Whitney Tilson IV…APRIL. Stale?
https://empirefinancialresearch.com/articles/report-from-my-…
There is always someone marketing themselves via Berkshire and Buffett. Today Chris Bloomstran leads with Whitney a distant second. This marketing evidently works or it wouldn’t sustain like it does. Whitney is, or was, sometimes unloading his shares while screaming “bargain.”
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Bloomstran is much more detailed oriented than Tilson. Tilson has turned into a pumper and self proclaimed “legend who bought…”
Sad to see really
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…Today Chris Bloomstran leads with Whitney a distant second…
@chompin, I too have caught on the marketing spin of Bloomstran. 60 page analysis once a year, published days before WEB’s annual letter, endless podcasts on that 60-pager throughout the year is slick marketing. While he slices and dices Berkshire’s IV to a detail that few others do, he’s purposefully being optimistic and reaching the squishier side of us long term Berkshire shareholders who have lived through decades of under promise by WEB. Bloomstran tells us what we already know and want to hear. And oh, there’s very likely some long termers who are anxious about the coming transition. Long termers tend to be high NW as well. If he’s so smart, how about a similar detailed analysis on his #2 or #3 positions?
It’s sickening to see so many clickbaiters using Buffett’s name.
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Bloomstran seems has better stock picks and his holdings are in 13Fs and indeed mostly are Brk
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…Today Chris Bloomstran leads with Whitney a distant second…
I call them Buffett Remora …
There are many others.
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…Today Chris Bloomstran leads with Whitney a distant second…
…
It’s sickening to see so many clickbaiters using Buffett’s name.
You are easily sickened. I find both Bloomstran and Tilson to be decent, intelligent, interesting people with all sorts of good insights on Berkshire and other potential investments. The fact that they also try to earn a living sharing these insights is not very surprising. Some of Tilson’s marketing is a bit aggressive, but he is the first to acknowledge that this is the price he pays in order to make a living doing this.
dtb
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When you drill down into performance, most long term managers don’t beat the SPX. Bloomstran is no different, I’m no different.
Is he smart, yes, as is a lot of the folks on this board.
Bottom line to me is that unless you bought Berkshire at the rare few times when it was very cheap, you’re performing more or less in line with the SPX. Maybe a bit better due to the tax efficiency.
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…Today Chris Bloomstran leads with Whitney a distant second…
I call them Buffett Remora …
Now now, that’s a bit harsh.
Various prominent people have various merits.
Some are very astute observers and commentators, but not necessarily outstanding fund managers based on hard results in recent years.
Others are the reverse. Or both, occasionally.
In the “neither” category, there do seem to be some that are just brand leeches, as you say.
That fellow who was short Berkshire a few years ago and invited to ask questions at the meeting?
Jim
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You are easily sickened. I find both Bloomstran and Tilson to be decent, intelligent, interesting people with all sorts of good insights on Berkshire and other potential investments
I think you are easily impressed. Bloomstran hardly provides any original insight into any investment. When someone writes more about Berkshire than Berkshire annual letter, I think what they lack in insight they are trying to make it up on volume. Twitter has opened a window into many smart investors, thinkers, business leaders. You should give it a try.
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Thanks to Jim’s info re. “ Searching for an old post”,
http://www.datahelper.com/mi/search.phtml
I was able to find an old post from 4 yrs ago regarding my association with Whitney,
https://discussion.fool.com/quotltlt-i39m-not-sure-if-anyone-els…
Cheers, ciao
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a bit aggressive???
“Legend Who Bought Apple at $1.42 Says Buy TaaS Now
Hi, my name is Whitney Tilson and I’m writing today for one simple reason…”
he may be a nice guy but his track record sucks.
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Has anyone seen Pabrais returns last 5 and 10 years? I can’t find them or fund specific newsletters but he’s always making public appearances. Has he beaten the market?
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Here are Pabrai’s returns. He has 3 funds where data are reported. These numbers are through 3/31/22
PIF 2 - Since 10/2000 - 10.6% vs SPY 7.5%.
PIF 3 - Since 2/2002 - 8.3% vs SPY 9.3%.
PIF 4 - Since 10/2003 - 6.0 vs SPY 10.7%.
These numbers are directly from Pabrai’s website.
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What’s the definition of a superinvestor on Dataromas website then? Surely you have to beat the market?
And any information on the pabrai site seems to be behind an access only login, please link…
“Has anyone seen Pabrais returns last 5 and 10 years? I can’t find them or fund specific newsletters but he’s always making public appearances. Has he beaten the market?”
———————————
Pabrai Fund 2 , (PIF2)( earliest fund started 10/1/2000 @ $10/share)
Last 5 yrs thru 3/31/2022 , PIF2 ( 1.4%/yr) , S&P ( 15.9%/yr )
Last 10 yrs thru 3/31/2022. , PIF2 ( 5.5%/yr) , S&P ( 14.5%/yr )
With the S&P down ~20% so far in Q2, will be interesting to see how the Pabraifunds performed.
https://pabraifunds.com/pdf/web/viewer.html?file=l_040122.pd…
ciao
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Link is behind a wall with login. Same one I was looking at.
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FWIW: I agree with Barry. Remora is the correct descriptor, IMHO!
well said. I knew Whitney back in the day… He is one smart cookie. He’s a good guy. Don’t begrudge him earning a living in the game.
He knows the BRK valuation model well and, in my experience over the years, he has good insights into Berkshire in general.
The fact the guy makes mistakes doesn’t mean jacksh*t… We all do. His are just blasted all over the internet and filed for our consumption.
I would suggest people remember that Whitney is human being. He has a family. A lovely wife and great kids.
Nuff said.
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