value investing framework

Pixel art poster reading “THE ESSAYS OF WARREN BUFFETT” showing Warren Buffett holding an open book, surrounded by stacks of cash and coins, a “long-term thinking” shield, charts labeled “owner earnings,” and books titled capital allocation, governance, and ownership.
Books

The Essays of Warren Buffett Book Review: Lawrence Cunningham’s Cleanest MBA Education in Capital Allocation

The Essays of Warren Buffett, edited by Lawrence A. Cunningham, is one of the most useful business books an MBA candidate can read because it turns Buffett’s Berkshire Hathaway shareholder letters into a structured curriculum. This isn’t a “stock picking” manual, it’s a worldview rooted in capital allocation, honest accounting, governance, incentives, and long-term ownership thinking. Buffett’s clarity cuts through corporate noise and teaches readers how great businesses compound value over decades. If you want to think like an owner instead of a spectator, start here.

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Pixel art poster reading “MARGIN OF SAFETY” showing a value investor holding a book, surrounded by stacks of cash and coins, a shield symbol, charts, a “PRESERVE CAPITAL!” checklist, and the words “intrinsic value.”
Books

Margin of Safety Book Review: Seth Klarman’s Rare Value Investing Classic on Capital Preservation and Discipline

Seth A. Klarman’s Margin of Safety is one of the most mythologized investing books ever written, but its reputation comes from more than scarcity. It’s a modern value investing playbook built around one obsession: avoiding permanent capital loss. Klarman reframes risk as irreversible damage, not volatility, and insists on buying with a buffer, resisting crowd psychology, and staying patient when prices demand discipline. For MBA readers, the book is a masterclass in decision-making under uncertainty, incentive distortion, and the power of optionality when everyone else is forced to act.

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