Capital Allocators – Inside the Institutional Investment Industry

Thomas Russo – All About Google (Capital Allocators, EP.90)

03.11.2019 - By Ted Seides – Allocator and Asset Management ExpertPlay

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Tom Russo is the Managing Member of Garnder Russo & Gardner. Last week, Tom talked in detail about his holding in Berkshire Hathaway.  This week, we continue the conversation with his new holding in Google. Our conversation covers buying Google now, comparing the company to Facebook, future growth opportunities starting from a large base, competition from Amazon, Google X’s long-term moonshots, and related stories in Tom’s portfolio companies Philip Morris and Nestle. 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

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