Fans pick 89 books like The Zulu Principle

By Jim Slater,

Here are 89 books that The Zulu Principle fans have personally recommended if you like The Zulu Principle. Shepherd is a community of 12,000+ authors and super readers sharing their favorite books with the world.

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Book cover of Corporate Finance: Principles and Practice

Ian Pagdin and Michelle Hardy Author Of Investment and Portfolio Management: A Practical Introduction

From my list on making finance interesting and engaging (especially if you’re not an academic).

Why am I passionate about this?

We first met about 10 years ago at Sheffield Hallam University, bonding as work colleagues over a love of enabling students to understand wealth management and finance in a way that we hoped they would find interesting and accessible. The books we chose mix our love of storytelling and making finance accessible by using real-world experiences. They do this in a unique way, challenging the reader to think about their understanding and perspective, something we try to do every day. It has been lovely to reread these books before writing the reviews, reminding us of what makes us tick. We hope they help you to find your tick too. 

Ian and Michelle's book list on making finance interesting and engaging (especially if you’re not an academic)

Ian Pagdin and Michelle Hardy Why did Ian and Michelle love this book?

We like this book because it has a “reader-friendly” style, which is particularly important for anyone unfamiliar with the subject. This also makes it practical for students of all levels and those interested in exploring a new area of interest.

The main topics of corporate finance are covered, giving detailed explanations of key principles while considering real-life situations by utilising practical examples to illustrate the issues explored. It provides an effective bridge between theory and practical application of techniques used by professional managers to achieve corporate objectives. The inclusion of questions for review and discussion allows the reader to self-test and reflect on their understanding and encourage critical thinking.

Our advice, brew a big mug of tea and make a start.

By Denzil Watson, Antony Head, Dora Chan

Why should I read it?

1 author picked Corporate Finance as one of their favorite books, and they share why you should read it.

What is this book about?

Familiarise yourself with the core concepts surrounding Corporate Finance with this reader-friendly text.

Corporate Finance: Principles and Practice, 8th Edition by Denzil Watson and Antony Head, is a comprehensive guide to the field, introducing you to the key topics and basic areas of Corporate Finance. This thoroughly updated edition is ideal for students in accounting, business, or finance-related studies at undergraduate, postgraduate, and professional levels.

Written and structured in a reader-friendly style for those new to the subject, the book explains clearly and step-by-step the essential principles and mathematical techniques needed without burdening you with unnecessary detail. The questions for…


Book cover of Making Money

Ian Pagdin and Michelle Hardy Author Of Investment and Portfolio Management: A Practical Introduction

From my list on making finance interesting and engaging (especially if you’re not an academic).

Why am I passionate about this?

We first met about 10 years ago at Sheffield Hallam University, bonding as work colleagues over a love of enabling students to understand wealth management and finance in a way that we hoped they would find interesting and accessible. The books we chose mix our love of storytelling and making finance accessible by using real-world experiences. They do this in a unique way, challenging the reader to think about their understanding and perspective, something we try to do every day. It has been lovely to reread these books before writing the reviews, reminding us of what makes us tick. We hope they help you to find your tick too. 

Ian and Michelle's book list on making finance interesting and engaging (especially if you’re not an academic)

Ian Pagdin and Michelle Hardy Why did Ian and Michelle love this book?

From the moment I first read a Discworld novel, I was hooked by the unique and whimsical twist, given by Terry Pratchett, to the situations his characters find themselves in. His clever use of humor allows him to entertain his readers while making complex financial concepts accessible to readers of all backgrounds. This use of humor and the underlying message that finance is as much about human nature as it is about numbers underpins my teaching and writing.

He highlights the quirks and motivations of bankers and entrepreneurs which I recognised from my time in the industry. But importantly he highlights the personal transformation and ethical dilemmas a quest for wealth can bring. For me, this resulted in really considering the true meaning of success.

That said he doesn’t shy away from addressing economic disparities. But overall, when I read this I was given a chance to view the finance…

By Terry Pratchett,

Why should I read it?

1 author picked Making Money as one of their favorite books, and they share why you should read it.

What is this book about?

This title features M19, F10, and Extras. This play can by played at various simple settings. Lord Vetinari wants to overhaul the banks of Ankh-Morpork so he appoints former con-man Albert Spangler, aka Moist von Lipwig, to the position of Mater of the Royal Mint, attached to a senior post at the Bank of Ankh-Morpork. Then Mrs Lavish, the bank manager, dies, leaving her dog Mr Fusspot - who also happens to be the majority shareholder - to Moist. Suddenly he finds himself in charge, and his life being threatened by resentful members of the Lavish family. His talent for…


Book cover of Karaoke Capitalism: Daring to Be Different in a Copycat World

Ian Pagdin and Michelle Hardy Author Of Investment and Portfolio Management: A Practical Introduction

From my list on making finance interesting and engaging (especially if you’re not an academic).

Why am I passionate about this?

We first met about 10 years ago at Sheffield Hallam University, bonding as work colleagues over a love of enabling students to understand wealth management and finance in a way that we hoped they would find interesting and accessible. The books we chose mix our love of storytelling and making finance accessible by using real-world experiences. They do this in a unique way, challenging the reader to think about their understanding and perspective, something we try to do every day. It has been lovely to reread these books before writing the reviews, reminding us of what makes us tick. We hope they help you to find your tick too. 

Ian and Michelle's book list on making finance interesting and engaging (especially if you’re not an academic)

Ian Pagdin and Michelle Hardy Why did Ian and Michelle love this book?

I was given a free copy of this book at a conference and only read it as I had nothing else to read at that point. But, for the time, its method of communicating ideas and concepts was revolutionary and this, as well as the contents of the book, have stayed with me.

I hadn’t read it for a while, but on re-reading it to write this review, I enjoyed it just as much as the first time. Once again, I am drawn to the emphasis on the individual and their ability to be creative, adaptable, and innovative. These concepts seem, in my eyes, to be lost in finance education but are fundamental to a strong real-world financial system that avoids the effects of the groupthink seen in the 2008 financial crash.

By Jonas Ridderstroale, Kjell A. Nordstrom,

Why should I read it?

1 author picked Karaoke Capitalism as one of their favorite books, and they share why you should read it.

What is this book about?

We all know that the rules by which business is conducted have changed. But by how much? The dot.commers who threw out the playbook and tried to reinvent everything crashed and burned. Back-to-basics and execution are refrains reverberating down corporate hallways. And yet there is still a sense of unease. Jonas Ridderstroale and Kjell Nordstrom, the outspoken authors of the international bestseller, Funky Business, present a provocative analysis of the social and cultural forces that are defining the business landscape-in particular, the fundamental relationships between employers and employees and between companies and customers.

Covering a huge terrain-from the impact of…


Book cover of The Routledge Companion to Accounting Communication

Ian Pagdin and Michelle Hardy Author Of Investment and Portfolio Management: A Practical Introduction

From my list on making finance interesting and engaging (especially if you’re not an academic).

Why am I passionate about this?

We first met about 10 years ago at Sheffield Hallam University, bonding as work colleagues over a love of enabling students to understand wealth management and finance in a way that we hoped they would find interesting and accessible. The books we chose mix our love of storytelling and making finance accessible by using real-world experiences. They do this in a unique way, challenging the reader to think about their understanding and perspective, something we try to do every day. It has been lovely to reread these books before writing the reviews, reminding us of what makes us tick. We hope they help you to find your tick too. 

Ian and Michelle's book list on making finance interesting and engaging (especially if you’re not an academic)

Ian Pagdin and Michelle Hardy Why did Ian and Michelle love this book?

This compendium of authors writing around their specific expertise is a compelling read. However, I chose it specifically for one chapter, the chapter on "Communication Apprehension and Accounting Education."

Two of the authors of this chapter were my professors when I was at university and their novel approach to education and assessment, which was years before its time, laid the foundations for skills and behaviors I have used in both my commercial and academic life. Increasingly I see students and professionals who are not as successful in their career due to a lack of communication skills.

For me, this book provides a practical and thought-provoking approach for those looking to understand a fundamental component of the financial world in the 21st century.

By Lisa Jack (editor), Jane Davison (editor), Russell Craig (editor)

Why should I read it?

1 author picked The Routledge Companion to Accounting Communication as one of their favorite books, and they share why you should read it.

What is this book about?

One of the prime purposes of accounting is to communicate and yet, to date, this fundamental aspect of the discipline has received relatively little attention. The Routledge Companion to Accounting Communication represents the first collection of contributions to focus on the power of communication in accounting.

The chapters have a shared aim of addressing the misconception that accounting is a purely technical, number-based discipline by highlighting the use of narrative, visual and technological methods to communicate accounting information. The contents comprise a mixture of reflective overview, stinging critique, technological exposition, clinical analysis and practical advice on topical areas of interest…


Book cover of Conserving Client Portfolios During Retirement

Wade Pfau Author Of Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success

From my list on preparing you for retirement.

Why am I passionate about this?

I am economist who first started exploring retirement planning for my own personal situation. I became so captivated by the topic that I changed fields and was selected as the Professor of Retirement Income at the American College of Financial Services. I am a past curriculum director for the Retirement Management Analyst designation and past program director for the Retirement Income Certified Professional designation. More recently, I am the co-creator of the Retirement Income Style Awareness and co-host of the Retire with Style podcast. I enjoy learning and teaching about all topics related to retirement.

Wade's book list on preparing you for retirement

Wade Pfau Why did Wade love this book?

When looking for the birth of retirement income planning, many arrows will point to William Bengen, a financial planner who looked to the historical data to better understand about what the sustainable spending rate from an investment portfolio is.

His pioneering research led to what is known today as the 4% guideline for retirement spending. In this book, he combines all his previous research into an easy-to-digest format. He explores what can be learned from historical data when it comes to retirement spending.

By William P Bengen,

Why should I read it?

1 author picked Conserving Client Portfolios During Retirement as one of their favorite books, and they share why you should read it.

What is this book about?

The leading edge of the baby boomer wave will pass through age 68 this year. Retirement looms large for them and the 20-year generation that follows. Although many in the generation have saved to supplement their retirement, they will probably live longer in retirement than any previous generation, so they must grapple with questions about how to manage that money and make it last. The purpose of this book is to present the author's groundbreaking research into this topic, presenting new material as well as an update of the original research in a comprehensive, authoritative form.


Book cover of The Most Important Thing: Uncommon Sense for the Thoughtful Investor

Martin S. Fridson Author Of Investment Illusions: A Savvy Wall Street Pro Explores Popular Misconceptions About the Markets

From my list on investing from a money manager.

Why am I passionate about this?

I’m a money manager for high-net-worth individuals. During my Wall Street years, I was ranked number one in my category in the Institutional Investor All America Research Survey for nine consecutive years. The CFA Society New York presented me its Ben Graham Award in 2017. I’ve served as a governor of the CFA Institute and consultant to the Federal Reserve Board of Governors. My writings have appeared in the Wall Street Journal, Barron’s, the Financial Times, and various scholarly journals. I live in New York City with my wife, musicologist Elaine Sisman. We have two children and five grandchildren.

Martin's book list on investing from a money manager

Martin S. Fridson Why did Martin love this book?

Forget bromides such as buying a stock because your experience with the company’s product has been good. The hugely successful money manager Howard Marks makes the essential point that the goal is not to find good companies but to make good purchases. “It’s not what you buy,” he says, “it’s what you pay for it.”  Investors who are interested in good outcomes rather than thrills will find many more sound principles in this book.

By Howard Marks,

Why should I read it?

2 authors picked The Most Important Thing as one of their favorite books, and they share why you should read it.

What is this book about?

"This is that rarity, a useful book."--Warren Buffett Howard Marks, the chairman and cofounder of Oaktree Capital Management, is renowned for his insightful assessments of market opportunity and risk. After four decades spent ascending to the top of the investment management profession, he is today sought out by the world's leading value investors, and his client memos brim with insightful commentary and a time-tested, fundamental philosophy. Now for the first time, all readers can benefit from Marks's wisdom, concentrated into a single volume that speaks to both the amateur and seasoned investor. Informed by a lifetime of experience and study,…


Book cover of The Elements of Investing: Easy Lessons for Every Investor

Mark Varder Author Of It's Not about How Smart You Can Be. It's about How Wealthy You Can Be.: Make the Most of the Market

From my list on for first-time investors in the stock market.

Why am I passionate about this?

Investing in the share market appears to be a bewildering, constantly shifting, extremely noisy, and busy world – one best left to the experts. Fortunes can be made but, equally, fortunes can be lost – with devastating results for those on the receiving end. And yet there are a few, simple, timeless principles to investing in the market successfully – and, ironically, those principles – known collectively as index or passive investing – will be more successful than all the noisy, busy stuff put out by the industry. In writing our book, this is what we would like as many people as possible to know. It’s not about being smart.  

Mark's book list on for first-time investors in the stock market

Mark Varder Why did Mark love this book?

This is a slim, to-the-point, easily understood book based on the same principles as the well-known book on writing, The Elements of Style. With its five chapters, it is the opposite of the highly complex, bewildering, we-know-more-than-you communication put out on a daily basis by the investment industry. Its wisdom is timeless. It’s all that a first-time investor needs to know.

By Burton G. Malkiel, Charles D. Ellis,

Why should I read it?

1 author picked The Elements of Investing as one of their favorite books, and they share why you should read it.

What is this book about?

Seize control of your financial future with rock-solid advice from two of the world's leading investment experts

Investors today are bombarded with conflicting advice about how to handle the increasingly volatile stock market. From pronouncements of the "death of diversification" to the supposed virtues of crypto, investors can be forgiven for being thoroughly confused.

It's time to return to the basics. In the 10th Anniversary Edition of The Elements of Investing: Easy Lessons for Every Investor, investment legends Burton G. Malkiel and Charles D. Ellis deliver straightforward, digestible lessons in the investment rules and principles you need to follow to…


Book cover of Asset Dedication: How to Grow Wealthy with the Next Generation of Asset Allocation

Wade Pfau Author Of Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success

From my list on preparing you for retirement.

Why am I passionate about this?

I am economist who first started exploring retirement planning for my own personal situation. I became so captivated by the topic that I changed fields and was selected as the Professor of Retirement Income at the American College of Financial Services. I am a past curriculum director for the Retirement Management Analyst designation and past program director for the Retirement Income Certified Professional designation. More recently, I am the co-creator of the Retirement Income Style Awareness and co-host of the Retire with Style podcast. I enjoy learning and teaching about all topics related to retirement.

Wade's book list on preparing you for retirement

Wade Pfau Why did Wade love this book?

Stephen Huxley and J. Brent Burns bring the topics of dedicated portfolio theory and asset-liability management to life by discussing how to think about retirement investments in a new manner.

They discuss how bonds can be used to meet upcoming expenses, while stocks and other growth investments are earmarked for longer term expenses. This allows each asset class to perform as it was meant. Bonds provide fixed income rather than being used in an asset allocation model that treats them as less risky versions of stocks.

In 2022, we were all reminded how both stocks and bonds can lose value. But when individual bonds are held to maturity, investors know what they will receive. 

By Stephen Huxley, J Burns,

Why should I read it?

1 author picked Asset Dedication as one of their favorite books, and they share why you should read it.

What is this book about?

This book presents the breakthrough technique that outperforms asset allocation - and takes your portfolio to the next level. Over the past two decades, asset allocation has become the holy grail of investment techniques. Experts championed it, brokers and financial planners sold it, clients bought it, and few questioned the wisdom of trying to squeeze widely varying investors and their financial goals into prefabricated "one size fits all" allocation formulas. Problem is, asset allocation has significant flaws in the way it is used today, especially for personal investors."Asset Dedication" exposes these flaws, corrects them, and propels investors and advisors into…


Book cover of The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money

Russell Wild Author Of Bond Investing For Dummies

From my list on investing so that you profit, not your broker.

Why am I passionate about this?

I collected coins a kid. I went to college and studied econ. I worked in a bank. I later became a financial journalist. And later, a professional money manager. I’ve always been fascinated by money…the way it moves around the world, the enormous role it plays in peoples’ lives, the power it gives a select few, the good it can do, and the way it grows. As a fee-only financial planner running my own shop, I'm only peripherally involved with Wall Street. That frees me to step back and look at the key players, the shenanigans, the sometimes awful greed. The books I’ve selected were instrumental in helping others make their money work for them.

Russell's book list on investing so that you profit, not your broker

Russell Wild Why did Russell love this book?

Finance doesn’t easily lend itself to humor, but Richards will make you laugh. His insights into the human mind, and human frailties are pure gold. In The Behavior Gap he examines the bad decisions that nearly all investors seem to make before they become good investors. You will recognize yourself in Richards’ words and in his whimsical and thought-provoking illustrations. This book is not so much about the optimal strategies of investing, but rather it focuses on the mindset needed to carry out those strategies. Yes, even we professionals can sometimes fall prey to portfolio-destroying greed, fears, and pie-in-the-sky thinking. I have read Richards's book a number of times to help keep my head screwed on straight, and it works its magic every time!

By Carl Richards,

Why should I read it?

1 author picked The Behavior Gap as one of their favorite books, and they share why you should read it.

What is this book about?

"It's not that we're dumb. We're wired to avoid pain and pursue pleasure and security. It feels right to sell when everyone around us is scared and buy when everyone feels great. It may feel right-but it's not rational."
-From The Behavior Gap

 


Why do we lose money? It's easy to blame the economy or the financial markets-but the real trouble lies in the decisions we make.

As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over. They were letting emotion get in the way of smart financial decisions. He…


Book cover of Unconventional Success: A Fundamental Approach to Personal Investment

Martin S. Fridson Author Of Investment Illusions: A Savvy Wall Street Pro Explores Popular Misconceptions About the Markets

From my list on investing from a money manager.

Why am I passionate about this?

I’m a money manager for high-net-worth individuals. During my Wall Street years, I was ranked number one in my category in the Institutional Investor All America Research Survey for nine consecutive years. The CFA Society New York presented me its Ben Graham Award in 2017. I’ve served as a governor of the CFA Institute and consultant to the Federal Reserve Board of Governors. My writings have appeared in the Wall Street Journal, Barron’s, the Financial Times, and various scholarly journals. I live in New York City with my wife, musicologist Elaine Sisman. We have two children and five grandchildren.

Martin's book list on investing from a money manager

Martin S. Fridson Why did Martin love this book?

As head of the Yale University endowment fund, the late David Swensen was one of the foremost innovators and most successful practitioners of institutional investing. Remarkably, he also wrote one of the best books ever for individual investors. Unconventional Success shows why on average, mutual fund investors significantly underperform the funds they own: They trade excessively, buying at the highs and selling at the lows, creating tax inefficiencies in the process. Swensen also valuably details hazards to avoid in fund selection. 

By David F. Swensen,

Why should I read it?

2 authors picked Unconventional Success as one of their favorite books, and they share why you should read it.

What is this book about?

In UNCONVENTIONAL SUCCESS, investment legend David Swensen reveals why the for-profit mutual fund industry consistently fails the average investor, from its excessive management and incentive fees to the frequent 'churning' of portfolios that forces investors to pay higher taxes. Perhaps most destructive of all are flagrant schemes designed to thwart regulators and further erode portfolios, limiting investor choice and reducing returns. Swensen's solution? A 'contrarian' investment alternative that creates more diversified, equity-oriented, 'market-mimicking' portfolios that minimize loss and reward the investor with the courage to stay the course. Swensen backs up his unconventional proposal with well-documented evidence supporting not-for-profit investment…


Book cover of Corporate Finance: Principles and Practice
Book cover of Making Money
Book cover of Karaoke Capitalism: Daring to Be Different in a Copycat World

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