Tom Russo joined Gardner Russo & Gardner LLC as a partner in 1989. In 2014 he became the Managing Member of the firm. Tom and Eugene Gardner, Jr. each manage individual separate accounts and share investment approaches and strategies. In addition, Tom serves as the Managing Member of the General Partner to Semper Vic partnerships.
Tobias Carlisle Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations , Carol Massar, Jim O’Shaughnessy and Patrick O’Shaughnessy, Millennial Money: How Young Investors Can Build... read more
Muhlenkamp Q4 2013 investor conference call transcript (see Ron Muhlenkamp 2013 letter here) Some of the things that we’ve been talking about the last three or four years came to fruition... read more
Inequality in America has become a major talking point in recent years. For many people though, the concept of inequality – the idea that wealth is spread very thinly... read more
Marketwatch's Ben Eisen posted a story on the several types of beneficiaries of Lehman debt that have turned richer in the past two years as payments from the demise... read more
Pershing Square Capital CEO, Bill Ackman expressed his optimistic outlook on midcap real estate companies, during his presentation at the Value Investing Congress in Manhattan, NY today, as featured in our earlier article. Ackman likes real estate investment trust General Growth Properties Inc (NYSE:GGP), citing that the stock has done incredibly well, since it emerged from the bankruptcy protection. Other Midcap real estate stocks... read more
As part of the annual Bogleheads event, Christine Benz sat down with Jack Bogle to get his forecasted returns for the major asset classes. Get The Timeless Reading eBook in... read more
Ron Muhlenkamp's memorandum to investors for the third quarter 2014. My first draft of this letter, which I wrote three weeks ago began with: Europe has not solved its problems; Nor has... read more
The United States is still in a strong stock bull market and it is not logical to be bearish when in a bull market. Get The Timeless Reading eBook... read more
Compelling Product and strong management combined with absurd short interest makes NIO the worst way to bet against China. Q3 hedge fund letters, conference, scoops etc After years of battling the... read more
Mario Gabelli, Chairman and CEO of Gabelli Funds, was on CNBC today (December 17th 2013) below are the clips from the show. Mario Gabelli says free market capital is very... read more
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