Tom Russo @Google On “Global value”- Capacity To Reinvest

Tom Russo talks @Google Talks Published on Feb 26, 2018

 

Thomas Russo describes the important ingredients of his tax-efficient, long-term buy-and-hold approach to “global value” equity investments. He touches upon the two aspects most important to his investments:

1. Reduction of Agency Costs 2. The “Capacity to Reinvest” Mr. Russo’s presentation, in addition, focuses on factors which form a sort of checklist which Mr. Russo observes when attempting to reduce risks in his search for global returns. Mr. Russo addresses a handful of investments which failed to deliver expected returns, believing that as Mr . . .

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