Episode · Invest Like the Best · 2022-04-05
Patrick O'Shaughnessy & Antonio Gracias: books mentioned on Invest Like the Best #271
Antonio Gracias - Pro-Entropic Investing - [Invest Like the Best, EP. 271]
My guest today is Antonio Gracias, founder, CIO, and CEO of Valor Equity Partners. Antonio is perhaps best known for his role at Tesla, as the earliest institutional investor and Director from 2007 to 2021.
Antonio Gracias recommended The Goal by Eliyahu M. Goldratt and others, Into Thin Air by Jon Krakauer, and Legacy by James Kerr, and discussed Thinking, Fast and Slow by Daniel Kahneman.
Books mentioned, in the order they came up
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The Goal
Recommended“I recommend to anyone to listen to this podcast The Goal when I was trying to figure out how to run this factory and I didn't know what to do I went to a friend of mine who was in business school”
Where to get it
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Thinking, Fast and Slow
Discussed“and you read that you fast and slow Conor and Trubisky stuff about cognitive bias throughout his most qualified decision makers we deal with don't make a lot of cognitive errors”
Where to get it
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Into Thin Air
Recommended“I often give executives this book in thin air it is a great description of the compounding effect of bad decisions it's not the first decision that kills them it's the last decision they make”
Where to get it
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Legacy
Recommended“we use this book called Legacy and it's interesting because Legacy is one of the books that we use this book is by James Kerr I recommend it”
Where to get it
Other mentions in this episode (1) — ad reads, self-promotion and passing references, never counted
Passing The Checklist Manifesto
“is it Atul Gawande checklist manifesto type stuff what are the tools in that toolkit that are actually effective at improving this category of error”