Tom Russo - Is The Internet A Threat To Consumer Brands

Russo Still Likes Berkshire, Tobacco, Mastercard, Wells Fargo

Thomas Russo of Gardner Russo & Gardner sits atop a $6 billion stock portfolio and has added major names.


Russo Traditional holdings
The portfolio’s biggest love affair is with its long time sweetheart Nestle SA (VTX:NESN), which accounts for 10.65% of the portfolio, just over 14.6 million shares.  This allocation, which he has held since 1987, increased by . . .

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