Kyle Harrison
to-read
The Warren Buffett Portfolio
The Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy
- Author
- Robert Hagstrom
- Published
- 1999
- Pages
- 246
- Recommended
- 2 times
Why it’s on the list: Robert Hagstrom argues for focus investing — concentrating a portfolio in a few thoroughly understood, high-quality businesses rather than diversifying broadly, drawing on Buffett’s methods.
Where I heard about it
- Charlie Munger — on the reading list in Poor Charlie’s Almanack, his perennial list of books that build a latticework of multidisciplinary mental models.
- Li Lu — on Li Lu’s Recommended Book List, under Value Investing, Finance, and Capitalism.
Connections
- Poor Charlie’s Almanack — surfaced on Charlie Munger’s recommended-reading list.