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Star Value Investor Tom Russo On His Favorite Valuation Metric

July 08, 2013
For Tom Russo 2008 was a great opportunity to rotate out of many of his domestic holdings and into international companies whose stock prices had collapsed. Russo liked this opportunity because many of his domestic holdings were running out of opportunities to reinvest cash flow and were often not making optimal capital allocation decisions.

International companies with exposure to emerging markets meanwhile still have much brighter growth prospects ahead of them.

In the following video Russo discusses portfolio management and his favorite valuation metric:

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Canadian Value

Rating: 4.3/5 (18 votes)


Valu2day premium member - 2 years ago
Thanks for sharing this clip. I have listened to this interview before, but it was great to hear this segment again. How many investors discard an idea or never see one because they only look or screen for P/E?

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