Exclusive Interview with Tom Russo

[educatedidiot]

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]

They appear to have added nearly ~$800M worth of Anheuser-Busch InBev.

[rb]

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]

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?

[cubsfan]

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]

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]

New Russo podcast:

https://capitalallocatorspodcast.com/2019/03/03/russo2a/

[Liberty]

20 minute interview with Tom Russo (from 2016):

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

[Liberty]

Russo Q1 letter:

https://moiglobal.com/wp-content/uploads/Semper-Vic-Partners-L.P.-Letter-to-Investors-April-2020.pdf

[thowed]

Thanks - look forward to this - never seen a letter by him, just read the interviews, and was immediately taken by the whole 'capacity to suffer' etc.

Can't remember if you know Lindsell Train, a sensational outfit who are a relative comparator in the UK.  They have a bunch of very good think-pieces on their website that I think you'd enjoy if you haven't already.