Best books of 2011

As the year draws to a close I thought I’d jot down my favourite reads of 2011. 1. Competition Demystified – Bruce Greenwald and Judd Kahn As an investor, I’m obsessed with competition. Why some businesses succeed while others fail is tremendously interesting. I’m also dumbstruck by how few managers have a good handle on what drives their businesses. If I could encourage corporate Australia to read one book next year, this would be it. This is the book Michael Porter would have written if he were a value investor. Greenwald and Judd craft a compellingly simple argument that helps...

As the year draws to a close I thought I’d jot down my favourite reads of 2011.

1. Competition Demystified – Bruce Greenwald and Judd Kahn

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