Robert Hagstrom on Warren Buffett, Bill Miller and Finding High Quality Companies
Excess Returns
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The Multi Discipline Approach to Markets
Justin: I absolutely do think that when you think in multi discipline terms you're able to see descriptions and the world is made up of a lot of different descriptions. And so it was one of the most enjoyable things that I have ever done in my life is being studying a multi discipline approach to markets. By the way, Bill Miller is just crushing it lately. Come back big time crushing it, you know if you go back and look at Mason opportunity trust mutual fund which is now 20 years old. It's the top 1% for you know every year for 20 years and he's just, it's an incredible, incredible investor.
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