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Tom Russo of Gardner Russo & Gardner

http://www.valuepodcast.com/153#t=1:39.221 Investment Mandate: Consider great businesses and great managers, then align yourself with them for the long-term Buy a business with a margin-of-safety and that is capable of reinvesting; you are not just buying the discount between price and value you are buying the companies ability to sustain or increase earnings power Growth comes from… Continue reading →