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 [...]
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Tag Archives: Whitney Tilson
Tilson: Big Value in Big Caps
February 16, 2012
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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
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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
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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 [...]
Read moreTilson: Plenty of Values Right Now
October 26, 2011
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Whitney Tilson says the U.S. economy is in better shape than most people think, and he is finding big value in a number of prominent companies’ shares. “The U.S. has already gone through and emerged from the subprime debt crisis,” Tilson tells MarketWatch. “There’s still an overhang and it has to work its way through,” [...]
Read moreTilson: Economy Hanging In; Market Cheap as It’s Been Since ’09 Bottom
October 7, 2011
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Whitney Tilson, who has an exceptional long-term track record but has struggled of late, says several economic indicators — including Warren Buffett — are leading him to believe that the U.S. economy will avoid major crises in the next few years. And, he says stocks are as attractive as they’ve been since the 2009 bottom. [...]
Read moreTilson & Heins on Staying Disciplined
August 26, 2011
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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 [...]
Read moreTilson & 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 Sees Economy “Muddling Along”; Playing Defense with Portfolio
May 12, 2011
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Top value investor Whitney Tilson says that we’re in unusually uncertain times, and that he’s playing defense with his portfolio. “We believe that we are in a period of ‘unusual uncertainty’”, Tilson says in a lengthy presentation that also includes a good deal of information about behavioral finance and the biases that investors are prone [...]
Read moreTilson: Apple’s Good, But Microsoft Is Better
April 21, 2011
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While many investors are piling into areas of the market where economic growth has been concentrated and valuations are high, value investor Whitney Tilson says he’s keying on unloved blue chips. “There are a lot of big-cap blue-chip companies that are trading at moderate prices,” Tilson tells Reuters. “At a time when everyone is getting [...]
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