The Art of Value Investing by John Heins & Whitney Tilson (video)

Highlights discussed in the video:

Google Talk

Google Talk

Link to video (

Circle of competence, bottom-up approach, myopia, learning from your mistakes in the investment process, conviction, and other important points in Value Investing.

Whitney Tilson:
Magna Cum Laude from Harvard College with a bachelor’s degree in Government in 1989;
earned an MBA with High Distinction from Harvard Business School in 1994, where he was elected a Baker Scholar (top 5% of class);
Founded Kase Capital (T2 Partners in 1999);
returned 177.1% cumulative since inception, vs. S&P 500’s 36.4% return.
Current equity portfolio at $55.4 USD million.
Insider Monkey

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