Stuart Mitchell of S. W. Mitchell Capital presented his thesis on Danone (France: BN) at European Investing Summit 2020.
I identify with how Tom Russo describes his approach -- that of a farmer rather than a hunter. The idea of gradual accumulation suits us. Over a long time, we hope it will result in rich harvests.
In the fall of 2017, John Mihaljevic sat down with Guy Spier, chief executive officer of Aquamarine Capital, for a wide-ranging conversation on value investing in Europe and beyond.
Christopher Rossbach presented his in-depth investment thesis on Essilor (Paris: EI) at European Investing Summit 2017. Essilor is the leading global prescription lens producer with a vertically integrated supply chain and 41% market share (more than 3x that of the…
Venrock partner David Pakman joined the MOI Global community at Latticework 2017, held at the Yale Club of New York City. David, an early investor in "challenger brand" Dollar Shave Club, presented Venrock's investment thesis on the changing landscape in…
Tom Russo spoke during a keynote Q&A session at Wide-Moat Investing Summit 2017. He addressed long-term shareholder value creation in global brands, including the shortening of management and investors’ time horizons and the potential impact of Third Point’s activism at…
In an episode of the Latticework Podcast, presented by MOI Global, Shai Dardashti speaks with Tom Russo about the role of global investing and mental models in a changing world. Tom Russo joined Gardner Russo & Gardner as a partner…