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Thomas Russo – All About Google (Capital Allocators, EP.90)
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
View all episodes
By Ted Seides – Allocator and Asset Management Expert
4.7
762762 ratings
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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