Podcasts Business Investing Capital Allocators – Inside the Institutional Investment Industry Thomas Russo All About Berkshire Hathaway (Capital Allocators, EP.89)

Thomas Russo All About Berkshire Hathaway (Capital Allocators, EP.89)

Published: March 4, 2019, 10:30 a.m.

b'

Tom Russo is the Managing Member of Gardner Russo & Gardner.\\xa0 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.\\xa0 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.\\xa0 First, we talk solely about his holding in Berkshire Hathaway, a stock he first bought 38 years ago.

The conversation covers Tom\\u2019s 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\\u2019s CEOs, the subdivisions of insurance, public market investments and regulated businesses, valuation, compensation, Berkshire after Warren, and Tom\\u2019s sell discipline.

We close with a teaser for next week\\u2019s episode, as Tom reveals the name of the first significant stock he\\u2019s bought for his clients in eight years.

Learn More

\\xa0

Discuss show and Read the Transcript

\\xa0

Join Ted\'s mailing list at\\xa0CapitalAllocatorsPodcast.com

\\xa0

Join the Capital Allocators Forum

\\xa0

Write a review on iTunes

\\xa0

Follow Ted on twitter at @tseides

\\xa0

For more episodes go to\\xa0CapitalAllocatorsPodcast.com/Podcast

'