Robert G. Hagstrom

Robert G. Hagstrom

Person

Heard in 1 episode across 1 show since Oct 2026

Robert G. Hagstrom is an investment professional who serves as Chief Investment Officer and Senior Portfolio Manager at EquityCompass. He is known for writing The Warren Buffett Way and other books on value investing and long-term business ownership.

Episodes

1
across 1 show

First heard

Oct 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

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MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20260
Oct 20261

What Robert G. Hagstrom has said on podcasts

5 statements

  1. on Investment position sizingNegativeOct 11, 2026· Excess Returns

    A declining margin of safety justifies reducing a position.

    “the margin of safety declines, that's a legitimate reason to alter the size of the bet”

    Listen at 22:40

    Open the episode · The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great Businesses
  2. on Return on capital and valuation multiplesPositiveOct 11, 2026· Excess Returns

    Businesses with higher returns on capital deserve higher valuation multiples.

    “one has a 50% return on capital. Another one has 12% return on capital. I obviously shouldn't pay the same multiple for both businesses.”

    Listen at 33:52

    Open the episode · The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great Businesses
  3. on HyperscalersPositiveOct 11, 2026· Excess Returns

    Hyperscalers may eventually return to very strong cash-flow generation.

    “they will return back to being cash flow monsters”

    Listen at 41:46

    Open the episode · The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great Businesses
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Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

1 episode featuring Robert G. Hagstrom, newest first

Works by Robert G. Hagstrom

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