Money and Finance
Tom Russo quote
“I consider myself to be a farmer—not a hunter. And I think most people on Wall Street are hunters. They like to fell big beasts and I’m very comfortable planting a few rows and just tending to them carefully.”
–Tom Russo, May 2012 Interview with ValueConferences
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Andrew Smithers On The Mcalvany Podcast
Quote from the interview: "We don't do forecasts. We try to explain rather than forecast." Link to interview: Valuing Wall Street with Andrew Smithers ................. Related books: The Road to Recovery: How and Why Economic Policy Must Change Valuing...
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Berkshire Profit Benefits From Shift To Rail, Utilities
Warren Buffett’s shift toward businesses like railroads and power production that provide steady profits is paying off for his Berkshire Hathaway Inc. Earnings from Burlington Northern Santa Fe and MidAmerican Energy Holdings accounted for $1.46 billion,...
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Learning From Superinvestors: The Wisdom Of Tom Russo
Tom Russo on the First Factor to Look at when Analyzing a Company Thomas A. Russo (transcript): “Well for me it would be the people. It would be who owns it and then it would be kind of who runs it, what’s the quality of the management team—it’s...
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Tom Russo And Paul Lountzis On Berkshire Hathaway
Via the team at ValueConferences. These were filmed before the Annual Meeting. Links to videos: Tom Russo on the Berkshire Hathaway Annual Meeting Paul Lountzis Updates Thesis on Berkshire Hathaway
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Random Links
Just a bunch of random things that might be worth reading if you've never come across them: An Hour with Mr. Graham All Strategy Is Local Jeremy Grantham: July 2006 Letter, which includes Everything I Know About the Market in 15 Minutes - Or...
Money and Finance