Why Are Value Investors Willing To Share Ideas?
There is a healthy sense of skepticism among investors when faced with websites, blogs, newsletters, conferences and other sources of information that claim to offer investment ideas. After all, good investment ideas are valuable and rare. Why would anyone willingly ...
Tilson is Bullish on Large Cap Stocks Including J&J, Microsoft and Berkshire
In a wide ranging discussion this morning on CNBC, Whitney Tilson provides his views regarding the overall valuation of large capitalization stocks compared to bonds and comments on several specific companies including Johnson & Johnson, Microsoft, and Berkshire Hathaway. We ...
Value Investing Congress: $1,800 Discount for Rational Walk Readers
We are pleased to announce a great opportunity for readers of The Rational Walk to save $1,800 on registration for the Value Investing Congress that will take place in New York City on October 12 and 13. This offer expires ...
Tilson Makes the Case for Investing in BP
Whitney Tilson is convinced that BP is simply too cheap to ignore at current valuations. Given the steady stream of negative headlines due to the massive Deepwater Horizon oil spill, BP shares are quickly approaching a 45 percent discount to ...
Whitney Tilson on Berkshire Hathaway’s Intrinsic Value
Morningstar recently interviewed T2 Partners Founder Whitney Tilson regarding his views on Berkshire Hathaway's intrinsic value. Mr. Tilson has increased his estimate of Berkshire's intrinsic value from $110,000 to the mid $130,000 range due to a recovery in the market ...