Capital Allocators – Inside the Institutional Investment Industry

Thomas Russo – All About Google (Capital Allocators, EP.90)

Mar 11, 2019
Tom Russo, Managing Member of Gardner Russo & Gardner, shares his insights on investments, particularly focusing on his new position in Google. He discusses why now is a prime time to buy, comparing Google to Facebook and analyzing the competitive landscape with Amazon. Tom explores Google's growth potential, innovations through Google X, and how companies like Nestle and Philip Morris fit into his strategy. The conversation blends investment philosophy with personal anecdotes, showcasing Tom's emphasis on long-term value and thoughtful decision-making.
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INSIGHT

Delayed Investment

  • Tom Russo's concern about antitrust litigation was a major factor in delaying his Google investment.
  • This concern diminished as Google grew, and its advertising dominance became clear.
INSIGHT

Facebook's Shift

  • Facebook's engagement was partly driven by controversial practices they no longer employ.
  • Changes in advertising and data privacy significantly altered Facebook's business model.
INSIGHT

Google's Growth Drivers

  • Google's investments in diverse areas like YouTube, programmatic advertising, and moonshot projects offer future growth potential.
  • Waymo's potential in disruptive auto technology adds significant imputed value.
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