Investment Biker (Jim Rogers) — Aug 17, 2020
→ Forms the “Rogers Lens” (macro cycles, commodities, geopolitics, geography).
Fortune’s Formula (William Poundstone) — Sept 6, 2025
→ Basis for the Kelly Criterion section (ROI_Score formula, capital sizing).
A Man for All Markets (Edward O. Thorp) — Sep 19, 2024
→ Forms the “Thorp Lens” (technical advantage, quant anomalies, risk control).
How the Mighty Fall (Jim Collins) — Oct 17, 2022
→ Explicitly cited in SUCCESS vs LOSS Screen (hubris, denial, capitulation, salvation bets).
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