best book I have read about being an entrepreneur is Shoe Dog by Nike founder Phil Knight. If you are interested in business and have not read this book, what exactly are you reading?

An aside in Griffin’s post drawing business lessons from Tupac Shakur, on being fearless.

2018-08-18·25iq.com ↗

The Messy MiddleBook Scott Belsky

loved

I was up very late last night reading a great book that will appear in stores soon written by Scott Belsky entitled The Messy Middle that explains why this passion is required.

Griffin’s commentary in a post on Elad Gil, about founders needing passion for the business they build.

2018-07-28·25iq.com ↗

The Devil’s Financial DictionaryBook Jason Zweig

loved

Janson Zweig has written a wonderful book entitled The Devil’s Financial Dictionary in the style of Bierce that is both entertaining and educational.

Griffin’s post on Ambrose Bierce; he points to Zweig’s book as the modern equivalent. The page misspells Zweig’s first name.

2017-05-06·25iq.com ↗

The Success EquationBook Michael Mauboussin

loved

Asking me to select my favorite book written by Michael Mauboussin is like asking me to pick my favorite child. I love them all the same. But if I had to choose one book it would probably be The Success Equation.

Griffin’s whole post is about applying the ideas in Mauboussin’s book; this is how he opens it.

2016-10-01·25iq.com ↗

Margin of SafetyBook Seth Klarman

loved

I have previously written a blog post on Seth Klarman that included some quotes from his excellent book Margin of Safety.

Griffin applies Klarman’s margin-of-safety idea to voting, and points readers at the book itself.

2016-09-24·25iq.com ↗

The Devil’s Financial DictionaryBook Jason Zweig

loved

One of my favorite writers, Jason Zweig of the Wall Street Journal, is the author of the newly published and wonderful book: The Devil’s Financial Dictionary.

Griffin’s own venture-capital devil’s dictionary, written in tribute to Zweig’s book.

2016-07-03·25iq.com ↗

Zero to OneBook Peter A. Thiel

loved

Peter Thiel described the period well when he wrote in his excellent book Zero to One:

Griffin introduces a Thiel quote while telling a short-selling story from the 1990s in his Jim Chanos post.

2016-01-09·25iq.com ↗

Investing: The Last Liberal ArtBook Robert Hagstrom

loved

The best book on this is by Robert Hagstrom entitled: Investing: The Last Liberal Art.

Griffin’s commentary on Munger’s "lattice of mental models" idea in a post about Ben Carlson.

2015-04-18·25iq.com ↗

The Success EquationBook Michael Mauboussin

loved

The very best books on this topic have been written by Michael Mauboussin, including The Success Equation.

Griffin’s commentary on a Morgan Housel line about telling luck from skill.

2015-03-14·25iq.com ↗

The Misbehavior of MarketsBook Benoit Mandelbrot and Richard Hudson

recommended

Mandelbrot and Richard Hudson are the authors of the influential book The Misbehavior of Markets: A Fractal View of Financial Turbulence. I suggest you read this book for yourself (even though it is not an easy book to read).

The opening of Griffin’s post explaining Mandelbrot’s ideas about markets.

2017-12-09·25iq.com ↗

The Most Important ThingBook Howard Marks

recommended

When I am asked by someone what book they should read first to learn about investing I often suggest Howard Marks’ The Most Important Thing

The opening line of Griffin’s post applying the lessons of Marks’s book.

2016-09-17·25iq.com ↗

Every entry is a verbatim quote and a link to the public post it came from. Nothing is paraphrased. If it is not on record somewhere public, it is not here.

The verdict is what they actually said: loved and liked are explicit; recommended means they told others to get it; uses means they only say they use it; read is a book on their public shelf with no verdict; mixed and disliked are kept too.

A dashed affiliate link, sponsored or their own label means the post disclosed a relationship. It is shown, never hidden.

The shading behind a date shows how dated a recommendation is for its kind of thing.

The shading behind a date shows how dated a recommendation is, for its kind of thing. Fully green is recent. It drains a quarter at a time as the post gets older, and is empty once it reads as dated.

What counts as old depends on the thing. A laptop praised four years ago has been replaced twice; a book loved twenty years ago is probably still loved. The shading is gone after about:

Stripes mean the post carries no date and the date shown is an estimate. No date at all, no shading.