Thomas Russo – All About Google (Capital Allocators, EP.90)
Capital Allocators – Inside the Institutional Investment Industry · Ted Seides – Allocator and Asset Management Expert
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Show Notes
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.
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