In their latest column for Kiplinger’s magazine, Whitney Tilson and John Heins say they are high on an unloved area of the market: money management firms that specialize in stock…
Tag: Whitney Tilson
Tilson Stresses Stock-Picking in "Muddle-Along" Period
Value investor Whitney Tilson says he’s playing defense on the long side of his portfolio while finding plenty of opportunities on the short side. Tilson tells Forbes.com that he sees…
Tilson: The U.S. Is Not Japan
While many investors are fearing that the U.S. will slide into a lengthy deflationary spiral similar to that which Japan has endured, top value manager Whitney Tilson says that is…
Why The "Dissonant" Market Is Great News
In their latest column for Kiplinger’s, Whitney Tilson and John Heins say the current investment climate is among the most dissonant as they’ve ever seen — and that the contradictory…
Where Tilson's Looking in Fourth Quarter
Top value investor Whitney Tilson recently discussed some of his top picks for the fourth quarter with CNBC. Among his favorites: payroll processing firm ADP.
Gurus Still Keen on Blue Chips
A number of top value investors are continuing to see big bargains in big blue chips. Among them: money manager and columnist Whitney Tilson. “If you’re worried about a feeble…
Tilson: High-Quality Blue Chips as Cheap as Ever
Whitney Tilson says he’s seeing some of the best opportunities he’s ever seen in big, high-quality blue chip equities, but that a bubble is forming in blue chip bonds. Investors,…
Tilson & Heins on Circles of Competence
In their latest column for Kiplinger’s, Whitney Tilson and John Heins discuss the importance of investing within — while trying to expand — your “circle of confidence”. “Staying within your…
Tilson & Heins on Shorting Opportunities
In their latest Discovering Value column for Kiplinger’s, Whitney Tilson and John Heins discuss the ins and outs of short-selling, and offer some insight into where they are currently focusing…
Tilson & Heins Play Defense
In their latest “Discovering Value” column for Kiplinger’s, Whitney Tilson and John Heins say they are “playing defense” as the U.S. and world continue to deal with the fallout from…