Valuation Perspectives
Thomas discusses the evolving expectations around investment returns, particularly in light of historical performance and current market conditions. He highlights the significance of capital sourcing and the impact of borrowing costs on returns. Additionally, he emphasizes the importance of separating operating companies from portfolio valuations while recognizing the unique advantages that come from their capital structure.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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