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John Heins and Whitney Tilson's 'The Art Of Value Investing'

By Brenda Jubin: Since 2005, John Heins and Whitney Tilson have published the newsletter Value Investor Insight, which features two in-depth interviews with professional money managers each month. An annual subscription (with access to all the back issues) is $349. Show More Summary

Buy American International Group Inc (AIG) & Berkshire Hathaway Inc. (BRK.B)? This Man Thinks So

In a previous piece, I covered two of Whitney Tilson’s recent picks from last week’s Value Investing Congress (Netflix, Inc. (NASDAQ:NFLX) and Spark Networks Inc (NYSEAMEX:LOV)). Now, I’ll look at Tilson’s other two picks from that Congress — American International Group Inc (NYSE:AIG) and Berkshire Hathaway Inc. (NYSE:BRK.B). Not your father’s American International Group Inc [...]

Netflix, Inc. (NFLX) Is The Battleground Stock Of The Year

At last week’s Value Investing Congress, brainchild of Kase Capital’s investing titan Whitney Tilson, the keynote presentation by Tilson highlighted three stocks he still loves: Netflix, Inc. (NASDAQ:NFLX), Berkshire Hathaway Inc. (NYSE:BRK.B), and Hertz Global Holdings, Inc. Show More Summary

The Whitney Tilson Indicator: Time To Short Netflix?

By New Century: Whitney Tilson's pronouncements on Netflix (NFLX) have been a fairly accurate contrarian indicator over the past few years. Notoriously, he presented his short thesis on Seeking Alpha while shares were $178 and climbing...Show More Summary

First Citizens BancShares Inc. (FCNCA), First American Financial Corp (FAF) & Fidelity National Financial Inc (FNF): 3 Financials for a First-Rate Portfolio

The Value Investing Congress headed by Whitney Tilson just wrapped up in Vegas. While not as ballyhooed as the Ira Sohn and the Salt conferences, value investors eagerly anticipate its new long and short ideas. This time around there were three financials highlighted as long ideas. First Citizens BancShares Inc. (NASDAQ:FCNCA) was presented by Chris Mayer. [...]

He Was Right About Netflix, Inc. (NFLX). Who Else Does This Hedge Fund Manager Like?

Hedge fund manager Whitney Tilson made the bull case for Netflix, Inc. (NASDAQ:NFLX) seven months ago at a Value Investing Congress. Since then, shares have rallied roughly 300%. Earlier this week, Tilson presented a few of his bullish investment ideas at another Value Investing Congress. Tilson still likes Netflix, Inc. (NASDAQ:NFLX), and also loves Spark [...]

WHITNEY TILSON: These Are The 3 Most Dangerous Words In Investing

The biggest mistakes made in investing are usually born out of emotional reactions to moves in the markets. In his presentation to the Value Investing Congress, Whitney Tilson addressed what he considered to be the three most dangerous...Show More Summary

Whitney Tilson's Monster Presentation On AIG, Netflix And Two Brand New Stock Picks

Hedge fund manager Whitney Tilson, who now runs Kase Capital, gave two new stock picks at the Value Investing Congress in Las Vegas this week. Tilson, the co-founder of the Value Investing Congress, likes Hertz and Spark Networks, the...Show More Summary

WHITNEY TILSON: The Most Brilliant Things I've Learned From Warren Buffett

Value investor Whitney Tilson told us the No. 1 reason he makes the annual pilgrimage to Omaha, Nebraska for the Berkshire Hathaway annual shareholder meeting is to learn. We asked Tilson, who runs Kase Capital, the most brilliant thing...Show More Summary

WHITNEY TILSON: Why I Have Attended Berkshire Hathaway's Annual Meeting Every Year For The Last 15 Years

The Berkshire Hathaway Annual Meeting is happening his weekend. It's a famous event in Omaha where Warren Buffett (and his partner Charlie Munger) answer a bunch of questions from shareholders, who are also there to shop, eat, and party. Value...Show More Summary

Union Pacific Corporation (UNP), CSX Corporation (CSX): Should You Ride These Rails or Wave Them Goodbye?

Who isn’t enthralled by the sound of a train whistle in the distance? Billionaire investors like Whitney Tilson, Bill Ackman, and Warren Bufffett are certainly enamored of the rails. And why not, when some of these have run up 60% over the last year. Not to mention the railroads offer the safety of yield while [...]

Canadian Pacific Railway Limited (USA) (CP), Canadian National Railway (USA) (CNI): Finding Ideas In Whitney Tilson’s Portfolio

One way to find ideas among the thousands of publicly traded stocks is to look at the holdings of mutual or hedge funds that invest the same way that you do. Whitney Tilson runs Kase Capital, a small value-orientated hedge fund, formerly known as T2 Partners. Kase has some positions that many hedge funds seem [...]

BILL ACKMAN: The Press Is 'A Necessary Element' Of My Investment Strategy (HLF)

Hedge fund manager Bill Ackman recently did a Q&A "Value Investor Insight", a newsletter run by Whitney Tilson and John Heins. Advisor Perspectives has an excerpt. One of the questions posed to Ackman had to do with him being in theShow More Summary

AAPL Rising: Morgan Stanley Sees Higher Payout, Tilson Lauds ‘iPrefs’

Morgan Stanley’s Katy Huberty, and hedgie Whitney Tilson, both weigh in today on David Einhorn‘s conference call yesterday to discuss with Apple (AAPL) shareholders his proposal that the company issue perpetual preferred shares of stock with a 4% dividend, something he calls “iPrefs,” and which he billed in his presentation as “the product Apple doesn’t [...]

The Shorts Of Whitney Tilson’s Investor Letter: Nokia Corporation (ADR) (NOK) and More

After looking over hedge fund manager Whitney Tilson’s investor letter, I analyzed his top ten long positions, and now it’s time to look at the short side of his portfolio. Tilson took over as the sole manager of his hedge fund in mid-2012, vowing to return to a more ‘well-researched’ and concentrated portfolio (check out Tilson’s entire [...]

The Longs Of Whitney Tilson’s Investor Letter: Netflix, Inc. (NFLX) and More

After hedge fund manager Whitney Tilson split from partner Glenn Tongue of T2 Partners in mid-2012 he vowed to sell off some major stakes in the likes of Berkshire Hathaway, Goldman Sachs, J.C. Penney and Netflix, Inc. (NASDAQ:NFLX) in an effort to get the hedge fund to 70% cash. By doing so, Tilson would be [...]

Top Five Picks Of Whitney Tilson’s Investor Letter: American International Group, Inc. (AIG) and More

A look at hedge fund manager Whitney Tilson’s recent investor letter proved interesting. The letter could well offer investors a starting point for analyzing some well-known companies in the financial industry that Tilson is heavily invested in (check out all of Tilson’s picks). Tilson split from partner Glenn Tongue in mid-2012 and now manages money on his [...]

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