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Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
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…
The skinny
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