How to handle signs of a bubble in quality stocks with influential newsletter editor Whitney Tilson.

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WEALTHTRACK

WEALTHTRACK

Күн бұрын

Пікірлер: 24
@VegasVaron
@VegasVaron 2 ай бұрын
Hindsight is 20-20. Just buy low cost S&P500 index and not worry about picking the winners.
@amatuer2
@amatuer2 2 ай бұрын
I enjoyed this interview. An excellent guest Consuelo . The newsletter Whitney writes is very good too.
@NathanPederson-ib6ml
@NathanPederson-ib6ml 2 ай бұрын
Came here from Bill Brewster channel after seeing interview with you. Cheers
@easterntechartists
@easterntechartists 2 ай бұрын
Amazing interview. True wisdom. In time , multiples that make no sense revert.
@dassa0069
@dassa0069 2 ай бұрын
STEW, a closed end fund trades at a 17% discount and, adjusted for the discount, is about 60% Berkshire Hathaway.
@wynnsimpson
@wynnsimpson 2 ай бұрын
STEW expense ratio is a very very high 1.6%
@nicholas5396
@nicholas5396 2 ай бұрын
Makes me want to re-read Phil Fischer's book "Common Stocks and Uncommon Profits".
@dassa0069
@dassa0069 2 ай бұрын
Fifty times earnings is analogous to buying a bond that pays 2%. Grounds for a BFD suit.
@scipioafricanus4875
@scipioafricanus4875 2 ай бұрын
Thanks!
@repriser9876
@repriser9876 2 ай бұрын
He is right in the investment principles. However I am not sure Nike or Starbucks prime time is over. He wouldn't know either. I was surprised Costco didn't get beat up but e-commerce and still thriving. I worked for a company price dropped 90% brought in a new CEO, four years later still not revived. Today they survived as zombie because of Covid 19 bailout. There price is 2X from lowest.
@Long_Tail_of_Finance
@Long_Tail_of_Finance 2 ай бұрын
oy, so now newsletters are sanctioned on this show?
@cocokraken7823
@cocokraken7823 2 ай бұрын
Isn’t it crazy that this show promotes newsletters? I should have asked myself why Bruce Berkowitz got such good coverage. I think he is a paid supporter of this TV show - Consuelo Mack WF. This is basically an infomercial.
@davidng2699
@davidng2699 2 ай бұрын
Whitney, if you sold off these long time winners years ago.. what are you holding now?
@Rational_Investor
@Rational_Investor 2 ай бұрын
He probably owns Nike and Starbucks. He promotes these consistently on the episode and probably needs to promote their "potential for rebound" to likely recuperate his losses. LOL
@gwalchirk2072
@gwalchirk2072 2 ай бұрын
Finally a guy who admits he lost money for his clients. Stay away from starbucks
@gwalchirk2072
@gwalchirk2072 2 ай бұрын
I've seen it😊
@gwalchirk2072
@gwalchirk2072 2 ай бұрын
Stay away from Nike too
@gwalchirk2072
@gwalchirk2072 2 ай бұрын
You buy nvidia and go to the moon for 15 years and ull buy a private jet . This guy knows nothing about the future
@gwalchirk2072
@gwalchirk2072 2 ай бұрын
There's a bad reason starbcuks fired !!!!!!
@gwalchirk2072
@gwalchirk2072 2 ай бұрын
1000 shoe companies waiting to eat them up
@HermannTheGreat
@HermannTheGreat 2 ай бұрын
I don't know one coworker who buys Nike shoes. Somehow they are surviving on sports wear for athletes and younger crowd, but they aren't like they were in the 90s. Also wondering if they're still employing thousands of underage labor in poor countries.
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