The Intrinsic Value Podcast - The Investor’s Podcast Network MI307: Unpacking The Money Mind w/ Robert Hagstrom
Nov 21, 2023
Investment expert and author, Robert Hagstrom, discusses the benefits of reading fiction for investing, best mental models he learned from Bill Miller, understanding complex adaptive systems, using the DCF model according to Buffett and Munger, strategies for using multiple mental models, and interesting data points on concentrated portfolios.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
The Value of Reading Fiction for Investing
02:35 • 17min
Valuing Assets Based on Future Cash Flows and Discounted Rates
19:32 • 4min
Building Good Mental Models and Incorporating Various Disciplines in Investing
23:16 • 3min
Warren Buffett's Perspective on Volatility
26:37 • 32min
Connecting with the Guest and Promoting the Investors Podcast Mastermind Community
58:55 • 2min