The Most Important Thing
plannedHoward Marks
Marks on risk, cycles and second-level thinking, distilled from the Oaktree memos.
Chapters not yet authored — listed for reference.
Seeking Wisdom
plannedPeter Bevelin
Munger's mental models, organised properly — a map of the biases and models that recur across the syllabus.
Chapters not yet authored — listed for reference.
Radical Uncertainty
plannedJohn Kay & Mervyn King
The mature version of Taleb's argument, without the abrasion — decision-making when the future is genuinely unknowable, not merely risky.
Chapters not yet authored — listed for reference.
The Davis Dynasty
plannedJohn Rothchild
Three generations of compounding — and the finding that structure and behaviour mattered more than stock selection.
Chapters not yet authored — listed for reference.
100 Baggers
plannedChristopher Mayer
What the rare hundred-fold winners had in common — reinvestment runway, durable returns, and the patience to hold.
Chapters not yet authored — listed for reference.
The (Mis)behavior of Markets
plannedBenoit Mandelbrot
Why the standard risk models understate tail risk — Taleb's intellectual source. Promote to a full guide only if the fractal-markets argument earns chapter depth beyond the 'fat tails' principle.
Chapters not yet authored — listed for reference.
Fooled by Randomness
plannedNassim Taleb
Luck-versus-skill, survivorship, alternative histories. Note: its core ideas already run through the syllabus and the Taleb principles — extract as principles first; build the guide only if it adds argument the modules do not carry.
Chapters not yet authored — listed for reference.