Whitney Tilson On The Art Of Value Investing | Forbes

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  • Опубликовано: 24 июн 2013
  • Tilson discusses the three most dangerous words for investors, how to invest for the long-term and why he dissolved his firm T2 Partners to create his own firm, Kase Capital. Part 1 of a 2-part interview with Steve Forbes. Watch Part 2: • Video

Комментарии • 44

  • @samvoulalis205
    @samvoulalis205 2 года назад +1

    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

  • @loveanimals-0197
    @loveanimals-0197 2 года назад +2

    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.

  • @Josue.ab7
    @Josue.ab7 2 года назад

    Surprised of why not many recent comments here, this needs more views.

  • @loveanimals-0197
    @loveanimals-0197 2 года назад +2

    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?

  • @abhi-ft7sk
    @abhi-ft7sk 6 лет назад +3

    i like this interviewer

  • @ghytd766
    @ghytd766 11 лет назад

    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.

  • @healthychildbrain
    @healthychildbrain 6 лет назад

    Excellent talk. God bless

  • @dogestranding5047
    @dogestranding5047 8 лет назад +1

    A great mind in investing. I like his ideas a lot. I hope he can outperform in the future.

  • @kingallen8046
    @kingallen8046 11 лет назад +1

    Great interview, this man knows investing

  • @TheCorpRaider
    @TheCorpRaider 10 лет назад +2

    Hey, why don't you guys update the podcast for intelligent investing anymore? I for one would subscribe.

  • @goliverapr44
    @goliverapr44 10 лет назад

    thank you: very educational interview, can't wait to read the book.

  • @mr.g4999
    @mr.g4999 10 лет назад +1

    I am waiting for part 2

  • @Forbes
    @Forbes  11 лет назад +2

    Part 2 will post in the coming days. THanks for viewing, and please check back!

  • @CJKeig
    @CJKeig 11 лет назад

    Great video but where is part 2?

  • @junkimcfa5251
    @junkimcfa5251 6 лет назад

    Value investing

  • @tyronerichards9210
    @tyronerichards9210 9 лет назад +2

    second most dangerous two words are "lose money"

    • @CeleronS1
      @CeleronS1 9 лет назад

      and third one with 4 words is "paper loss is real loss" :)

    • @jayschmitt3627
      @jayschmitt3627 9 лет назад +2

      Tyrone Richards two in the pink one in the stinkeight words equally important

    • @Remembering-rq6si
      @Remembering-rq6si 8 лет назад +1

      Tyrone is proof that most people have NO BUSINESS investing in individual stocks.

  • @chrisconnell8464
    @chrisconnell8464 10 лет назад +4

    Do the opposite of that this man says. You'll do just fine.

    • @hargaisaowen7131
      @hargaisaowen7131 3 года назад +1

      lol so far so good?

    • @samvoulalis205
      @samvoulalis205 2 года назад

      @@hargaisaowen7131 I want Chris to show us his 7 year performance. Doubt it’s better than Tilson

  • @thumbliner
    @thumbliner 5 лет назад +1

    Sir Alex Ferguson

  • @ibreakkidslegs
    @ibreakkidslegs 4 года назад

    > believing nate silver

  • @Tuxster3
    @Tuxster3 9 лет назад +4

    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.

    • @dogestranding5047
      @dogestranding5047 8 лет назад +2

      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.

    • @dogestranding5047
      @dogestranding5047 8 лет назад +3

      And "value" stocks can still underperform.

    • @Tuxster3
      @Tuxster3 8 лет назад +1

      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.

    • @dogestranding5047
      @dogestranding5047 8 лет назад +1

      Tuxster3 A hedge fund is really just an investment partnership. Bill Ackman is a value investor, so is Klarman.

    • @Tuxster3
      @Tuxster3 8 лет назад

      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.

  • @Sachz
    @Sachz 3 года назад +1

    Seven years later. This didn’t age Well. Haha

    • @samvoulalis205
      @samvoulalis205 2 года назад

      Care to elaborate on what didn’t age well?