original thinking

Monday, February 8th, 2010
By Barbarian Capital
BarbarianCapital's picture

Is Whitney Tilson Running an Alpha-clone Fund?

Let me preface this by saying that I like Mr. Tilson's work. He has done a lot in the worlds of  value investing and value investing education. Further, he has been very forthcoming with a number of high quality materials on the housing crisis. I also follow all of his slides from events like the Value Investing Congress, as well as situation-specific presentations, like the General Growth dispute with Hovde. In addition, I doubt I will ever reach his level of prominence or AUM, or write a book, or have 5-star mutual funds like his.

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