Author Topic: Exclusive Interview with Tom Russo  (Read 7127 times)

educatedidiot

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Re: Exclusive Interview with Tom Russo
« Reply #10 on: February 14, 2018, 03:36:24 PM »
Gardner, Russo & Gardner's Q4 13-F is out and they are reporting over 100 new positions(!).  Now these are all tiny, so perhaps they are essentially tracking positions, but it certainly seems to be a list of companies that might be worth searching through:
http://www.rocketfinancial.com/Holdings.aspx?id=386&fC=1


tefl0n

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Re: Exclusive Interview with Tom Russo
« Reply #11 on: February 14, 2018, 09:51:31 PM »
They appear to have added nearly ~$800M worth of Anheuser-Busch InBev.

rb

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Re: Exclusive Interview with Tom Russo
« Reply #12 on: February 16, 2018, 06:03:13 PM »
They appear to have added nearly ~$800M worth of Anheuser-Busch InBev.
Nah. The rocket financial report is incorrect. They only added about 90,000 shares... roughly $9 million.

John Hjorth

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Re: Exclusive Interview with Tom Russo
« Reply #13 on: February 17, 2018, 09:12:20 AM »
Gardner, Russo & Gardner's Q4 13-F is out and they are reporting over 100 new positions(!). ...

Quite weird to observe indeed. - Especially if one look at those particular trackers. Incoming capital/accounts to be reallocated?
« Last Edit: February 17, 2018, 09:18:14 AM by John Hjorth »
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cubsfan

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Re: Exclusive Interview with Tom Russo
« Reply #14 on: February 17, 2018, 10:51:33 AM »
Gardner, Russo & Gardner's Q4 13-F is out and they are reporting over 100 new positions(!). ...

Quite weird to observe indeed. - Especially if one look at those particular trackers. Incoming capital/accounts to be reallocated?

I think Tom runs a bunch of individual accounts as well, so some of those positions may be inherited.

voyager

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Re: Exclusive Interview with Tom Russo
« Reply #15 on: February 21, 2018, 10:30:04 AM »
Gardner, Russo & Gardner's Q4 13-F is out and they are reporting over 100 new positions(!). ...

Quite weird to observe indeed. - Especially if one look at those particular trackers. Incoming capital/accounts to be reallocated?

I think Tom runs a bunch of individual accounts as well, so some of those positions may be inherited.

Yes - it's a bunch of individual accounts.

Liberty

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Re: Exclusive Interview with Tom Russo
« Reply #16 on: March 04, 2019, 05:01:26 PM »
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

Liberty

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Re: Exclusive Interview with Tom Russo
« Reply #17 on: May 13, 2019, 07:29:55 AM »
20 minute interview with Tom Russo (from 2016):

https://www.youtube.com/watch?v=yCpd_3aLHQM&feature=youtu.be

"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen