Whitney Tilson Turns 52

rocket ship iphone tapping china huaweiCrazygoat / Pixabay

Whitney Tilson in his email to investors discusses his CNBC appearance (GOOG, FB, AMZN); Trump on ‘there’s no tarriffs’; Buffett on the financial crisis.

1) I was on CNBC yesterday morning, talking about why I like Google, Facebook and Amazon: www.cnbc.com/video/2018/10/31/bull-and-bear-debate-the-fang-trade.html (5 min)


Q3 hedge fund letters, conference, scoops etc

2) While this degree of illiteracy, ignorance, contradiction and mendacity is sort of hilarious, it also must be factored in by investors trying to assess the likelihood of whether the trade wars we’re involved in escalate or are resolved:

WSJ: A lot of people say that tariffs are really the biggest threat to the economy long term.

Trump: We don’t have any tariffs. I mean other than some tariffs on steel — which is actually small, what do we have? … I didn’t put tariffs… Where do we have tariffs? We don’t have tariffs anywhere… We don’t have tariffs. Where do we have tariffs? I’m talking tariffs. I’ll use tariffs. I mean it… There’s no tariffs.”

(Full transcript here)

3) Speaking of WSJ interviews, here are two that the paper did with Buffett on his reflections on the global financial crisis:

4) Speaking of Buffett, here’s a funny 3-minute video about his diet.

PS—It was my 52nd birthday today. I celebrated by going out for pizza with Susan and my oldest daughter, Alison.

Whitney Tilson

Whitney Tilson

More pics here: https://www.facebook.com/wrtilson/posts/10156655269138632

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About the Author

Jacob Wolinsky
Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and four kids in Passaic NJ. - Email: jacob(at)valuewalk.com - Twitter username: JacobWolinsky - Full Disclosure: I do not purchase any equities anymore to avoid even the appearance of a conflict of interest and because at times I may receive grey areas of insider information. I have a few existing holdings from years ago, but I have sold off most of the equities and now only purchase mutual funds and some ETFs. I also own a few grams of Gold and Silver

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