Whitney Tilson On The Art Of Value Investing

Whitney Tilson On The Art Of Value Investing | Forbes

Рет қаралды 51,567

11 жыл бұрын

Tilson discusses the three most dangerous words for investors, how to invest for the long-term and why he dissolved his firm T2 Partners to create his own firm, Kase Capital. Part 1 of a 2-part interview with Steve Forbes. Watch Part 2: • Video

Пікірлер: 44

@samvoulalis205 3 жыл бұрын

I watch Whitney Tilson & Ron Barons interview every six months for the past 4 years. The intuition on these guys have purely changed my life financially

@Forbes 11 жыл бұрын

Part 2 will post in the coming days. THanks for viewing, and please check back!

@loveanimals-0197 2 жыл бұрын

Tilson founded and managed the hedge fund Kase Capital (formerly T2 Partners and the Tilson Growth Fund) from 1999 to 2017. The fund closed in September 2017 after underperforming the market for a number of years. LOL.

@ghytd766 11 жыл бұрын

Looking forward to part 2. I try to listen to everything Tilson says. He's had a couple bad years, but I'm certain he will come back strong.

@loveanimals-0197 2 жыл бұрын

At 20:00, he's talking about AIG. It traded at around USD 54 a stock in Jul 2014, and in Sep 2021, is still around USD 54. Dividend of 2.4%. Not sure what he was on about. Looks like a bad pick?

@Josue.ab7 2 жыл бұрын

Surprised of why not many recent comments here, this needs more views.

@goliverapr44 10 жыл бұрын

thank you: very educational interview, can't wait to read the book.

@abhi-ft7sk 6 жыл бұрын

i like this interviewer

@healthychildbrain 6 жыл бұрын

Excellent talk. God bless

@mr.g4999 10 жыл бұрын

I am waiting for part 2

@dogestranding5047 8 жыл бұрын

A great mind in investing. I like his ideas a lot. I hope he can outperform in the future.

@kingallen8046 11 жыл бұрын

Great interview, this man knows investing

@TheCorpRaider 11 жыл бұрын

Hey, why don't you guys update the podcast for intelligent investing anymore? I for one would subscribe.

@CJKeig 11 жыл бұрын

Great video but where is part 2?

@junkimcfa5251 6 жыл бұрын

Value investing

@tyronerichards9210 10 жыл бұрын

second most dangerous two words are "lose money"

@CeleronS1 9 жыл бұрын

and third one with 4 words is "paper loss is real loss" :)

@jayschmitt3627 9 жыл бұрын

Tyrone Richards two in the pink one in the stinkeight words equally important

@Remembering-rq6si 8 жыл бұрын

Tyrone is proof that most people have NO BUSINESS investing in individual stocks.

@thumbliner 5 жыл бұрын

Sir Alex Ferguson

@chrisconnell8464 10 жыл бұрын

Do the opposite of that this man says. You'll do just fine.

@hargaisaowen7131 3 жыл бұрын

lol so far so good?

@samvoulalis205 2 жыл бұрын

@@hargaisaowen7131 I want Chris to show us his 7 year performance. Doubt it’s better than Tilson

@ibreakkidslegs 4 жыл бұрын

> believing nate silver

@Sachz 3 жыл бұрын

Seven years later. This didn’t age Well. Haha

@samvoulalis205 2 жыл бұрын

Care to elaborate on what didn’t age well?

@Tuxster3 9 жыл бұрын

Forbes I wish Whitney Tilson would stop calling himself a value investor. He runs a HEDGE fund for godsake! And he buys growth stocks. Just because a growth stock is currently selling below its intrinsic value doesn't make it a value stock.

@dogestranding5047 8 жыл бұрын

Running a hedge fund doesn't stop you from being a value investor. Buffett has said that growth and value are joined at the hip.

@dogestranding5047 8 жыл бұрын

And "value" stocks can still underperform.

@Tuxster3 8 жыл бұрын

Bryan Wheelock Only if your fair value calculators are off. Using a healthy margin of safety in your fair value would preclude this from happening.

@dogestranding5047 8 жыл бұрын

Tuxster3 A hedge fund is really just an investment partnership. Bill Ackman is a value investor, so is Klarman.

@Tuxster3 8 жыл бұрын

Bryan Wheelock True, but hedge fund managers do things that a true value investor would never, like shorting stocks. Or, using other techniques to hedge the bets on their portfolios, so to speak. I don't believe Benjamin Graham -- who Buffet calls the greatest investor ever -- shorted stocks or did any of those types of things.