Person
Every book Connor Leonard recommended on podcasts
Key facts
- Connor Leonard has recommended or discussed 2 books on podcasts, as of November 21, 2017.
- Connor Leonard has talked about books on 1 podcast, as of November 21, 2017.
- Those books came up in 1 episode, as of November 21, 2017.
- The 2 books Connor Leonard has mentioned in the most episodes, as of November 21, 2017: Margin of Safety and The Outsiders.
- The latest episode with a book mention from Connor Leonard aired on November 21, 2017.
Updated
Connor Leonard appeared on the Invest Like the Best podcast to share insights on capital-light compounders and reinvestment moats. During the conversation, Leonard discussed several influential books that shaped his perspective on investing and business management. He praised William N. Thorndike Jr.'s book, The Outsiders, highlighting it as one of his favorite business resources. Leonard explained that Thorndike's work illustrates a specific category of legacy-moat businesses successfully run by what he defined as outsider management teams. Additionally, Leonard recalled how receiving Seth Klarman's book, Margin of Safety, from a partner during his first week at a fund fundamentally changed his career trajectory. He noted that reading the first chapter late one night felt like a light bulb turning on, instantly sparking an enduring obsession with value investing that guided his professional development from that point forward. Through these recommendations, Leonard emphasized the profound impact that foundational business and finance literature can have on shaping an investor's philosophy, analytical framework, and long-term approach to evaluating companies, capital allocation strategies, and market opportunities within the broader financial landscape.
Books Connor Leonard recommended or discussed
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Margin of Safety
Recommended“One of the partners in our fund when I was in my first week gave me the book margin of safety. Um, I remember reading the first chapter late one night and it was literally the light bulb went off and I became obsessed with value investing from that point.”
Where to get it
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The Outsiders
Recommended“So William Thorndyke has been a guest on your podcast. His book, The Outsiders is one of my favorite business books. There's a handful of management teams out there that I would say are outsider management teams.”
Where to get it
Appearances
| Episode | Podcast | Date | Books |
|---|---|---|---|
| Connor Leonard - Capital Light Compounders & Reinvestment Moats - [Invest Like the Best, EP.64] | Invest Like the Best | 2017-11-21 | 2 |
Other mentions (3: passing, ad reads, own books)
“So what I mean by that is if you were to go back to securities analysis, Ben Graham's work, or even looking more at like Seth Klarman's stuff from margin of safety, a lot of it is you're looking for statistically cheap securities.”
“So what I mean by that is if you were to go back to securities analysis, Ben Graham's work, or even looking more at like Seth Klarman's stuff from margin of safety, a lot of it is you're looking for statistically cheap securities.”
“The whole pet food market is one that I like to spend time on and just look at companies in there because you've got this trend, the humanization of pets, which is basically, you know, what I like to say is humans have been domesticated pets for 15,000 years. That's what the book Sapien said, but it's changed a lot,”