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RWH013: Move Slow, Win Big W/ Thomas Russo
We Study Billionaires - The Investor’s Podcast Network
What Makes a Company Durable Over a Decade?
A lot of your reputation has been built on these very long-term investments in great consumer companies like Nestle. Can you talk about what these businesses embody in terms of the two great principles really that are at the heart of what you do, this capacity to reinvest and the capacity to suffer? Because I think it's such a profoundly important idea, such a great insight about what makes a company durable over decades. Yeah. You start with products that with strong brands, with strong enough brands. The consumer doesn't believe there could be an adequate substitute for. That's sort of what we start with when assessing the potential merit of any investment.
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