Tom Russo Resource Page

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Tom Russo photoNote: This page is undergoing construction, but when it is done will be the BEST resource page on Tom Russo on the internet. The resource page will consist of interviews with Russo, articles, presentations and most importantly shareholder letters. I am privy to some shareholder letters  which I cannot post, but contain a dearth of information on Tom Russo. His 2005 shareholder letter contains 50 pages of indepth discussion of his entire investment philsophy. I have more recent shareholder letters, but as will be evident from this page Russo’s investments rarely change. Tom Russo is one of the most unique investors I have ever encountered in that regard.

Below are Russo’s top holdings from http://www.gurufocus.com, and holdings by industry from http://www.dataroma.com. You can view Russo’s recent trades which are released every quarter from the 13-F here-http://www.gurufocus.com/holdings.php?GuruName=Tom+Russo&sort=position; however the holdings change very infrequently. One holding which will not show up is Cadbury, which Russo owned for many years, and bought more shares as the market tanked in 09. Cadbury was taken over by Kraft at a very high premium in 2010, and Russo is not a fan of Kraft (as explained below) so he sold out of the position.

Tom Russo bought Nestle in 1987, Berkshire Hathaway in 1982, Heinkein in 1989.

Ticker Company Industry Shares Value ($1000) % Weighting as of
2011-06-30 
Share # Change
from Last Period
Trade Impact to Portfolio (%) New!
Holding History
NSRGY Nestle S A Reg others 9,948,147 617,328 11.6592% +1.9% +0.22% History
PM Philip Morris International Personal & Household Goods 8,126,378 542,598 10.2478% +1.68% +0.17% History
BRK.A Berkshire Hathaway Inc. Cl A Insurance 3,715 431,330 8.1463% +4.47% +0.35% History
CFRHF CIE FINANCIERE RICH others 5,953,888 389,265 7.3519% +1.09% +0.08% History
HKHHF HEINEKEN HOLDING others 7,016,300 358,887 6.7781% +2.24% +0.15% History
SBMRF SABMILLER ORD $0.10 others 8,049,426 293,544 5.544% +3.95% +0.21% History
PDRDF PERNOD RICARD others 2,830,377 278,922 5.2679% +5.37% +0.27% History
WFC Wells Fargo & Co. Banks 8,075,615 226,602 4.2797% +17.7% +0.64% History
MA MasterCard Cl A Financial Services 744,059 224,215 4.2346% +7.99% +0.31% History
UN Unilever N.V. ADS Food & Beverage 6,485,557 213,051 4.0238% +4.8% +0.18% History
MO Altria Group Inc. Personal & Household Goods 7,064,590 186,576 3.5238% +1.79% +0.06% History

Sector % analysis

Consumer Staples 31.80
Consumer Goods 29.00
Financials 15.31
Services 9.87
Consumer Discretionary 9.65
Materials 2.60
Industrials 0.61
Energy 0.48
Health Care 0.46
Information Technology 0.13
Technology 0.07
Telecommunications Services 0.00

Articles & Commentaries

It will hopefully be finished within several weeks, in the meantime check out some interesting resources below:

2011

Analyzing Special Businesses: When Margins Matter

Tom Russo on the Capacity to Suffer

Cash-flush Buffett loads elephant gun – Times LIVE

2010
http://www.gurufocus.com/news/110526/conversations-with-tom-russo-buys-lamar-advertising-nextera-energy-berkshire-hathaway-wells-fargoConversations with Tom Russo; Buys Lamar Advertising, Nextera

US Bid for Tobacco Damages Rejected by High Court -…

2009

Buffett’s Berkshire Returns to Profit on Derivatives…

 

 

Unilever CEO Taps P&G Playbook as Sara Lee Heralds Acquisiti…

Berkshire Raises Wal-Mart Stake, Adds Exxon, Nestle

Thomas Russo: A Graham and Dodd Global Investor

 

 

 

Nestle Withdraws Forecast; Sales Miss Estimate (Update1) -…

2008

The Long-Awaited Spinoff of Philip Morris From Altria Is…

2007

Buffett’s possible successor sees profit in catastrophes a

2006

Tom Russo – Value Investor Congress 2006

 

 

 

AIG May Rise as Greenberg Seeks Management Shakeup (Update2)…

 Oak Value Interview: Know the Business

2005

AIG’s Greenberg Felled as Probes of Insurer’s Practices…

2003

Students meet with gurus of value investing

2000

Coca-cola Drops Quaker Bid .

 

 

Quaker Oats shares bubble on takeover talk But it’s…

1989

Little guys who fled stocks may be commodity victims

Three part panel discussion with Tom Russo, Bruce Greenwald, Bob Olstein and David Winters

 

WealthTrack 436 | 03-06-09 by WEALTHTRACK

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