Library

Any fool can know. The point is to understand.
– Albert Einstein

Our Publication

Welcome. We offer discretionary access upon request to our published research on a case by case basis. We also offer unrestricted access to our periodically published perspectives on various investment-related topics and invite you to explore our recommended reading list for anyone curious to learn more about investing, wealth management, critical independent thinking, and human economic behavior.

Research

Periodically, we publish our own research on a company or investment in which we are currently investing or have recently invested. We do not publish or maintain research coverage on all of our investments, and we do not make our research available for sale. If you are interested in our research, please inquire by email (info@knuffco.com) or telephone (650) 832-9010.

Worth Reading

On Bitcoin
On Digital Currencies
On ESG Investing
On Mitigating Downside Risk
On Passive Investing
On The Greatest Detriment to Investment Performance
On Why Investment Performance Should Be Reviewed Once A Year
7 Powers: The Foundations of Business Strategy
Against the Gods: The Remarkable Story of Risk
Common Stocks and Uncommon Profits and Other Writings (Wiley Investment Classics)
Good to Great: Why Some Companies Make the Leap…And Others Don’t
Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor
Misbehaving: The Making of Behavioral Economics
Noise: A Flaw in Human Judgment
Nonsense: How to Overcome It
On Bullshit
Poor Charlie’s Almanack: The Wit and Wisdom of Charles T. Munger (Abridged)
Predictably Irrational, Revised and Expanded Edition: The Hidden Forces That Shape Our Decisions
Principles: Life and Work
Security Analysis: Sixth Edition, Foreword by Warren Buffett
The Intelligent Investor Rev Ed.: The Definitive Book on Value Investing
The Little Book That Still Beats the Market (Little Books. Big Profits)
The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor
The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
The Value Investors: Lessons from the World’s Top Fund Managers
The Warren Buffett Way
Think Again: The Power of Knowing What You Don’t Know
Thinking, Fast and Slow