Carlton Lutts, the founder of our company, used to say that all you need to get from a book to make it worth the reading is one good idea. Cabot is headquartered in a decommissioned branch library, and the wall next to where I sit is lined with books on investing, some of them dating back to the 1920s. If you’re serious about becoming a better investor, you should be doing your homework, hoping that every book you read delivers that one good idea.