【推荐读书】查理芒格告诉我们哪些书值得一读

【推荐读书】查理芒格告诉我们哪些书值得一读

管理学大湿 欧美男星 2018-02-07 22:35:27 331

管理学大湿

管理,就在这里


  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。 

  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 "anything about his personal hero, Benjamin Franklin." - 1998 Berkshire Hathaway 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 Walter Isaacson, 2007 WESCO Annual Meeting 

  I’ve read all the Einstein biographies, and this is by far the 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 Annual Meeting 

  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 david mccullough 

  7、《约翰逊传, 通向权力之路,参院之主>,The Path to Power (The Years of Lyndon Johnson, Volume 1) (Robert Caro罗伯特•卡洛) 

  I loved Caro’s book – I thought it was very well done. I think reading his biography on LBJ is very important for anyone who wants a view into the human condition. LBJ never told the truth when a lie would be better. This is the way he went through life. He had a high intellect and extraordinary energy and did a lot of good along with the bad. I’m not sure he didn’t do more good than bad. But I think it’s an appalling life to lie as much as LBJ. What I said at Berkshire meeting about the robber barons applies here: “When he’s talking, he’s lying, and when he’s quiet, he’s stealing.” Charlie Munger, 2004 Wesco Annual Meeting 

  8、《安德鲁.卡耐基》,Andrew Carnegie by Joseph Frazier Wall(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 Ron Chernow(罗恩•切尔诺), 1999 Berkshire Hathaway Annual Meeting 

  I must confess that I am a hopeless lover of biographies and autobiographies. With that caveat in mind I found this book on the life of Mr. Rockefeller intriguing. The life he lived, the company he created, and his management style are all worth studying. I also found it an interesting case study on monopolies and I found myself contrasting the situations of Standard 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 Microsoft Empire by James Wallace and Jim Erickson(华莱士与艾瑞克森). 

  "I think Bill Gates' biography, is a very useful book. You really get a feeling for what it took to write and sell software in the software revolution." -June 30, 1993 - Wesco Annual Meeting 

  11、Les Schwab Pride in Performance:Keep It Going by Les Schwab ,2004 Berkshire Hathaway Annual Meeting. 

  Les Schwab autobiography which gives a very good idea on small business compensation plans." 

  "If you want to read one book, read the autobiography of Les Schwab. He ran tire shops in the Midwest and made a fortune by being shrewd in a tough business by having good systems…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 of Time Warner"by Connie Bruck. June 23, 1994 

  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 by Darwin." 

  14、Darwin's Blind Spot: Evolution Beyond Natural Selection by Frank Ryan. 2003 Berkshire Hathaway Annual Meeting 

  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 Annual Meeting 

  16、《基因组:一个物种的23章自传》,Genome: The Autobiography of a Species in 23 Chapters by Matt Ridley,马特.里德尔 

  "Genome which is the history of a species in 23 chapters, is a perfectly amazing book -- and very interesting." Charlie Munger - 2001 Berkshire Hathaway Annual Meeting 

  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, which provides basic insights on human conditions."" - 2000 Wesco Annual Meeting 

  18、《盲眼钟表匠》,The Blind Watchmaker : Why the Evidence of Evolution Reveals a Universe Without Design" by Richard Dawkins(理查德•道金斯). August 8, 1996 

  19、《温度,决定一切》,A Matter of Degrees: What Temperature Reveals About the Past and Future of Our Species, Planet, and Universe by Gino segre(基诺•沙格瑞) 

  "A Matter of Degrees, by physicist named Segre, is a perfectly marvelous book. Not a book you can go through at 90 mph, but if you parse through it slowly, you'll get a lot out of it. You'll get a lot of hours per dollar if you use it right." 2003 Wesco Annual Meeting. 

  20、《语言本能》, The Language Instinct: How the Mind Creates Language by Steven Pinker(史蒂芬•平克), March 13, 1998 

  21、"No Two Alike: Human Nature and Human Individuality" by Judith Rich Harris. Poor Charlie's Almanack 

  22、《冰河世纪》,Ice Age by John & Mary Gribbin(约翰.葛瑞宾和玛丽.葛瑞宾) 

  "Best work of science exposition and history that I've read in many years!" - (from the back cover of the book) 

  "I recommend Ice Age, which traces the past history of glaciation. It's the best book of scientific explanation I'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 and Complexity by John Gribbin(约翰•葛瑞宾);

  "Not everyone will like Deep Simplicity. It′s pretty hard to understand everything, but if you can′t understand it, you can always give it to a more intelligent friend." 2004 Wesco Annual Meeting。 

  24、The Martian of Science:Five Physicists Who Changed the Twentieth Century by Peter Bevelin(彼得•贝弗林,《寻找智慧:从达尔文到芒格》的作者), 2007 WESCO 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 An Age of Information by Robert Wright,,Robert Wright(罗伯特.怀特), 

  "It's a very interesting book for a certain academic type". - 2001 Berkshire Hathaway Annual Meeting 

  一、 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 many respects”,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 Human Societies by Jared Diamond(戴蒙德), 

  "...books like Guns, Germs, and Steel, don't come along very often.", 2000 Berkshire Hathaway Annual Meeting. Charlie Munger 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 Population Taboos by Garrett Hardin (加勒特.哈丁) 

  I recommend that everyone read the last book by Garrett Hardin--Living Within Limits. It is a summary of the major things Hardin has learned in a lifetime. He is a real thinker. That is 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 the condensed wisdom of a very smart man." , 1997 Wesco Annual Meeting. 

  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 of How Western Europe's Poorest Nation Created Our World and Everything in It by Arthur Herman(亚瑟•赫尔曼), 

  "I also recommend How the Scots Invented the Modern World: The True Story of How Western Europe's Poorest Nation Created Our World and Everything in It, about how a small group of people flourished." - 2002 Wesco Annual Meeting 

  30、《国富国穷》,The Weath and Poverty of Nations:Why Some Are So Richand Some So Poor,by David S. Landes(戴维.S.兰德斯),1999 Berkshire Hathaway Annual Meeting 

  This important book examines how wealth and culture intertwine over time and the effects both can have on nations. It provides a thoughtful, rational explanation of why various cultures that possess certain advantages never have become world powers. It also examines why certain countries have become so successful and why others have fallen. Everyone should study the reasons why certain countries have been successful and others have not so we can learn from those challenges and not be doomed to repeat the same mistakes 

  31、《影响力》,Influence: The Psychology of Persuasion by Robert B. Cialdini(2000);"This program will help executives make better decisions and use their influence wisely . . . Robert Cialdini has had a greater impact on my thinking on this topic than any other scientist." 

  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 Annual Meeting 

  34、《毫不退让地赢得谈判——哈佛谈判法》(Getting to Yes:Negotiating Agreement Without Giving In),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 in Charge by Roger Fisher and Alan Sharp(夏普/费希尔) 

  "This book is must reading for those seeking to maximize 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) 

  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 Benjamin Graham(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 my opinion 

  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 by Janet lowe(珍妮特•洛尔) 

  Views on Ben Graham's Ideas :The idea of a margin of safety, a Graham precept, will never be obsolete. The idea of making the market your servant will never be obsolete. The idea of being objective and dispassionate will never be obsolete. So Graham had a lot of wonderful ideas. 

  I liked Graham, and he always interested and amused me. But I never had the worship for buying the stocks he did. So I don't have the worship for that Warren does. I picked up the ideas, but discarded the practices that didn't suit me. I don't want to own bad businesses run by people I don't like and say, "no matter how horrible this is to watch, it [the stock] will bounce by 25%." I'm not temperamentally attracted to it. 

  41、《怎样选择成长股》,Common Stocks and Uncommon Profits ,Conservative Investors Sleep Well,Developing an Investment Philosophy Phil Fisher(费舍尔) 

  The one of the all-time great books on investing in my opinion 

  Phil Fisher believed in concentrated investing and knowing a lot about your companies -- it's in our playbook, which is partly because we learned from him. 

  42、Invest the Buffett Way by Rich Rockwood 

  43、《巴菲特的投资组合》,The Warren Buffet Portfolio by Robert Hagstrom(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 Scientific Betting System That Beat the Casinos and Wall Street by William Poundstone(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 the horse 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 WESCO Annual 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 by Frank Partnoy; 

  (...) Read the book “F.I.A.S.C.O.”, by law professor and former derivatives trader Frank Partnoy, an insider account of depravity in derivative trading at one of the biggest and best regarded Wall Street firms. The book will turn your stomach. - 10/2003 

  46、《愚者的阴谋》,Conspiracy of Fools: A True Story" by Kurt Eichenwald, 2005 WESCO Annual Meeting 

  "... that Enron book is really worth reading because the evil is so extreme. You see people getting sucked in by the evil around them. You just learn so much." Charlie Munger, 2007 Wesco Annual Meeting. 

  47、《门口的野蛮人》,Barbarians at the Gate: The Fall of RJR Nabisco by Bryan Burrough & John Helyar. 1992 Berkshire Hathaway Annual Meeting 

  48、《贼巢》,Den of Thieves by James B. Stewart(詹姆斯•B•斯图尔特). 1992 Berkshire Hathaway Annual Meeting 


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