Reading list · 15 books
Li Lu's reading list
Founder and chairman of Himalaya Capital, the investor Charlie Munger entrusted with much of his family's money and called a once-in-a-generation talent. A former Tiananmen student leader turned value investor, Li Lu is a famously broad reader who frames investing within civilization, history, and science.
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01
Benjamin Graham
Heads the value-investing section of Li Lu's Himalaya Capital reading list.
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02
Benjamin Graham
Listed in the value-investing/finance section as a foundational text.
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03
Charlie Munger
On Li Lu's list; he wrote the Chinese-edition introduction and is among Munger's closest disciples.
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04
Seeking Wisdom: From Darwin to Munger
Peter Bevelin
Included in the value-investing/finance section.
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06
Warren Buffett
On the list (both the Cunningham collection and Buffett's own essays).
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07
Bruce Greenwald and Judd Kahn
Listed; a strategy framework central to assessing competitive advantage.
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09
George Soros
Listed in the finance section. A recurring recommendation from Li Lu.
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10
Charles P. Kindleberger
On the list as core financial-crisis history.
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11
Extraordinary Popular Delusions and the Madness of Crowds
Charles Mackay
Listed among finance/markets reads on crowd psychology.
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12
The Wealth and Poverty of Nations
David S. Landes
In Li Lu's capitalism/economics section on why some nations prosper.
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13
F. A. Hayek
Listed in the capitalism section. A recurring recommendation from Li Lu.
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14
Sapiens: A Brief History of Humankind
Yuval Noah Harari
From the science/civilization section of his list.
More on Li Lu's picks
Himalaya Capital published Li Lu's recommended book list, organized into categories — value investing/finance/capitalism, Western and Chinese civilization, science and evolution, and biography. He has said you recognize good ideas "by reading a great deal," and his finance section is a Graham-Munger-Buffett spine extended into financial history and economics.
