1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
CanadianValue
Canadian Value
Articles (4624) 

Steve Forbes Interview with Whitney Tilson Part 2 - Discusses Apple, Citi and Netflix

July 02, 2013 | About:

In part 1 of Steve Forbes interview with Whitney Tilson the hedge fund manager discussed why he prefers value investing.

In part 2 (below) Tilson discusses some of his specific holdings and how much attention he pays to macro factors.

According to Tilson the last couple of years have made him believe that focusing only on bottoms up stock picking is not the ideal approach. Ignoring macro fundamentals has cost him returns over the years.

Tilson figures his approach is now 25% macro focused and 75% micro.

About the author:

Canadian Value
http://valueinvestorcanada.blogspot.com/

Rating: 3.3/5 (9 votes)

Comments

Please leave your comment:


GuruFocus Mobile App


User Generated Screeners


filip2001081216
marco.forzaniCheap in Uptrend 1
EricvdmDivident
holtzmartinScandinavian below 52 week hig
holtzmartinUS below 52 week high
minweiyScreener End Dec 2016
pbarker46Below 5 year high
DANGORDONJ GREEN
ltsaiP/B High
valueinvestment101-PEG-Recovery-PB
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK