Whitney Tilson presents: “A Macro Overview and My Favorite Ideas” at the 8th Annual Value Investing Congress.
Whitney Tilson of Kase Capital will be presenting: A Macro Overview and My Favorite Ideas at Value Investing Congress.
Carlson Capital's Black Diamond Arbitrage Partners fund added 1.3% net fees in the first quarter of 2021, according to a copy of the firm's March 2021 investor update, which ValueWalk has been able to review. Q1 2021 hedge fund letters, conferences and more At the end of the quarter, merger arbitrage investments represented 89% of Read More
Whitney Tilson is the founder and a Managing Partner of Kase Capital, which manages three value-oriented hedge funds. He is the co-founder of Value Investor Insight, co-authored More Mortgage Meltdown and the just-released The Art of Value Investing, and was a contributor to Poor Charlie’s Almanack.
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Whitney Tilson Live Coverage
3:30: Whitney Tilson is the last speaker at the conference. Tilson starts off early in his presentation by stating that the 3 most dangerous words in investing …… ‘I missed it’. Tilson is bullish on American International Group (NYSE:AIG). Tilson recently disclosed a stake in the insurer. He believes that the company was complex in the past but is now a simple company trading at a big discount to its intrinsic value. He says that despite rise in share price, AIG is still ‘crazy cheap.’
3:35- AIG now makes up close to 15 percent of Kase Capital’s portfolio. He notes that the company has made significant progress over the past year and that is one reason why the stock is such a high conviction pick.
3:40- Tilson is now talking about Berkshire Hathaway, one of his largest holdings. He thinks the insurer is worth close to $200,000 a share. He also likes Netflix still even after the large price appreciation. Tilson believes that Netflix is a better buy than another internet company, Amazon.com.
3:45: A new interesting pick from Tilson is Spark Networks Inc (NYSEMKT:LOV), a dating site company. The Company’s Websites include JDate.com, Spark.com, BlackSingles.com, SilverSingles.com, LDSSingles.com and ChristianMingle.com.
3:55: Tilson is long Hertz and compares the company to railroad operator. He notes that the car rental industry is an oligopoly favoring the company. Tilson says that he got the idea for going long Hertz Global Holdings, Inc.(NYSE:HTZ) from Columbia MBA students.