Monday, October 24, 2011

Tweedy Browne Interview on Morningstar

Morningstar interview with Will Browne and Tom Shrager, from Tweedy Browne.

Topics covered:
  • Where they see value today
  • What is their criteria for a good business
  • Tweedy portfolio overview
http://www.tweedy.com/video/ (requires Quicktime)
NB: this video is from May 2011, but only got posted today

Full Disclosure: CSCO (which is also a major holding of Tweedy Browne)