RJC Capital research library · 17 books
RJC LibraryNotes for conviction.
A free shelf of investing classics for valuation, risk, cycles, and judgment. RJC frameworks and summaries are coming soon.
Free library accessBrowse all 17 booksSummariesSoon- Shelf
- 17 books
- Frameworks
- 4 disciplines
- Access
- Free
Beyond the book report
Reading is input. Judgment is output.
These will not be chapter recaps. Each note will turn a book into a repeatable decision tool—so the useful idea surfaces when a thesis, price, or position needs pressure-testing.
Less remembering. Better retrieval.
Four lenses. One process.
Use the right lens for the decision in front of you.
Select to explore
Decision prompt
Lens 1 of 4What must be true for this price to work?
Working principle
Separate business quality from purchase price. Make assumptions explicit, then demand room for error.
Read across
Graham · Dodd · Klarman
17 books. Free access.
Build the shelf you can use.
Every summary will be free. First notes are coming soon.