Forum Topics Xmas Reading - Quality Investing Books
shearman
Added one year ago

I saw Hamilton Helmer's 7 Powers book mentioned here in the last few days.

I read that book plus some other very good related ones this year so I thought Id share my recommendations.

Keen to hear what others would recommend so I can stock up for over the summer break.


1/ 7 Powers - The Foundations of Business Strategy - by Hamilton Helmer

Already mentioned in Strawman. But is very good framework for business power from sustainable moats.

https://www.amazon.com/7-Powers-Foundations-Business-Strategy-ebook/dp/B01MRLFFQ7


2/ On the Hunt for Great Companies: An Investor's Guide to Evaluating Business Quality and Durability - by Simon Kold 

Goes into further detail on the 7 powers + other useful insights on quality investing

https://www.amazon.com/Hunt-Great-Companies-Evaluating-Durability-ebook/dp/B0DKKTDYXP


3/ The Matchmakers - The New Economics of Multisided Platforms - by David Evans & Richard Schmalensee

This book was mentioned in a Podcast (below) by Hamilton Helmer (author of 7 powers). Very good discussion of network platform models.

https://www.amazon.com/Matchmakers-New-Economics-Multisided-Platforms/dp/1633691721


4/ The Art of Quality Investing - How to invest in the best companies in the world - by Luc Kroeze

Good framework including useful checklist of what to look for.

https://www.amazon.com/Art-Quality-Investing-invest-companies-ebook/dp/B0D236KYTT


Also there were some very good Acquired podcast episodes with Hamilton Helmer that are worth listening to:

1/ 7 Powers with Hamilton Helmer

https://open.spotify.com/episode/6WHh5XDyAenPo0Zgickirm?si=1DS0mgMWRLSwOlyXsNyfiA


2/ Platforms & Power

https://open.spotify.com/episode/0uhDE80ZOURqcTkIuJDr7n?si=5LmD6FoVTFK12VrsX_0QRA


3/ Interview: Hamilton Helmer & Chenyi Shi on How to build an AWS-like Second Business

https://open.spotify.com/episode/3F4VY7udeOe4RdcIurhATN?si=dIrGrivzR6WBREzgF1P0hQ

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