Whitney Tilson is the founder of Kase Learning and was the founder and portfolio manager of Kase Capital. What led him to leave the asset management game to go into teaching others? That's where we start our special interview with him, but it goes far beyond that as we discuss the fate of long/short value investing, the problems with having too much success too early, and why shortselling is worth studying even if it might not be the best strategy for most investors.
Topics covered:
How is the transition to teaching via Kase Learning going? – 2:30 minute mark The role of marketing in the investment game – 8:00 Any lessons or regrets from his Kase Capital career? – 18:20 What is the fate of concentrated long/short value investing? Including a Facebook (FB) pitch – 24:00 Why avoid starting a fund? – 32:00 Given all that, why should someone ever start a fund? And a bonus on the camaraderie in Harvard Business School – 40:00 How do you handle (or teach handling) biases in portfolio management – 47:00 What is more attractive – teaching or doing? And a mention of Amazon’s business - 56:00 Why still short given the challenges, and what lessons can you learn? – 1:01Behind The Idea #100: The Alphies 2.0
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