Good investing is  a continuous evaluation of business characteristics, valuation and judgement about the people running the show. Valuation is math and perseverance. The changing natures of business models and the wonder and flaws of people are shifting sands requiring induction, analogy, judgement and insight. Some people think and write well about it. Here is a partial list for the last year that I found interesting:

Strategy: The Difference and Why It Matters 
– Richard Rumelt

Little Bets: How Breakthrough Ideas Emerge from Small Discoveries
– Peter Sims

The Limits of Strategy: Lessons in Leadership from the Computer Industry
– Ernest Von Simson

Talent Is Overrated: What Really Separates World-Class Performers from EverybodyElse
– Geoffrey Colvin 

Old Masters and Young Geniuses: The Two Life Cycles of Artistic Creativity
– David W. Galenson

And for the farther right side of the brain:

When the Garden Was Eden: Clyde, the Captain, Dollar Bill, and the Glory Days of the New York Knicks – Harvey Araton

A Fatal Inversion
– Ruth Rendell

The Tiger’s Wife
– Téa Obreht

Los Angeles Stories
– Ry Cooder

The Reluctant Fundamentalist
– Mohsin Hamid

Hitch-22: A Memoir
– Christopher Hitchens