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

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. 

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