Investing Reading List

Classics

Intelligent Investor by Graham
Security Analysis by Graham and Dodd
Common Stocks and Uncommon Profits by Philip Fisher. The classic text for growth investing [ed: personally i did not get a lot from this and find the "rules" impracticable. The brutal introduction by his son is also revealing. However, emphasis on (endless) diliegence in investing was useful]
Reminiscences of a Stock Market Operater by Lefevre. Interesting both for insights on trading and of Wall Street in the early 20th century.
Where Are the Customers' Yachts?: Or A Good Hard Look at Wall Street by Fred Schwed. Interesting and funny but not a lot of actionable investment info.
Margin of Safety by Seth Klarman. Short but some nice examples and re-emphasis of the basic value investing principles. Plus diligence, always diligence. *
Berkshire Hathaway annual letters by Warren Buffet (read every one). You can get these from BH websitr
- Max Olson has done us a great service and created http://www.berkshireletters.com/ which gives a nice PDF copy
- Max Olson has also collected the Blue Chip Stamps letters https://www.gitbook.com/book/maxolson/blue-chip-stamps/details
Fairfax annual letters by Prem Watsa. Not quite as good (or as long-running) as Buffet but still excellent.
You Can be a Stock Market Genius by Joel Greenblatt. Very good and a nice intro to special situations (esp spin-offs).

Series / Interviews

Money Masters by John Train. Fascinating (it talked to many of the greats) plus full of interesting asides and a far cry from an average investment book (Train was obviously an erudite and intellectual man - like Graham really). Final short essay in first book about not obsessing about money is fascinating - and right.
Market Wizards by Jack Schwager. Whole series is good and provides a lot of insight into psychology and practice of trading.

Strategies

Contrarian Investment Strategy - first major articulation of the rotating low PE strategy. Plus interesting thoughts on psychology

General

Supermoney by Adam Smith. Not really so much about investment (though you will learn stuff) as a brilliant, witty reflection both on what investing tells us about ourselves and the state of america in the 60s and 70s. I would read anything immediately written by him. Like Graham and Train this is someone who really has a broad - and well-read - perspective on things.
Jim Grant e.g. Mr Market Miscalculates. Wasn't totally sure about the Baruch biography.
Liar's Poker and The Big Short by Michael Lewis

Specialist