In a recent interview with Steve Forbes, value investor Whitney Tilson — who called the housing bust — says that he expects it will be another 12 months before the…
Tag: Whitney Tilson
Tilson & Heins Say Financial Sector Troubles Will Linger ...
In their “Discovering Value” column in Kiplinger’s, Whitney Tilson and John Heins say they think the strong recent market rebound is overdone, because we’re not out of the financial sector…
Tilson Turns Bearish on Banks
About two months after turning bullish on some financials, Whitney Tilson — who predicted the housing bust and financial crisis — is now taking profits on some of his bank…
Tilson, Heins, and Recency Bias
How did so many investors and analysts fail to recognize the looming economic and stock market crises in recent years? In their latest Forbes column, Whitney Tilson and John Heins…
Tilson & Heins: How You Can Be a Stock "Lion" Like Templeton
Barry Ritholtz isn’t the only successful manager saying investors should be making “watch lists”. In their latest “Discovering Value” column for Kiplinger’s, Whitney Tilson and John Heins say that maintaining…
Tilson on Cognitive Dissonance, and a Shift in Strategy
In a column for the Financial Times, money manager and columnist Whitney Tilson — one of those who predicted the housing and financial crises — discusses the “tricky” process of…
Tilson & Heins: Look for Safer Buys in this Market
In their latest “Discovering Value” column for Kiplinger’s, Whitney Tilson and John Heins warn that investors shouldn’t give in to the temptation to swing for the fences by buying speculative…
What Does It Mean to be a Value Investor?
In a piece written for Forbes.com’s “Gurus’ Guide to 2009“, John Heins and Whitney Tilson do a great job in examining just what makes an investor a value investor. While…
Tilson on "Points of Maximum Pessimism", and Buffett Bashers
In a column for The Financial Times, fund manager Whitney Tilson says that, while he’s no optimist about the U.S. economy’s short-term prospects, he does “believe the level of panic…
Tilson: Subprime Was Just The Beginning -- But Now Is Time To Buy Stocks
Think the subprime crisis was bad? The skyrocketing loan defaults and related corporate writedowns were just the first phase of a much wider housing crisis, fund manager Whitney Tilson and…