La biblioteca definitiva de todo value investor que se precie

Hace unos meses me pedía el usuario de twitter Beta Invest (@bsmfinanzas) una lista de libros recomendados sobre value investing. Se me olvidó por completo pero amablemente me ha vuelto a solicitar la lista por twitter, ya como regalo navideño por las fechas en las que estamos. Como lo prometido es deuda, voy a intentar hacer en este post una recopilación bastante extensa no ya sólo de los libros que no deben faltar en una biblioteca de cualquier aficionado al value investing que se precie sino también de todos aquellos que quieran aprender más allá del campo estricto de las finanzas y adquirir lo que Charlie Munger llama “worldly wisdom” o sabiduría mundana. 

Probablemente, puede que leer sea lo mejor que puede hacer un inversor con ganas de mejorar, así que decidir qué leer no es una cuestión baladí. Una célebre frase de Charlie Munger no deja lugar a dudas sobre la importancia de leer mucho: “In my whole life, I have known no wise people who didn't read all the time - none, zero. You'd be amazed at how much Warren(Buffett) reads - at how much I read. My children laugh at me. They think I'm a book with a couple of legs sticking out".”

Personalmente, todo lo que soy como inversor se lo debo a haber leído los libros adecuados (lamentablemente en la carrera no se mencionó una sola vez el value investing) y a no dejar de aprender ni un sólo día de mi vida. De hecho, mi leit motiv desde hace tiempo ("be rational and passionately  curious") es una combinación de las recomendaciones de dos gigantes: Charlie Munger (“be rational”) y Albert Einstein( “I have no particular talent, I´m just passionately curious”). 

Con la siguiente lista podemos llenar todas las estanterías de nuestras bibliotecas y tener por delante varios fascinantes años para completar su valiosa lectura. Adjunto con cada libro el link correspondiente a la página correspondiente de Amazon por si alguien se anima a su adquisición. Algunos de ellos se pueden encontrar en la madrileña librería especializada en economía Ecobook, en la que, siempre que voy, disfruto de agradables charlas sobre economía y finanzas con mi amigo Sergio, uno de sus amables libreros.

A leer pues. Allá va:

Los imprescindibles

Esta recopilación es el mínimo imprescindible que todo buen value investor que se precie debe leer. Si es varias veces mejor. Y si es tomando apuntes más aún.

The Intelligent Investor, de Benjamin Graham.

http://www.amazon.com/The-Intelligent-Investor-Definitive-Investing/dp/0060555661/ref=wl_mb_recs_1_dp

Security Analysis, de Benjamin Graham y David L. Dodd.

http://www.amazon.com/Security-Analysis-Edition-Foreword-Editions/dp/0071592539/ref=pd_sim_b_3

One up on Wall Street, de Peter Lynch.

http://www.amazon.com/One-Up-On-Wall-Street/dp/0743200403/ref=pd_sim_b_5

The Essays of Warren Buffett, de Lawrence Cunningham.

http://www.amazon.com/The-Essays-Warren-Buffett-Corporate/dp/0966446127/ref=pd_sim_b_6

Alicia en Wall Street de Luis Allué Bellosta

http://www.casadellibro.com/libro-alicia-en-wall-street/9788493780760/1815941

Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor, de Seth Klarman.

http://www.amazon.com/Margin-Safety-Risk-Averse-Strategies-Thoughtful/dp/0887305105/ref=sr_1_1?s=books&ie=UTF8&qid=1354995416&sr=1-1&keywords=klarman+margin+of+safety

Common Stocks and Uncommon Profits and Other Writings, de Philip A. Fisher.

http://www.amazon.com/Uncommon-Profits-Writings-Investment-Classics/dp/0471445509/ref=pd_sim_b_3

Berkshire Hathaway Shareholders' Cartas a accionistas de Berkshire Hathaway, de Warren E. Buffett.

http://www.berkshirehathaway.com/letters/letters.html

The little book that still beats the market de Joel Greenblatt.

http://www.amazon.com/Little-Still-Market-Books-Profits/dp/0470624159/ref=pd_sim_b_5

Stocks for the Long Run de Jeremy Siegel.

http://www.amazon.com/Stocks-Long-Run-Definitive-Investment/dp/0071494707

Para profundizar

Los siguientes son libros muy recomendados para aquellos a los que la primera lista se les haga corta. Todos siguen siendo estrictamente libros de finanzas.

The Aggresive Conservative Investor de Martin Whitman.

http://www.amazon.com/Aggressive-Conservative-Investor-Investment-Classics/dp/0471768057/ref=sr_1_1?s=books&ie=UTF8&qid=1354995634&sr=1-1&keywords=martin+whitman

Value investing de Martin Whitman.

http://www.amazon.com/Value-Investing-Balanced-Approach-Frontiers/dp/0471398101/ref=sr_1_2?s=books&ie=UTF8&qid=1354995634&sr=1-2&keywords=martin+whitman

Value investing: Tools and Techniques for Intelligent Investment de James Montier.

http://www.amazon.com/Value-Investing-Techniques-Intelligent-Investment/dp/0470683597/ref=sr_1_3?s=books&ie=UTF8&qid=1354995731&sr=1-3&keywords=james+montier

The little book of Behavioral Investing de James Montier.

http://www.amazon.com/Little-Book-Behavioral-Investing-Profits/dp/0470686022/ref=sr_1_1?s=books&ie=UTF8&qid=1354995731&sr=1-1&keywords=james+montier

Value investing: from Graham to Buffett and beyond de Bruce Greenwald.

http://www.amazon.com/Value-Investing-Graham-Buffett-Finance/dp/0471463396/ref=pd_sim_b_7

The value investors: Lessons from the World´s Top Fund Managers de Ronald W. Chan.

http://www.amazon.com/Value-Investors-Lessons-Worlds-Managers/dp/1118339290/ref=sr_1_1?s=books&ie=UTF8&qid=1354994830&sr=1-1&keywords=value+investors

Distress Investing: Principles and Technique, de Martin J. Whitman.

http://www.amazon.com/Distress-Investing-Principles-Technique-Finance/dp/0470117672/ref=sr_1_3?s=books&ie=UTF8&qid=1354995634&sr=1-3&keywords=martin+whitman

You can be a stock market genuis: Unconver the secret hiding places of stock market profits.

http://www.amazon.com/You-Can-Stock-Market-Genius/dp/0684840073/ref=pd_sim_b_4

Value Investing: A Balanced Approach, by Martin J. Whitman.

http://www.amazon.com/Value-Investing-Balanced-Approach-Frontiers/dp/0471398101/ref=sr_1_2?s=books&ie=UTF8&qid=1354995634&sr=1-2&keywords=martin+whitman

The Analysis and Use of Financial Statements, de Gerald I. White.

http://www.amazon.com/Analysis-Use-Financial-Statements/dp/0471375942/ref=sr_1_1?s=books&ie=UTF8&qid=1354995864&sr=1-1&keywords=gerald+white+financial

Equity Asset Valuation, de Jerald E. Pinto.

http://www.amazon.com/Equity-Asset-Valuation-Institute-Investment/dp/0470571438/ref=sr_1_1?s=books&ie=UTF8&qid=1354995882&sr=1-1&keywords=equity+asset+valuation

Fixed Income Analysis, de Frank J. Fabozzi.

http://www.amazon.com/Fixed-Income-Analysis-Institute-Investment/dp/047005221X/ref=sr_1_1?s=books&ie=UTF8&qid=1354995911&sr=1-1&keywords=fixed+income+analysis

Behavioural Investing: A Practitioners Guide to Applying Behavioural Finance de James Motier.

http://www.amazon.com/Behavioural-Investing-Practitioners-Applying-Finance/dp/0470516704/ref=la_B001IR3EBG_1_3?ie=UTF8&qid=1355254581&sr=1-3

Behavioural Finance: Insights into Irrational Minds and Markets de James Montier.

http://www.amazon.com/Behavioural-Finance-Insights-Irrational-Markets/dp/0470844876/ref=la_B001IR3EBG_1_4?ie=UTF8&qid=1355254581&sr=1-4

Analysis of Derivatives del Programa CFA, de Don M. Chance.

http://www.amazon.com/Analysis-Derivatives-CFA-Program-Chance/dp/0935015930/ref=sr_1_1?s=books&ie=UTF8&qid=1354995930&sr=1-1&keywords=cfa+derivatives

The little book of value investing, de Christopher H. Browne.

(http://www.amazon.com/Little-Value-Investing-Books-Profits/dp/0470055898/ref=cm_srch_res_rpli_2)

Bejamin Graham on value investing, de Janet Lowe.

(http://www.amazon.com/Benjamin-Graham-Value-Investing-Lessons/dp/0140255346/ref=cm_srch_res_rpli_3)

Learn to earn de Peter Lynch.

http://www.amazon.com/Learn-Earn-Beginners-Investing-Business/dp/B000CC49O4/ref=pd_sim_b_2

Beating the street de Peter Lynch.

http://www.amazon.com/Beating-Street-Peter-Lynch/dp/0671891634/ref=sr_1_3?s=books&ie=UTF8&qid=1354995953&sr=1-3&keywords=peter+lynch

The little book of Common Sense Investing de John C. Bogle.

http://www.amazon.com/Little-Book-Common-Sense-Investing/dp/0470102101/ref=sr_1_3?s=books&ie=UTF8&qid=1355254239&sr=1-3&keywords=the+little+book

The little book that builds wealth de Pat Dorsey.

http://www.amazon.com/Little-Book-That-Builds-Wealth/dp/047022651X/ref=sr_1_3?s=books&ie=UTF8&qid=1355254400&sr=1-3&keywords=the+little+book+that

The little book of valuation de Aswath Damodaran.

http://www.amazon.com/Little-Book-Valuation-Company-Profits/dp/1118004779/ref=sr_1_12?s=books&ie=UTF8&qid=1355254456&sr=1-12&keywords=the+little+book+that

Applied Value Investing de Joseph Calandro Jr.

http://www.amazon.com/Applied-Value-Investing-Application-Acquisitions/dp/0071628185/ref=sr_1_1?s=books&ie=UTF8&qid=1355261320&sr=1-1&keywords=applied+value

Winning the Loosers Game de Charles Ellis.

http://www.amazon.com/Winning-Losers-Game-Fifth-Strategies/dp/0071545492/ref=sr_1_1?s=books&ie=UTF8&qid=1355261278&sr=1-1&keywords=charles+d+ellis

The little book of value investing de Christopher H. Browne.

http://www.amazon.com/Little-Value-Investing-Books-Profits/dp/0470055898/ref=sr_1_15?s=books&ie=UTF8&qid=1355254507&sr=1-15&keywords=the+little+book+that

Fooling Some of The People All of The Time de David Einhorn.

http://www.amazon.com/Fooling-People-Complete-Updated-Epilogue/dp/0470481544/ref=sr_1_1?s=books&ie=UTF8&qid=1355261261&sr=1-1&keywords=einhorn

Tap dancing to work: Warren Buffett on Practically Everything de Carol Loomis.

http://www.amazon.com/Tap-Dancing-Work-Practically-Everything/dp/1591845734?&tag=rnwap-20

Investing: The Last Liberal Art de Robert G. Hagstrom.

http://www.amazon.com/Investing-Liberal-Robert-G-Hagstrom/dp/1587991381/ref=la_B000AP8X3Q_1_3?ie=UTF8&qid=1355255006&sr=1-3

The Dhandho Investor: The Low-Risk Value Method to High Returns de Mohnish Pabrai.

http://www.amazon.com/Dhandho-Investor-Value-Method-Returns/dp/047004389X/ref=sr_1_1?s=books&ie=UTF8&qid=1355255064&sr=1-1&keywords=Pabrai

Mosaic: Perspectives on Investing de mohnish Pabrai.

http://www.amazon.com/Mosaic-Perspectives-Investing-Mohnish-Pabrai/dp/0974797413/ref=sr_1_2?s=books&ie=UTF8&qid=1355255064&sr=1-2&keywords=Pabrai

What works on Wall Street de James P. Oshaughnessy.

http://www.amazon.com/What-Works-Wall-Street-Fourth/dp/0071625763/ref=sr_1_3?s=books&ie=UTF8&qid=1355255570&sr=1-3&keywords=dean+wall+street

A Few Lessons for Investors and Managers from Warren Buffett de Peter Bevelin.

http://www.amazon.com/Lessons-Investors-Managers-Warren-Buffett/dp/1578647452/ref=sr_1_2?s=books&ie=UTF8&qid=1355258169&sr=1-2

Warren Buffett on Business de Richard J. Connors.

http://www.amazon.com/Warren-Buffett-Business-Principles-Omaha/dp/0470502304/ref=sr_1_35?s=books&ie=UTF8&qid=1355260073&sr=1-35&keywords=warren+buffett

Buffett Beyond Value de Prem Jain.

http://www.amazon.com/Buffett-Beyond-Value-Management-Investing/dp/0470467150/ref=sr_1_38?s=books&ie=UTF8&qid=1355260136&sr=1-38&keywords=warren+buffett

The Warren Buffetts Next Door de Matthew Schifrin.

http://www.amazon.com/Warren-Buffetts-Next-Door-Investors/dp/0470573783/ref=sr_1_1?s=books&ie=UTF8&qid=1355260214&sr=1-1&keywords=warren+buffett+next+door

The Buffettology Workbook de Mary Buffett y David Clark.

http://www.amazon.com/Buffettology-Workbook-Investing-Warren-Buffett/dp/0684871718/ref=sr_1_43?s=books&ie=UTF8&qid=1355260240&sr=1-43&keywords=warren+buffett

Benjamin Graham: Building a Profession: The Early Wrintings of the Father of Security Analysis de Jason Zweig.

http://www.amazon.com/Benjamin-Graham-Building-Profession-Writings/dp/007163326X/ref=la_B001H6MXVU_1_3?ie=UTF8&qid=1355260686&sr=1-3

Para los más curiosos

Esta lista incluye libros que se alejan del mundo de las finanzas pero que un value investor puede encontrar muy útil para mejorar como inversor. Aquí me permito el lujo de ser más extenso e incluir algunos libros que incluso un humilde servidor tiene pendientes. Muchos de ellos son valiosas sugerencias hechas en su web por los gestores de Elcano SICAV (www.elcanosicav.com), JJ Fernández y Marc Batllé. Me permito la licencia de copiar las categorías en las que agrupan los distintos libros que recomiendan.

Biografías:

Direct from Dell, de Michael Dell.

http://www.amazon.com/Direct-Dell-Strategies-Revolutionized-Essentials/dp/0060845724/ref=sr_1_2?s=books&ie=UTF8&qid=1355254789&sr=1-2&keywords=direct+from+dell

Buffett: The making of an american capitalist de Roger Lowenstein.

http://www.amazon.com/Buffett-American-Capitalist-Roger-Lowenstein/dp/0812979273/ref=sr_1_2?s=books&ie=UTF8&qid=1355254925&sr=1-2&keywords=lowenstein

The Warren Buffett Way de Robert G. Hagstrom.

http://www.amazon.com/Warren-Buffett-Way-Second/dp/0471743674/ref=sr_1_1?s=books&ie=UTF8&qid=1355254975&sr=1-1&keywords=hagstrom

The Snowball: Warren Buffett and the Business of Life, de Alice Schroeder.

http://www.amazon.com/Snowball-Warren-Buffett-Business-Life/dp/0553384619/ref=sr_1_7?s=books&ie=UTF8&qid=1355254878&sr=1-7&keywords=bill+gates+author

Benjamin Graham, the Memoirs of the Dean of Wall Street, de Benjamin Graham.

http://www.amazon.com/Benjamin-Graham-Memoirs-Dean-Street/dp/0070242690/ref=sr_1_2?s=books&ie=UTF8&qid=1355255570&sr=1-2&keywords=dean+wall+street

Benjamin Graham on Value Investing: Lessons from the dean of Wall Street de Janet Lowe.

http://www.amazon.com/Benjamin-Graham-Value-Investing-Lessons/dp/0140255346/ref=sr_1_1?s=books&ie=UTF8&qid=1355255570&sr=1-1&keywords=dean+wall+street

Titan: The Life of John D. Rockefeller, Sr., de Ron Chernow.

http://www.amazon.com/Titan-Life-John-Rockefeller-Sr/dp/1400077303/ref=sr_1_1?s=books&ie=UTF8&qid=1355255749&sr=1-1&keywords=titan+the+life+of+john+d.+rockefeller

The Autobiography of Andrew Carnegie, de Andrew Carnegie.

http://www.amazon.com/Autobiography-Andrew-Carnegie/dp/1610390822/ref=sr_1_3?s=books&ie=UTF8&qid=1355255769&sr=1-3&keywords=andrew+carnegie

Li-Ka Shing: the Biography, de Anthony B. Chan.

http://www.amazon.com/Li-Ka-Shing-Biography-Anthony-Chan/dp/0771573855/ref=sr_1_3?s=books&ie=UTF8&qid=1355255790&sr=1-3&keywords=li+ka+shing

Morgan: American Financier, de Jean Strouse.

http://www.amazon.com/Morgan-American-Financier-Jean-Strouse/dp/B003MAJQ3C/ref=sr_1_1?s=books&ie=UTF8&qid=1355255839&sr=1-1&keywords=morgan+american+financier

Poor Charlie´s Almanack de Peter Kaufman y Charles T. Munger.

http://www.amazon.com/Poor-Charlies-Almanack-Charles-Expanded/dp/1578645018/ref=sr_1_1?s=books&ie=UTF8&qid=1355255857&sr=1-1&keywords=poor+charlie%27s+almanack

Damn Right!: Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger, de Janet Lowe.

http://www.amazon.com/Damn-Right-Berkshire-Hathaway-Billionaire/dp/0471446912/ref=pd_sim_b_3

Benjamin Franklin: An American Life de Walter Isaacson.

http://www.amazon.com/Benjamin-Franklin-American-Walter-Isaacson/dp/074325807X/ref=sr_1_1?s=books&ie=UTF8&qid=1355257261&sr=1-1&keywords=benjamin+franklin

Sam Walton: Made in America, de Sam Walton.

http://www.amazon.com/Sam-Walton-Made-America/dp/0553562835/ref=sr_1_1?s=books&ie=UTF8&qid=1355257311&sr=1-1&keywords=sam+walton

Steve Jobs de Walter Isaacson.

http://www.amazon.com/Steve-Jobs-Walter-Isaacson/dp/1451648537/ref=la_B000APFLB8_1_1?ie=UTF8&qid=1355254849&sr=1-1

Einstein de Walter Isaacson.

http://www.amazon.com/gp/product/0743264746/ref=as_li_tf_il?ie=UTF8&tag=coby04-20&linkCode=as2&camp=217145&creative=399369&creativeASIN=0743264746

The House of Morgan de Ron Chernow.

http://www.amazon.com/gp/product/0802144659?ie=UTF8&tag=coby04-20&linkCode=xm2&camp=1789&creativeASIN=0802144659#_

Investment Biker de Jim Rogers.

http://www.amazon.com/gp/product/0812968719?ie=UTF8&tag=coby04-20&linkCode=xm2&camp=1789&creativeASIN=0812968719

Adventure Capitalist de Jim Rogers.

http://www.amazon.com/Adventure-Capitalist-Ultimate-Road-Trip/dp/0812967267/ref=pd_bxgy_b_img_y

A Gift to my Children: A Father´s Lessons for Life and Investing de Jim Rogers.

http://www.amazon.com/Gift-My-Children-Fathers-Investing/dp/1400067545/ref=sr_1_1?s=books&ie=UTF8&qid=1355260396&sr=1-1&keywords=jim+rogers+children

The Einstein of Money: The Life and Timeless Financial Wisdom of Benjamin Graham de Joe Carlen.

http://www.amazon.com/Einstein-Money-Timeless-Financial-Benjamin/dp/1616145579/ref=sr_1_64?s=books&ie=UTF8&qid=1355260317&sr=1-64&keywords=warren+buffett

Economía y Empresa:

The Road to Serfdom de F. A. Hayek.

http://www.amazon.com/gp/product/B001HWT06U/ref=as_li_qf_sp_asin_il_tl?ie=UTF8&tag=coby04-20&linkCode=as2&camp=1789&creative=9325&creativeASIN=B001HWT06U

Economic Freedom and Interventionism de Ludwig von Mises

http://www.amazon.com/gp/product/0865976732/ref=as_li_qf_sp_asin_il_tl?ie=UTF8&tag=coby04-20&linkCode=as2&camp=1789&creative=9325&creativeASIN=0865976732

An inquiry into the Nature and Causes of the Wealth of Nations de Adam Smith

http://www.amazon.com/gp/product/0226763749/ref=as_li_qf_sp_asin_il_tl?ie=UTF8&tag=coby04-20&linkCode=as2&camp=1789&creative=9325&creativeASIN=0226763749

Economics in One Lesson de Henry Hazlitt

http://www.amazon.com/gp/product/193355021X/ref=as_li_qf_sp_asin_il_tl?ie=UTF8&tag=coby04-20&linkCode=as2&camp=1789&creative=9325&creativeASIN=193355021X

El liberalismo no es pecado de Carlos Rodriguez Braun y Juan Ramón Rallo

http://www.amazon.com/El-liberalismo-pecado-lecciones-ebook/dp/B006GFT6XK/ref=sr_1_1?s=books&ie=UTF8&qid=1355260998&sr=1-1&keywords=el+liberalismo+no+es+pecado

Los errores de la vieja economía: Una refutación de la Teoría General del Empleo, el Interés y el Dinero de J. M. Keynes de Juan Ramón Rallo

http://www.amazon.com/Los-errores-vieja-econom%C3%ADa-refutaci%C3%B3n/dp/8472095614/ref=sr_1_3?s=books&ie=UTF8&qid=1355260987&sr=1-3

Man, Economy & State, de Murray N. Rothbard

http://www.amazon.com/Economy-State-Power-Market-Scholars/dp/1933550996/ref=sr_1_1?s=books&ie=UTF8&qid=1355257352&sr=1-1&keywords=man+economy+and+state

Money, Bank Credit, and Economic Cycles, de Jesus Huerta de Soto

http://www.amazon.com/Money-Bank-Credit-Economic-Cycles/dp/1610161890/ref=sr_1_1?s=books&ie=UTF8&qid=1355257377&sr=1-1&keywords=money%2C+huerta+de+soto

Human Action, de Ludwig von Mises

http://www.amazon.com/Human-Action-Ludwig-von-Mises/dp/0865976317/ref=sr_1_2?s=books&ie=UTF8&qid=1355257395&sr=1-2&keywords=human+action

Freakonomics de Steven Levitt

http://www.amazon.com/gp/product/0060731338?ie=UTF8&tag=coby04-20&linkCode=xm2&camp=1789&creativeASIN=0060731338

Superfreakonomics de Steven Levitt

http://www.amazon.com/SuperFreakonomics-Cooling-Patriotic-Prostitutes-Insurance/dp/0060889586/ref=pd_sim_b_1

The Undercover Economist de Tim Harford

http://www.amazon.com/Undercover-Economist-Tim-Harford/dp/0345494016/ref=la_B003CHGYPI_1_2?ie=UTF8&qid=1355261376&sr=1-2

The Logic of Life: The Rational Economics of an Irrational World de Tim Harford

http://www.amazon.com/Logic-Life-Rational-Economics-Irrational/dp/0812977874/ref=la_B003CHGYPI_1_3?ie=UTF8&qid=1355261376&sr=1-3

Dear Undercover Economist de Tim Harford

http://www.amazon.com/Dear-Undercover-Economist-Priceless-Challenges/dp/0812980107/ref=la_B003CHGYPI_1_5?ie=UTF8&qid=1355261376&sr=1-5

Estrategia: 

The Tipping Point de Malcolm Gladwell. 

http://www.amazon.com/Tipping-Point-Little-Things-Difference/dp/0316346624/ref=la_B000APOE98_1_2?ie=UTF8&qid=1355259714&sr=1-2

Re-Imagine: Business Excellence in a Disruptive Age de Tom Peters.

http://www.amazon.com/Re-Imagine-Business-Excellence-Disruptive-Age/dp/B0028N72W6/ref=sr_1_1?s=books&ie=UTF8&qid=1355258832&sr=1-1&keywords=reimagine

In Search of Excellence: Lessons from America´s Best-Run Companies de Tom Peters y Robert H. Waterman.

http://www.amazon.com/Search-Excellence-Americas-Companies-Essentials/dp/0060548789/ref=la_B000AQ8PUG_1_1?ie=UTF8&qid=1355258883&sr=1-1

Good to Great: Why Some Companies Make the Leap and Others Don´t de Jim Collins.

http://www.amazon.com/Good-Great-Companies-Leap-Others/dp/0066620996/ref=sr_1_1?s=books&ie=UTF8&qid=1355258975&sr=1-1&keywords=good+to+great

In The Plex: How Google Thinks, Works and Shapes our Lives de Steven Levy.

http://www.amazon.com/gp/product/B0054U53WG/ref=as_li_qf_sp_asin_il_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=B0054U53WG&linkCode=as2&tag=coby04-20

Strategic Logic, de Jose C. Jarillo.

http://www.amazon.com/Direccion-Estrategica-Segunda-Editiion-Spanish/dp/8476159064/ref=sr_1_2?s=books&ie=UTF8&qid=1355257507&sr=1-2

Competitive Strategy: Techniques for Analyzing Industries and Competitors, de Michael Porter.

http://www.amazon.com/Competitive-Strategy-Techniques-Industries-Competitors/dp/0684841487/ref=sr_1_3?s=books&ie=UTF8&qid=1355257527&sr=1-3&keywords=michael+porter

Pleased But Not Satisfied, de David L. Sokol.

http://www.amazon.com/Pleased-But-Satisfied-D-L-Sokol/dp/B0017OFXOQ/ref=sr_1_1?s=books&ie=UTF8&qid=1355257549&sr=1-1&keywords=david+sokol

How Industries Evolve: Principles for Achieving and Sustaining Superior Performance de Anita McGahan.

http://www.amazon.com/How-Industries-Evolve-Principles-Performance/dp/1578518407/ref=sr_1_1?s=books&ie=UTF8&qid=1355257660&sr=1-1&keywords=how+industries+evolve

The Checklis Manifesto: How to Get Things Done de Atul Gawande.

http://www.amazon.com/Checklist-Manifesto-How-Things-Right/dp/0312430000/ref=sr_1_1?s=books&ie=UTF8&qid=1355257630&sr=1-1&keywords=checklist

The Second Bounce of the Ball: Turning Risk into Opportunity, de Ronald Cohen.

http://www.amazon.com/Second-Bounce-Ball-Turning-Opportunity/dp/0753824361/ref=sr_1_1?s=books&ie=UTF8&qid=1355257722&sr=1-1&keywords=the+second+bounce

Different: Escaping the Competitive Herd de Youngme Moon.

http://www.amazon.com/Different-Escaping-Competitive-Youngme-Moon/dp/030746086X/ref=sr_1_1?s=books&ie=UTF8&qid=1355257578&sr=1-1&keywords=different

Built to Last: Successful Habits of Visionary Companies, de Jim Collins.

http://www.amazon.com/Built-Last-Successful-Visionary-Companies/dp/0060566108/ref=sr_1_1?s=books&ie=UTF8&qid=1355257741&sr=1-1&keywords=build+to+last

Only the Paranoid Survive: How to Exploit the Crisis Points That Challenge Every Company de Andrew Grove.

http://www.amazon.com/Only-Paranoid-Survive-Exploit-Challenge/dp/0385483821/ref=sr_1_1?s=books&ie=UTF8&qid=1355257779&sr=1-1&keywords=only+the+paranoid+survive

Psicología:

Yes!: 50 Scientificallye Proven Ways To Be Persuasive de Robert Cialdini, Steve Martin y Noah Goldstein.

http://www.amazon.com/Yes-Scientifically-Proven-Ways-Persuasive/dp/1416576142/ref=pd_rhf_ee_s_cp_6

Moonwalking with Einstein de Joshua Foer.

http://www.amazon.com/Moonwalking-Einstein-Science-Remembering-Everything/dp/0143120530/ref=pd_rhf_ee_s_cp_7

You Are Not so Smart de David McRaney.

http://www.amazon.com/You-Are-Not-So-Smart/dp/1592406599/ref=pd_rhf_ee_s_cp_2

The (Honest) Truth About Dishonesty de Dan Ariely.

http://www.amazon.com/Honest-Truth-About-Dishonesty-Everyone---Especially/dp/0062183591/ref=la_B001J93B34_1_2?ie=UTF8&qid=1355259774&sr=1-2

Predictably Irrational de Dan Ariely

http://www.amazon.com/Predictably-Irrational-Revised-Expanded-Decisions/dp/0061353248/ref=la_B001J93B34_1_1?ie=UTF8&qid=1355259774&sr=1-1

The Upside of Irrationality de Dan Ariely.

http://www.amazon.com/Upside-Irrationality-Unexpected-Benefits-Defying/dp/B004NSVE50/ref=la_B001J93B34_1_4?ie=UTF8&qid=1355259774&sr=1-4

Influence: The Psychology of Persuasion, de Robert B. Cialdini.

http://www.amazon.com/Influence-Psychology-Persuasion-Business-Essentials/dp/006124189X/ref=sr_1_1?s=books&ie=UTF8&qid=1355258668&sr=1-1&keywords=influence+cialdini

Judgment in Managerial Decision Making, de Max H. Bazerman.

http://www.amazon.com/Judgment-Managerial-Decision-Making-Bazerman/dp/0470049456/ref=sr_1_1?s=books&ie=UTF8&qid=1355258686&sr=1-1&keywords=judgment+in+managerial+decision+making

Diaminds: Decoding the Mental Habits of Successful Thinkers, de Mihnea Moldoveanu.

http://www.amazon.com/Diaminds-Decoding-Successful-Rotman-UTP-Publishing/dp/0802099912/ref=sr_1_1?s=books&ie=UTF8&qid=1355258702&sr=1-1&keywords=diaminds

Thinking and Deciding, de Jonathan Baron.

http://www.amazon.com/Thinking-and-Deciding-4TH-EDITION/dp/B004HP3I94/ref=sr_1_2?s=books&ie=UTF8&qid=1355258726&sr=1-2&keywords=thinking+and+deciding

Seeking Wisdom: From Darwin to Munger, de Peter Bevelin.

http://www.amazon.com/Seeking-Wisdom-Darwin-Munger-3rd/dp/1578644283/ref=sr_1_1?s=books&ie=UTF8&qid=1355258158&sr=1-1&keywords=seeking+wisdom

This will make you smarter, de John Brockman.

http://www.amazon.com/This-Will-Make-You-Smarter/dp/0062109391/ref=sr_1_1?s=books&ie=UTF8&qid=1355258143&sr=1-1&keywords=this+will+make+you+smarter

Thinking, fast and slow de Daniel Kahneman.

http://www.amazon.com/Thinking-Fast-Slow-Daniel-Kahneman/dp/0374275637/ref=sr_1_1?s=books&ie=UTF8&qid=1355258119&sr=1-1&keywords=thinking+fast+and+slow

Tribes: We Need You to Lead Us de Seth Godin.

http://www.amazon.com/Tribes-We-Need-You-Lead/dp/1591842336/ref=la_B000AP9EH0_1_1?ie=UTF8&qid=1355259920&sr=1-1

Purple Cow de Seth Godin.

http://www.amazon.com/Purple-Cow-New-Transform-Remarkable--/dp/1591843170/ref=la_B000AP9EH0_1_2?s=books&ie=UTF8&qid=1355259998&sr=1-2

Outliers: The Story of Success de Malcolm Gladwell.

http://www.amazon.com/gp/product/0316017930/ref=as_li_qf_sp_asin_il_tl?ie=UTF8&tag=coby04-20&linkCode=as2&camp=1789&creative=9325&creativeASIN=0316017930

The Black Swan de Nassim Nicholas Taleb.

http://www.amazon.com/gp/product/1400063515/ref=as_li_qf_sp_asin_il_tl?ie=UTF8&tag=coby04-20&linkCode=as2&camp=1789&creative=9325&creativeASIN=1400063515

Antifragile: Things That Gain from Disorder de Nassim Nicholas Taleb.

http://www.amazon.com/Antifragile-Things-That-Gain-Disorder/dp/1400067820/ref=la_B000APVZ7W_1_1?ie=UTF8&qid=1355259388&sr=1-1

Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets de Nassim Nicholas Taleb.

http://www.amazon.com/Fooled-Randomness-Hidden-Chance-Markets/dp/1400067936/ref=la_B000APVZ7W_1_3?ie=UTF8&qid=1355259430&sr=1-3

Blink: The Power of Thinking Without Thinking de Malcolm Gladwell.

http://www.amazon.com/Blink-The-Power-Thinking-Without/dp/0316010669/ref=pd_sim_b_5

Getting to Yes: Negotiating Agreement Without Giving In de Roger Fisher.

http://www.amazon.com/gp/product/0143118757/ref=as_li_qf_sp_asin_il_tl?ie=UTF8&tag=coby04-20&linkCode=as2&camp=1789&creative=9325&creativeASIN=0143118757

Your Money and YOur Brain de Jason Zweig.

http://www.amazon.com/gp/product/B0018SYYVE/ref=as_li_qf_sp_asin_il_tl?ie=UTF8&tag=coby04-20&linkCode=as2&camp=1789&creative=9325&creativeASIN=B0018SYYVE

Historia:

America's Great Depression, de Murray N. Rothbard.

http://www.amazon.com/Americas-Great-Depression-Murray-Rothbard/dp/146793481X/ref=sr_1_1?s=books&ie=UTF8&qid=1355258644&sr=1-1&keywords=americas+great+depression+rothbard

Anatomy of the Bear, de Russell Napier.

http://www.amazon.com/Anatomy-Bear-Russell-Napier/dp/1906659451/ref=sr_1_1?s=books&ie=UTF8&qid=1355258625&sr=1-1&keywords=anatomy+of+the+bear

This Time is Different: Eight Centuries of Financial Folly, de Carmen Reinhart and Kenneth Rogoff.

http://www.amazon.com/This-Time-Different-Centuries-Financial/dp/0691152640/ref=sr_1_1?s=books&ie=UTF8&qid=1355258610&sr=1-1&keywords=this+time+is+different

Against the Gods: The Remarkable Story of Risk, de Peter L. Bernstein.

http://www.amazon.com/Against-Gods-Remarkable-Story-Risk/dp/0471295639/ref=sr_1_1?s=books&ie=UTF8&qid=1355258594&sr=1-1&keywords=against+the+gods

Bull: A History of Boom and Bust, de Maggie Mahar.

http://www.amazon.com/Bull-History-Boom-Bust-1982-2004/dp/0060564148/ref=sr_1_1?s=books&ie=UTF8&qid=1355258573&sr=1-1&keywords=bull+a+history+of+the+boom+and+bust

Extraordinary Popular Delusions and the Madness of Crowds, de Charles MacKay.

http://www.amazon.com/Extraordinary-Popular-Delusions-Madness-Crowds/dp/1463740514/ref=sr_1_1?s=books&ie=UTF8&qid=1355258555&sr=1-1&keywords=extraordinary+popular+delusions+and+the+madness+of+crowds

When Genius Failed: The Rise and Fall of Long Term Capital Management de Roger Lowenstein.

http://www.amazon.com/When-Genius-Failed-Long-Term-Management/dp/0375758259/ref=sr_1_2?s=books&ie=UTF8&qid=1334176221&sr=1-2#_

The Big Short: Inside the Doomsday Machine de Michael Lewis.

http://www.amazon.com/Big-Short-Inside-Doomsday-Machine/dp/0393338827/ref=la_B000APZ33E_1_1?ie=UTF8&qid=1355258234&sr=1-1

Too Big to Fail de Andrew Ross Sorkin.

http://www.amazon.com/Too-Big-Fail-Washington-FinancialSystem--/dp/0143120271/ref=sr_1_1?s=books&ie=UTF8&qid=1355258330&sr=1-1&keywords=too+big+to+fail

Why Nations Fail: The Origins of Power, Prosperity and Poverty de Daron Acemoglu

http://www.amazon.com/Why-Nations-Fail-Origins-Prosperity/dp/0307719219/ref=sr_1_1?s=books&ie=UTF8&qid=1355258446&sr=1-1&keywords=daron+acemoglu

The House of Rothschild de Niall Ferguson.

http://www.amazon.com/gp/product/0140240845?ie=UTF8&tag=coby04-20&linkCode=xm2&camp=1789&creativeASIN=0140240845

Den of Thieves de James B. Stewart.

http://www.amazon.com/gp/product/067179227X?ie=UTF8&tag=coby04-20&linkCode=xm2&camp=1789&creativeASIN=067179227X

Ciencia:

Deep Simplicity: Bringing Order to Chaos and Complexity, de John Gribbin

http://www.amazon.com/Deep-Simplicity-Bringing-Order-Complexity/dp/140006256X/ref=sr_1_1?s=books&ie=UTF8&qid=1355258486&sr=1-1&keywords=deep+simplicity

Six Easy Pieces, de Richard Feynman

http://www.amazon.com/Six-Not-So-Easy-Pieces-Relativity-Space-Time/dp/0465025269/ref=sr_1_2?s=books&ie=UTF8&qid=1355258510&sr=1-2&keywords=six+easy+pieces+feynman

Science Matters: Achieving Scientific Literacy, de Robert Hazen

http://www.amazon.com/Science-Matters-Achieving-Scientific-Literacy/dp/0307454584/ref=sr_1_1?s=books&ie=UTF8&qid=1355258535&sr=1-1&keywords=science+matters

Varios:

The little book of talent de Daniel Coyle.

http://www.amazon.com/Little-Book-Talent-Improving-Skills/dp/034553025X/ref=sr_1_6?s=books&ie=UTF8&qid=1355254239&sr=1-6&keywords=the+little+book

Para acabar, nada mejor que un consejo del genio de Charlie Munger:

 "Go to bed a little wiser than when you woke up."

Out of the Crises 

http://www.amazon.com/Out-Crisis-W-Edwards-Deming/dp/0262541157

The New Economics for Industry, Government and Education

http://www.amazon.com/New-Economics-Industry-Government-Education/dp/0262541165/ref=la_B000APR1PW_1_2?ie=UTF8&qid=1355341758&sr=1-2

Puedes seguirme en twitter: @_PabloMB