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All About Google

With:
Thomas Russo

Public Equity

Manager

Episode: 90
March 10, 2019
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Episode Description:

Tom Russo is the Managing Member of Gardner Russo & Gardner. Last week, Tom talked in detail about his holding in Berkshire Hathaway. This week, we continue the conversation with his new holding in Google.

Our conversation covers buying Google now, comparing the company to Facebook, future growth opportunities starting from a large base, competition from Amazon, Google X’s long-term moonshots, and related stories in Tom’s portfolio companies Philip Morris and Nestle.

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