Excess Returns

Robert Hagstrom on Warren Buffett, Bill Miller and Finding High Quality Companies


Listen Later

There have been so many books written about Warren Buffett that it can be hard to keep track of them. But before all of that could happen, someone had to be the first. This week we are joined by Robert Hagstrom, whose book The Warren Buffett Way was the first book that took a detailed look at Buffett's investment strategy. And subsequent to that, he has also published The Warren Buffett Portfolio and Warren Buffett: Inside the Ultimate Money Mind, which looked at how Buffett constructs portfolios and the mental aspects on his investment process. Robert is also a Senior Portfolio Manager at EquityCompass and has a long record of taking the principles of Buffett and applying them in the real world. 

In the interview, we look at the details of the investment process that has made Buffett successful and what Robert has learned managing money using Buffett's principles over his career. We also look at Robert's lessons from working with Bill Miller and how Miller has helped redefine the way investors define value investing. 

We hope you enjoy the discussion. 

SEE LATEST EPISODES

https://www.validea.com/excess-returns-podcast

FIND OUT MORE ABOUT VALIDEA

https://www.validea.com

FOLLOW OUR BLOG

https://blog.validea.com

FIND OUT MORE ABOUT VALIDEA CAPITAL

https://www.valideacapital.com

FOLLOW JACK

Twitter: https://twitter.com/practicalquant

LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

FOLLOW JUSTIN

Twitter: https://twitter.com/jjcarbonneau

LinkedIn: https://www.linkedin.com/in/jcarbonneau

...more
View all episodesView all episodes
Download on the App Store

Excess ReturnsBy Excess Returns

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

60 ratings


More shows like Excess Returns

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

579 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,059 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

938 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

801 Listeners

Flirting with Models by Corey Hoffstein

Flirting with Models

221 Listeners

Alpha Exchange by Dean Curnutt

Alpha Exchange

83 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

361 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

304 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

90 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

389 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

102 Listeners

The Business Brew by Bill Brewster

The Business Brew

246 Listeners

Forward Guidance by Blockworks

Forward Guidance

273 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

365 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

89 Listeners