Creating a Portfolio like Warren Buffett

Ramaswamy, an investor who runs a small partnership, wrote this to set out how he applies Buffett's approach in his own portfolio. The reference has not verified the book's detailed contents.

The territory such a book covers is the standard Buffett framework applied by an individual practitioner: identifying businesses within a circle of competence, assessing the durability of competitive position, evaluating management on capital allocation, estimating intrinsic value through discounted owner earnings, requiring a margin of safety between that estimate and the price, and holding for long periods with concentrated positions.

The distinguishing content in a book of this kind, when it has any, is the author's own worked examples: specific companies analysed with the figures available at the time, showing how the framework was applied and what the outcome was. Whether this volume supplies that, and at what quality, the reference has not established.

The general caution applies to this whole category. Buffett's shareholder letters are published free, Hagstrom, Cunningham and others have written the standard secondary treatments, and books explaining the method by authors without a public verified record add little unless they contain original worked analysis. Readers should check whether the book contains the author's actual investment analyses with dates and figures before relying on it.