Episode · Invest Like the Best · 2017-02-28
Patrick O'Shaughnessy & John Rogers: books mentioned on Invest Like the Best #26
John Rogers – Slow and Steady Wins the Race - [Invest Like the Best, EP.26]
My guest this week is John Rogers, founder, CEO and CIO of Ariel investments, one of the longest standing asset management businesses still in existence. John has a very impressive resume.
John Rogers recommended The Money Masters by John Train, and discussed A Random Walk Down Wall Street by Burton Gordon Malkiel. Patrick O'Shaughnessy discussed Contrarian Investment Strategies by David Dreman.
Books mentioned, in the order they came up
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A Random Walk Down Wall Street
Discussed“While I was at Princeton, we had to read a random walk down Wall Street in our corporate finance course. And Burt Malkiel was actually the head of the economics department at the time.”
Where to get it
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Contrarian Investment Strategies
Discussed“I always tell people that the first book I read that really just rewired my brain was David Dreeman's Contrarian Investment Strategies. And I'm curious if there was something similar for you in the early days”
Where to get it
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The Money Masters
Recommended“But the first book that really had a big impact was The Money Masters by John Train, where you read about the great value investors in that book. They were, you know, you could read about John Templeton, you could read about Warren Buffett, you could read about Ben Graham.”
Where to get it
