Warren Buffett has said that investing is simple, but it’s not easy, and in their latest Kiplinger’s column, value investors Whitney Tilson and John Heins explore that subject. “In The Little Book That Beats the Market, published in 2005, star money manager Joel Greenblatt describes a ‘magic formula’ for success that ranks stocks based on [...]
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Tag Archives: John Heins
Tilson & Heins on “Lottery” Picks
July 21, 2011
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While they are value investors, Whitney Tilson and John Heins say that it’s okay to swing for the fences on riskier stocks. “Overpaying for stocks is always a bad idea,” the duo writes in their latest Forbes column. “But there are times when the market offers what we consider mispriced options on success. We will [...]
Read moreTilson, Heins Like Money Managers
December 1, 2010
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In their latest column for Kiplinger’s magazine, Whitney Tilson and John Heins say they are high on an unloved area of the market: money management firms that specialize in stock funds. In the article (not yet available on Kiplinger’s web site), Tilson and Heins write that money management is a fairly simple and very profitable [...]
Read moreWhy The “Dissonant” Market Is Great News
October 11, 2010
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In their latest column for Kiplinger’s, Whitney Tilson and John Heins say the current investment climate is among the most dissonant as they’ve ever seen — and that the contradictory stances investors have toward stocks are making for a myriad of opportunities. Tilson and Heins say investors are “torn between wanting safety and craving yield”, [...]
Read moreTilson & Heins on Circles of Competence
August 11, 2010
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In their latest column for Kiplinger’s, Whitney Tilson and John Heins discuss the importance of investing within — while trying to expand — your “circle of confidence”. “Staying within your circle of competence is a central tenet of value investing,” Tilson and Heins write. “It’s clear that you’re more likely to succeed by investing in [...]
Read moreTilson & Heins on Shorting Opportunities
July 23, 2010
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In their latest Discovering Value column for Kiplinger’s, Whitney Tilson and John Heins discuss the ins and outs of short-selling, and offer some insight into where they are currently focusing their short-selling efforts. Tilson and Heins say they are value investors, and in choosing their long positions they take a classic value approach. But while [...]
Read moreTilson & Heins Play Defense
June 7, 2010
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In their latest “Discovering Value” column for Kiplinger’s, Whitney Tilson and John Heins say they are “playing defense” as the U.S. and world continue to deal with the fallout from the “bursting of the greatest bubble in history”. “As Americans, we’re hoping for a sharp, V-shaped economic recovery. But as investors, we’re not betting on [...]
Read moreTilson & Heins on How the Mighty Fall
March 19, 2010
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At the heart of good stocks are good companies, and in their latest Kiplinger’s column Whitney Tilson and John Heins offer their perspective on what causes some companies to falter. Tilson and Heins do so in discussing the new book from Jim Collins, How the Mighty Fall. “Investors can gain a lot of insight from [...]
Read moreTilson & Heins: “Buy-and-Forget” a Losing Proposition
February 2, 2010
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In their latest Kiplinger’s column, Whitney Tilson and John Heins examine a 10-year-old Fortune magazine article to stress some of their core beliefs about investing — including the idea that buy-and-hold investing (or, perhaps more accurately, “buy-and-forget” investing) can be a dangerous practice. The Fortune piece, entitled “10 Stocks to Last the Decade”, highlighted 10 [...]
Read moreTilson & Heins: Healthcare Fears Overdone
December 4, 2009
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Add two more top strategists to those who say that healthcare reform fears are creating some bargains in the sector. In their latest Kiplinger’s column — a piece on contrarian investing — Whitney Tilson and John Heins say they think the healthcare fears are overblown. “Investors fear that health-care reform will hurt the entire industry, [...]
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