Whitney Tilson On The Art Of Value Investing | Forbes

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

[@samvoulalis205]

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]

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?

[@Forbes]

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

[@loveanimals-0197]

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.

[@ghytd766]

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.

[@Josue.ab7]

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

[@TheCorpRaider]

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

[@kingallen8046]

Great interview, this man knows investing

[@abhi-ft7sk]

i like this interviewer

[@dogestranding5047]

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

[@mr.g4999]

I am waiting for part 2

[@goliverapr44]

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

[@healthychildbrain]

Excellent talk. God bless

[@CJKeig]

Great video but where is part 2?

[@tyronerichards9210]

second most dangerous two words are "lose money"

[@CeleronS1]

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

[@jayschmitt3627]

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

[@Remembering-rq6si]

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

[@junkimcfa5251]

Value investing

[@chrisconnell8464]

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

[@hargaisaowen7131]

lol so far so good?

[@samvoulalis205]

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

[@Tuxster3]

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]

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]

And "value" stocks can still underperform.

[@Tuxster3]

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]

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

[@Tuxster3]

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.

[@thumbliner]

Sir Alex Ferguson

[@Sachz]

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

[@samvoulalis205]

Care to elaborate on what didn’t age well?