In their latest column for Kiplinger’s, Whitney Tilson and John Heins — who were way ahead of the curve in predicting the housing crisis — say they don’t think the housing collapse is behind us. “As much as we’d like to believe otherwise, we expect housing prices to resume their decline well into 2010,” the [...]
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Tag Archives: John Heins
Six Lessons from the Bear Market
September 4, 2009
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In their latest Kiplinger’s column, Whitney Tilson and John Heins — who were well ahead of the curve on the housing and financial meltdown last year — use their own experience and those of other noted investors to offer six lessons to take from the recent bear market. Their lessons: Beware of over-concentration: This one [...]
Read moreTilson & Heins Say Financial Sector Troubles Will Linger …
July 2, 2009
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In their “Discovering Value” column in Kiplinger’s, Whitney Tilson and John Heins say they think the strong recent market rebound is overdone, because we’re not out of the financial sector woods yet. “We think the financial system has many years of significantly higher than normal losses to work through,” the duo writes. “As the greatest [...]
Read moreTilson, Heins, and Recency Bias
April 27, 2009
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How did so many investors and analysts fail to recognize the looming economic and stock market crises in recent years? In their latest Forbes column, Whitney Tilson and John Heins say that “recency bias” is a big reason — and a major challenge facing all investors. “One of the more insidious investor biases is a [...]
Read moreTilson & Heins: How You Can Be a Stock “Lion” Like Templeton
March 11, 2009
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Barry Ritholtz isn’t the only successful manager saying investors should be making “watch lists”. In their latest “Discovering Value” column for Kiplinger’s, Whitney Tilson and John Heins say that maintaining a watch list of stocks you’re interested in is a key to good investing. “The stock market rarely offers truly exceptional buying opportunities, so it [...]
Read moreTilson & Heins: Look for Safer Buys in this Market
February 6, 2009
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In their latest “Discovering Value” column for Kiplinger’s, Whitney Tilson and John Heins warn that investors shouldn’t give in to the temptation to swing for the fences by buying speculative stocks after the recent market plunge, but instead should focus on solid, undervalued stocks. “Given the perilous state of the economy, this is not the [...]
Read moreWhat Does It Mean to be a Value Investor?
January 28, 2009
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In a piece written for Forbes.com’s “Gurus’ Guide to 2009“, John Heins and Whitney Tilson do a great job in examining just what makes an investor a value investor. While value investors come in all shapes and sizes — large-cap, small-cap, activist, non-activist, U.S.-focused, foreign-focused — Heins and Tilson list 12 similarities they share. A [...]
Read moreTilson, Heins See Upside
November 24, 2008
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In Kiplinger’s Discovering Value column, Whitney Tilson and John Heins say there are two silver linings that have emerged from the market turmoil. The first is that the unprecedented market volatility might be the signal of a stock market bottom, and once that bottom is reached the market could generate some impressive gains. The second [...]
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