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James Montier's recommendations

Tom Killalea
The list author says: "http://www.simoleonsense.com/miguel-barbosa-interviews-james-montier-part-1-value-investing-tools-techniques-for-intelligent-investing/"
Manias, Panics, & Crashes (6th, 12) by Kindleberger, Charles P - Aliber, Robert Z [Paperback (2011)]
Manias, Panics, & Crashes (6th, 12) by Kindleberger, Charles P - Aliber, Robert Z [Paperback (2011)]
Devil Take the Hindmost:  a History of Financial Speculation
Devil Take the Hindmost: a History of Financial Speculation
Engines That Move Markets: Technology Investing from Railroads to the Internet and Beyond
Engines That Move Markets: Technology Investing from Railroads to the Internet and Beyond
A Short History of Financial Euphoria (Penguin business)
A Short History of Financial Euphoria (Penguin business)