Top manager Whitney Tilson says the environment has become tough for value investors, but adds that he’s still finding some bargains out there. “This is not an ideal environment for a value investor like me because to find wonderful bargains it helps to have some distress in the market — or at least some area […]
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Tag Archives: Whitney Tilson
Tilson On His New Strategy
February 6, 2013 
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In his annual letter to clients, top value investor Whitney Tilson says he is getting back to basics now that he is managing money on his own. “I truly believe that less is more,” writes Tilson in his first annual letter since he and former business partner Glenn Tongue parted ways. “Going forward, the funds […]
Read moreWhere Tilson Is Finding Value
October 5, 2012 0 Comments
Top value investor Whitney Tilson recently gave an extensive presentation at the Value Investing Congress, saying he is “cautiously optimistic” that the U.S. economic recovery will continue and offering some of his top investing ideas. “I am cautiously optimistic that a tepid economic recovery will continue in the U.S.,” Tilson said, “but with the S&P […]
Read moreTilson: China Is “Completely Uninvestable”
September 19, 2012 0 Comments
While Chinese stocks have fallen in recent months, top value investor Whitney Tilson isn’t seeing value in the Asian giant. In fact, he says China is “uninvestable”. In an email to ValueWalk.com, Tilson explains how his father appears to have been scammed after recently buying a product from a Chinese website, “yet another case study […]
Read moreContrarian Picks for the Gurus
June 20, 2012 0 Comments
In his latest Nasdaq.com column, Validea CEO John Reese looks at some stocks that have been hit hard in the market’s recent downturn, and which now look like bargains. Reese talks about how top value investors like Whitney Tilson and Warren Buffett use downturns as opportunities to add to their favorite picks — not reason […]
Read moreTilson on Handling Short-Term Trouble
June 5, 2012 0 Comments
Value fund manager Whitney Tilson, who has a solid long-term track record but has struggled over the past month, recently talked with CNBC about how to handle short-term losses. Tilson says that as long as he still has strong conviction in his picks, he’ll use short-term declines as opportunities to add to those positions, which […]
Read moreTilson on “Panicked Headline Investing”
April 24, 2012 0 Comments
In a recent interview with CNBC, Whitney Tilson talked about why his firm likes to invest in firms that are the subject of “panicked headline investing”. Tilson says that “we love buying stocks when we think the sellers don’t care about price,” and cites BP as an example, saying that the oil giant had such […]
Read moreTilson: Big Value in Big Caps
February 16, 2012 0 Comments
Whitney Tilson is finding some of the best opportunities in the market in some of the market’s largest companies. “It’s one of the most attractive areas in the market,” he tells CNBC. “They’re incredible companies that are earning profits and trading at 10 to 12 times earnings with strong balance sheets and they’re returning cash to […]
Read moreHow Many Stocks Is Enough?
December 30, 2011 1 Comment
How many stocks should an investor own in order to diversify away stock-specific risk? Some interesting data shows that it may be fewer than you think. The data comes from hedge fund guru Joel Greenblatt’s book, You Can Be A Stock Market Genius, and was highlighted by top value investor Whitney Tilson a few years back […]
Read moreTilson On Financials, And The Importance Of Discipline
December 2, 2011 0 Comments
Whitney Tilson says he doesn’t think the U.S. is headed for financial Armageddon, which means numerous bargains — including several in the financial sector — are available right now. “Yes and no,” Tilson says when asked by Forbes’ Steve Forbes if there are more bargains in the market than there were in 2008. “In terms […]
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