Capital Account

Special Situation and Value Based Investing Opportunities


Capital Account's author is a 20 year buy-side veteran, whose career has been split between Sydney and London.  The author has worked for long-only and long-short investment boutiques and continues to travel extensively in Europe, North America and Asia/Japan seeking investment opportunities.

The Author is a Chartered Financial Analyst and Graduated with an Honours degree in Economics and Finance.  Outside of his all-consuming two children he enjoys the now occassional game of golf and reading J D Macdonald, philosophy, politics and history and some bad guitar play.  The authors lives in Sydney with his partner and their two children.

Listed below are a collection of our favourite economic, business and investing titles, which followers of this site may find of interest:

The Intelligent Investor – Benjamin Graham

A Bubble that Broke the World – Garet Garrett

Hedge Hogging – Barton Biggs

The Panic of 1907 – Bruner and Carr

The Snowball: Warren Buffett and the Business of Life – Alice Schroeder

The Origin of Financial Crises: Central Banks, Credit Bubbles and the Efficient Market Fallacy – George Cooper

Mao, Marx and the Market: Capitalist Adventures in Russia and China – Dean LeBaron

Capital Account: Reports from a Contrarian Fund Manager – Edward Chancellor

The Birth of Plenty – William Bernstein

The Euro - David Marsh

The Wisdom of Andrew Carnegie as told to Napolean Hill  - Napolean Hill

Fault Lines – Raghuram Rajan

Against the Gods, The Remarkable Story of Risk – Peter Bernstien

Influence, The Psychology of Persuasion – Robert Cialdini

The Black Swan – Nassim Taleb

The Aggressive Conservative Investor - Whitman and Shubik

Fooling Some of the People All of the Time - David Einhorn

The Art of Short Selling - Katherine Staley

The Most Important Thing: Uncommon Sense for the Thoughtful Investor - Howard Marks

Fiat Money Inflation in France: How it Came, What is Brought and How it Ended - Andrew Dickson White

The Debt-Deflation Theory of Great Depressions - Irving Fisher

An Austrian Perspective on the of Economic Thought - Murray Rothbard

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