Capital Allocators – Inside the Institutional Investment Industry cover image

REPLAY (EP.16) Thomas Russo – Buy and Hold...and Then What

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Finding Value in Consumer Brands

This chapter explores the speaker's interest in investing in consumer brands and discusses their strategy of assessing brand loyalty and reinvestment opportunities. It highlights successful investments in companies like C's chocolate and Weetabix, and emphasizes the importance of long-term thinking in the face of short-term financial targets.

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