I watch Whitney Tilson & Ron Barons interview every six months for the past 4 years. The intuition on these guys have purely changed my life financially
At 20:00, he's talking about AIG. It traded at around USD 54 a stock in Jul 2014, and in Sep 2021, is still around USD 54. Dividend of 2.4%. Not sure what he was on about. Looks like a bad pick?
Tilson founded and managed the hedge fund Kase Capital (formerly T2 Partners and the Tilson Growth Fund) from 1999 to 2017. The fund closed in September 2017 after underperforming the market for a number of years. LOL.
Forbes I wish Whitney Tilson would stop calling himself a value investor. He runs a HEDGE fund for godsake! And he buys growth stocks. Just because a growth stock is currently selling below its intrinsic value doesn't make it a value stock.
Bryan Wheelock True, but hedge fund managers do things that a true value investor would never, like shorting stocks. Or, using other techniques to hedge the bets on their portfolios, so to speak. I don't believe Benjamin Graham -- who Buffet calls the greatest investor ever -- shorted stocks or did any of those types of things.
I watch Whitney Tilson & Ron Barons interview every six months for the past 4 years.
The intuition on these guys have purely changed my life financially
Surprised of why not many recent comments here, this needs more views.
Part 2 will post in the coming days. THanks for viewing, and please check back!
Looking forward to part 2. I try to listen to everything Tilson says.
He's had a couple bad years, but I'm certain he will come back strong.
At 20:00, he's talking about AIG. It traded at around USD 54 a stock in Jul 2014, and in Sep 2021, is still around USD 54.
Dividend of 2.4%. Not sure what he was on about. Looks like a bad pick?
Tilson founded and managed the hedge fund Kase Capital (formerly T2 Partners and the Tilson Growth Fund) from 1999 to 2017. The fund closed in September 2017 after underperforming the market for a number of years.
LOL.
A great mind in investing. I like his ideas a lot. I hope he can outperform in the future.
Great interview, this man knows investing
i like this interviewer
Hey, why don't you guys update the podcast for intelligent investing anymore? I for one would subscribe.
I am waiting for part 2
thank you: very educational interview, can't wait to read the book.
Excellent talk. God bless
Great video but where is part 2?
Value investing
second most dangerous two words are "lose money"
and third one with 4 words is "paper loss is real loss" :)
Tyrone Richards two in the pink one in the stinkeight words equally important
Tyrone is proof that most people have NO BUSINESS investing in individual stocks.
Do the opposite of that this man says. You'll do just fine.
lol so far so good?
@@hargaisaowen7131 I want Chris to show us his 7 year performance. Doubt it’s better than Tilson
Sir Alex Ferguson
Forbes I wish Whitney Tilson would stop calling himself a value investor.
He runs a HEDGE fund for godsake!
And he buys growth stocks.
Just because a growth stock is currently selling below its intrinsic value doesn't make it a value stock.
Running a hedge fund doesn't stop you from being a value investor. Buffett has said that growth and value are joined at the hip.
And "value" stocks can still underperform.
Bryan Wheelock Only if your fair value calculators are off. Using a healthy margin of safety in your fair value would preclude this from happening.
Tuxster3 A hedge fund is really just an investment partnership. Bill Ackman is a value investor, so is Klarman.
Bryan Wheelock True, but hedge fund managers do things that a true value investor would never, like shorting stocks. Or, using other techniques to hedge the bets on their portfolios, so to speak.
I don't believe Benjamin Graham -- who Buffet calls the greatest investor ever -- shorted stocks or did any of those types of things.
Seven years later. This didn’t age Well. Haha
Care to elaborate on what didn’t age well?