I've read several interviews with Mohnish Pabrai on the web and this week Joe Ponzio ran a couple of pieces about Pabrai on
F Wall Street:
October 2007 Archives at Joe Ponzio's F Wall Street Blog
I ordered
The Dhandho Investor: The Low-Risk Method to High Returns last week. Should arrive soon; I'll post my comments. BTW, someone already commented on
TDI somewhere on this site a while back.
After reading
A Mathematician Plays the Stock Market (I left some comments elsewhere around here) by John Allen Paulos, I also picked up his
A Mathematician Reads the Newspaper and
Innumeracy: Mathematical Illiteracy and its Consequences. Almost finished with the latter. You really have to like math to appreciate these books. E.g., Paulos's idea of a put down is to say that some people are so 'innumerate', they think that
(X + Y)^2 = X^2 + Y^2 
This actually made me laugh because, as anyone knows,
(X + Y)^2 = X^2 + 2XY + Y^2 
I'm also about half-way through an eBook,
Investing in REITs. This and other rather esoteric (and expensive) books are available through NetLibrary. I subscribe through my local public library; check to see if your local library is a NetLibrary provider. There are scores of books on investing available.
Investing in REITs has a great section reviewing the history of REITs and the bull and bear markets in REITs since the 1960s.
I aborted my reread of Jeremy Siegel's
Stocks for the Long Run. Firstly, I already buy into his thesis. Secondly, after about 80 pages, I started to remember how dull I found the book during my first go-around.
I sure hope Newman brings
The Dhandho Investor today. It's not raining, so I have a shot.
