Joined EquityCompass in 2014, launched its Global Leaders Portfolio and became CIO in March 2019; ran Legg Mason's Growth Equity Strategy for 14 years and wrote The Warren Buffett Way.
EquityCompass Investment Management
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The Warren Buffett Way was the first book to reconstruct Buffett's purchases as a repeatable set of business, management, financial and valuation tests, and it set the template later Buffett books follow. Latticework and Investing: The Last Liberal Art carry the same argument into physics, biology and psychology as sources of investment models.
6 books of their own · 25 appearances
Buffett's method as tests of the business, its managers, its finances and price.
Recommended by: Mohnish Pabrai, Bill Ackman, Howard Marks and 1 other
The case for focus investing: ten to fifteen stocks held for a long time.
Recommended by: Charlie Munger, Mohnish Pabrai and 1 other
What physics, biology, psychology and other fields teach about investing.
“here's a book I read, Robert Hagstrom, who has written a lot of books about Buffett” — Thomas Gayner
Source: Masters in Business transcript: Thomas S. Gayner, Markel Corp
Recommended by: Morgan Housel, Thomas Gayner
Mental models from physics, biology and psychology, applied to investing.
“I'd recommend reading Robert Hagstrom's outstanding book, Latticework.” — Mohnish Pabrai
Source: Pabrai recommending Hagstrom's book on mental models
Recommended by: Mohnish Pabrai
Buffett's approach set out as tenets for judging businesses, managers and prices.
“I recommend all of Hagstrom's books on Buffett.” — Mohnish Pabrai
Source: Mohnish's Bookshelf — Books on Investing & Capital Allocation, entry 225
Recommended by: Mohnish Pabrai
Reasoning methods of fictional detectives such as Dupin applied to stock analysis.
Recommended by: Mohnish Pabrai
The Warren Buffett Way | Buffett's method as tests of the business, its managers, its finances and price. | 1994 | T2 | Mohnish Pabrai, Bill Ackman, Howard Marks and 1 others |
The Warren Buffett Portfolio | The case for focus investing: ten to fifteen stocks held for a long time. | 1999 | T2 | Charlie Munger, Mohnish Pabrai, Rational Capital Investment Fund |
Investing: The Last Liberal Art | What physics, biology, psychology and other fields teach about investing. | 2013 | T2 | Morgan Housel, Thomas Gayner |
Latticework: The New Investing | Mental models from physics, biology and psychology, applied to investing. | 2000 | T2 | Mohnish Pabrai |
The Essential Buffett | Buffett's approach set out as tenets for judging businesses, managers and prices. | 2001 | T2 | Mohnish Pabrai |
The Detective and the Investor: Uncovering Investment Techniques from the Legendary Sleuths | Reasoning methods of fictional detectives such as Dupin applied to stock analysis. | 2002 | T2 | Mohnish Pabrai |