Robert Hagstrom on Warren Buffett, Bill Miller and Finding High Quality Companies
Excess Returns
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Warren Buffett, I'm Making the Decision. It's My Bet.
I was just wondering you had mentioned before, like your style of investing is like taking this Warren Buffett style investing and applying it to growth companies correct. Yeah. I just thought maybe if you want to spend a minute or two talking about maybe some of the investment criteria that you look at maybe it's return on invested capital but other criteria that are important to you and your investment process. Well, yeah, I mean, he has a funny quote, it was actually after the 2008 crisis and then the fall of that year, you know, he loaded up on all the financials,. You know, his Bank of America Goldman Sachs, and making some very, very large bets.
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