Thomas Russo

In this engaging discussion, Thomas Russo, a renowned global investor known for his long-term investment strategies, shares invaluable insights from his encounters with legends like Warren Buffett and Bill Ruane. He reveals his philosophy on enduring short-term pain for long-term gains and emphasizes the critical nature of brand loyalty. Russo discusses the risks of agency costs, his successful investment journey with Berkshire Hathaway, and the significance of ethical investing. He also explores how curiosity fuels his investment decisions and the role of innovation in combating climate change.

Chris Hohn, Terry Smith, Josh Tarasoff, Michael Burry, and Thomas Russo talk about recent stock market gains, their well-performing portfolios including Netflix and Amazon, investment philosophies of Smith and Hone, the sale of Spotify's position, and an analysis of Russo's conservative portfolio holdings.