Preview Mode Links will not work in preview mode

Capital Allocators


Mar 11, 2019

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