In their January letter to clients, top value investors Whitney Tilson and Glenn Tongue of T2 Partners say their big recent losses on short positions have led them to rethink their overall shorting approach. “Over time we’ve been quite successful shorting fads, frauds, promotions, declining businesses, and bad balance sheets,” say Tilson and Tongue, whose [...]
Read more
Tag Archives: Whitney Tilson
Tilson: Housing Crisis Near “Seventh Inning”
January 14, 2011
0 Comments
Whitney Tilson, one of the few to warn of the housing bubble before it burst, says we are now around the “seventh inning” of the housing crisis. Tilson tells CNBC that he doesn’t think things will get a lot better anytime soon, but he also thinks it won’t get a lot worse, as the government [...]
Read moreTilson: “Froth” Making for Opportunities
December 6, 2010
0 Comments
In his latest letter to his hedge fund clients, top value investor Whitney Tilson says he thinks “froth” has been a big driver of the market recently, and says he remains high on short picks that have thus far disappointed. “The expectation (followed by the implementation) of another round of quantitative easing (QE2) triggered a [...]
Read moreTilson, Heins Like Money Managers
December 1, 2010
1 Comment
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 moreTilson Stresses Stock-Picking in “Muddle-Along” Period
November 10, 2010
1 Comment
Value investor Whitney Tilson says he’s playing defense on the long side of his portfolio while finding plenty of opportunities on the short side. Tilson tells Forbes.com that he sees neither a V-shaped economic recovery nor a double-dip recession as likely. Instead, like Jeremy Grantham, he sees a period of “seven lean years” in which [...]
Read moreTilson: The U.S. Is Not Japan
October 26, 2010
1 Comment
While many investors are fearing that the U.S. will slide into a lengthy deflationary spiral similar to that which Japan has endured, top value manager Whitney Tilson says that is unlikely. Tilson offers Business Insider three reasons that the odds of the U.S. entering such a period are less than 5%: Compared to the size [...]
Read moreWhy The “Dissonant” Market Is Great News
October 11, 2010
0 Comments
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 moreWhere Tilson’s Looking in Fourth Quarter
October 1, 2010
0 Comments
Top value investor Whitney Tilson recently discussed some of his top picks for the fourth quarter with CNBC. Among his favorites: payroll processing firm ADP.
Read moreGurus Still Keen on Blue Chips
September 13, 2010
1 Comment
A number of top value investors are continuing to see big bargains in big blue chips. Among them: money manager and columnist Whitney Tilson. “If you’re worried about a feeble economy you want to own companies with strong balance sheets,” Tilson says, according to the Associated Press. Tilson doubts the broader market will do much [...]
Read moreTilson: High-Quality Blue Chips as Cheap as Ever
September 3, 2010
1 Comment
Whitney Tilson says he’s seeing some of the best opportunities he’s ever seen in big, high-quality blue chip equities, but that a bubble is forming in blue chip bonds. Investors, he says, appear willing to accept any yield on safe bonds, but have no interest in buying shares of the safest companies, even though those [...]
Read more
