Autorentext

ROBERT G. HAGSTROM, CFA, is Chief Investment Officer of Equity Compass Investment Management, LLC, and Senior Portfolio Manager of the Global Leaders Portfolio. With more than 40 years of investment experience, Hagstrom has tracked Warren Buffett's investment philosophy since 1984. His three books on Buffett have sold over one million copies worldwide and have been translated into 18 languages.

Klappentext

PRAISE FOR THE WARREN BUFFETT PORTFOLIO "Robert Hagstrom sent me his latest book, The Warren Buffett Portfolio. I was flabbergasted to find it not only very well written, but a considerable contribution to the synthesis of human thought on the investment process. I would recommend that all of you buy a copy of Hagstrom's second Buffett book."
-Charlie Munger, Former Vice Chairman of Berkshire Hathaway, From the 1999 Berkshire Hathaway Shareholder Meeting "This is an outstanding investment book and an important one. In The Warren Buffett Way, Robert Hagstrom explained how Warren Buffett invests. In The Warren Buffett Portfolio, he explains how you can become a better investor. Studied carefully and taken to heart, the principles and methods covered in this book will profit the novice and professional alike. A rare achievement."
-Bill Miller, Former Portfolio Manager, Legg Mason Value Trust, 1998 Morningstar's Domestic Equity Fund Manager of the Year, 1990s Morningstar's Domestic Equity Fund Manager of the Decade "Thank you, Robert Hagstrom, for the finely honed thinking, the clear writing and simple strategies that help all of us be more successful at one of life's most intriguing and intimidating tasks: investing your money."
-Janet Lowe, Author, Damn Right! Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger

Inhalt

Preface ix

Chapter One Portfolio Management: A Tale of Two Strategies 1

Chapter Two Superinvestors of Buffettville 33

Chapter Three The Mathematics of Focus Investing 65

Chapter Four The Psychology of Focus Investing 105

Chapter Five The Philosophy of Focus Investing 127

Chapter Six How to Think About Market Prices 167

Chapter Seven Business-Driven

Appendix: Charlie Munger's Recommended Reading List 219

Notes 221

Acknowledgments 235

About the Author 239

Index 241