At the 2025 VALUExBRK event hosted by Guy Spier and Aquamarine Capital in downtown Omaha, Robert Hagstrom, Chief Investment Officer at EquityCompass and author of The Warren Buffett Way, delivered a talk that attacked modern portfolio theory and raised critical questions about the private equity industry's march into retail investing.
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Opting for no slides and a dose of humor, Hagstrom kicked off by poking fun at the TED Talk format. “I went to the store, I got the outfit, I went to the micrasonic. I looked in the mirror, I was like an air traffic controller in a disco,” he...
