Thomas Russo Video Lecture Link

A reader kindly sent this–a Thomas Russo lecture on video. Mr. Russo focuses on stable franchise businesses like tobacco, food and beverage companies.   When I think of him, I hear his quote: “If you want to beat the market, own the S&P without the airlines.”

He is simply trying to buy better-than-average businesses, but I don’t know how focused Mr. Russo is on the price paid.

A video of 94 minutes:

Comments welcome.

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