Shifting Investment Strategies
Thomas discusses the evolution of investment strategies, particularly in capital-intensive, regulated businesses. He highlights the opportunities presented by deploying capital in underinvested sectors, while also addressing the risks posed by changing societal expectations and regulatory frameworks. The conversation delves into the delicate balance between investment returns and potential liabilities, especially in the context of utilities facing environmental challenges.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
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