67 min listen
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
FromCapital Allocators – Inside the Institutional Investment Industry
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
54 minutes
Released:
Mar 4, 2019
Format:
Podcast episode
Description
Tom Russo is the Managing Member of Gardner Russo & Gardner. Tom and I sat down in Episode 16 to discuss his background and investment strategy in what was one of the most popular episodes on the show. He oversees $13B in a global value strategy focused on family-operated public companies. Our second conversation is a two-part episode for this week and next. First, we talk solely about his holding in Berkshire Hathaway, a stock he first bought 38 years ago. The conversation covers Tom’s initial purchase of Berkshire, company meetings, reaffirming his thesis and search for disconfirming information, the genius of Warren Buffett, research on Mitek, cross-fertilization of Berkshire’s CEOs, the subdivisions of insurance, public market investments and regulated businesses, valuation, compensation, Berkshire after Warren, and Tom’s sell discipline. We close with a teaser for next week’s episode, as Tom reveals the name of the first significant stock he’s bought for his clients in eight years. Learn More Discuss show and Read the Transcript Join Ted's mailing list at CapitalAllocatorsPodcast.com Join the Capital Allocators Forum Write a review on iTunes Follow Ted on twitter at @tseides For more episodes go to CapitalAllocatorsPodcast.com/Podcast
Released:
Mar 4, 2019
Format:
Podcast episode
Titles in the series (100)
Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20): Kip McDaniel is the Chief Content Officer and Editorial Director at Institutional Investor. Prior to joining II a year ago, Kip spent seven years as the Founding Editor and Editor-in-Chief of CIO Magazine, a media platform that led him to interview 2,00 by Capital Allocators – Inside the Institutional Investment Industry