The Warren Buffett Portfolio

Author: Robert Hagstrom

Why it’s on the list: 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 saw it: Recommended in Poor Charlie’s Almanack — part of Charlie Munger’s perennial reading list of books that build a latticework of multidisciplinary mental models.