If You Are A "Value Investor", Whitney Tilson Has A Deal For You

Tyler Durden's picture


It's just not Whitney Tilson's year/decade... the "money-manager" and co-founder of the invaluable Value Investor Insight newsletter has decided, with the exit of yet another partner - John Heins - that it is time to sell. In an email from the ex-financial-media-darling, Tilson explains "the business is a beautiful, high-margin cash cow," is looking for a partner to buy the business.


From Whitney Tilson:

As Value Investor Insight enters its 10th year, my long-time partner and co-founder, John Heins, is contemplating a next stage of his career. This has prompted our contemplating a next stage in Value Investor Insight’s evolution as well. We’re exceedingly proud of VII and will ensure that it doesn’t miss a beat, but we’re starting to look for a partner or partners who might be interested in buying all or part of the business and taking over John’s full-time responsibility in running it.


(My involvement in the day-to-day operation is almost nil, both because John does an exceptional job interviewing investors and producing the newsletter and because my energies are focused on being a money manager, not interviewing other ones!)


The business is a beautiful, high-margin cash cow. If you or someone you know might have an interest in it, please let me know and I can give you further information.


Good luck with that... when all anyone needs to know is BTFATH, BTFD, and BTFMS ("most-shorted") and fundamental (value investing or otherwise) is entirely irrelevant (see AXP today).

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Fri, 01/17/2014 - 14:25 | 4341630 slotmouth
slotmouth's picture

Can I just trade him my HLF calls for it?

Fri, 01/17/2014 - 15:03 | 4341766 NotApplicable
NotApplicable's picture

I'm guessing it's only high-margin as long as "value" = "inside info."

Fri, 01/17/2014 - 14:26 | 4341633 Dumpster Fire
Dumpster Fire's picture

that was an excruciating read

Fri, 01/17/2014 - 14:32 | 4341654 666
666's picture

I saw a cash cow. It dropped a cow pat, which is worth more than $US fiat.

Fri, 01/17/2014 - 16:58 | 4342114 Dr. Kenneth Noi...
Dr. Kenneth Noisewater's picture

Sell it to the Iranians, they like to smoke 'em there..


Fri, 01/17/2014 - 14:26 | 4341635 ejmoosa
ejmoosa's picture

Value investing relies upon fundamentals.  And Greenspan-Bernanke have destroyed fundamantal investing with their endless meddling in the markets....


Another fundamental investing group, NAIC, has also been losing members, for the same reasons.


I cannot wait for fundamentals to matter again.  Because those that do not understand them are gonna have their wallets emptied.



Fri, 01/17/2014 - 14:28 | 4341639 Stoploss
Stoploss's picture

Wut r fundermintals?

Fri, 01/17/2014 - 14:42 | 4341688 l8apex
l8apex's picture

Did somebody say fundamentalists?  Are those happy people that read minds?

Fri, 01/17/2014 - 14:29 | 4341640 oklaboy
oklaboy's picture


Fri, 01/17/2014 - 15:29 | 4341826 hidingfromhelis
hidingfromhelis's picture

We do seem to be overrun with fundamentalist economists, but that's a whole 'nother matter.

Fri, 01/17/2014 - 14:31 | 4341652 TheBoyPlunger
TheBoyPlunger's picture

lulz who needs money managers when all you have to do is buy 3x bull etf's.

Fri, 01/17/2014 - 14:32 | 4341655 Cursive
Cursive's picture


The business is a beautiful, high-margin cash cow. If you or someone you know might have an interest in it, please let me know and I can give you further information.

Well, thanks for clearly admitting this is how you actually make money.  Selling words, yes!  Inwesting?  Not so much.


Fri, 01/17/2014 - 14:37 | 4341671 Its_the_economy...
Its_the_economy_stupid's picture

ripping off newsletter buyers: yes, very much.

Fri, 01/17/2014 - 14:33 | 4341657 observer007
observer007's picture

US: Man With 4th Amendment Written on Chest Wins Trial Over Airport Arrest



Fri, 01/17/2014 - 14:37 | 4341669 astoriajoe
astoriajoe's picture

In Philadelphia its worth fifty bucks.

Fri, 01/17/2014 - 14:38 | 4341675 Its_the_economy...
Its_the_economy_stupid's picture

+1 for T.P. quote.

Fri, 01/17/2014 - 16:16 | 4341948 frankTHE COIN
frankTHE COIN's picture

+ 1

Fri, 01/17/2014 - 17:00 | 4342119 Dr. Kenneth Noi...
Dr. Kenneth Noisewater's picture

How much for the gun?

Fri, 01/17/2014 - 14:40 | 4341670 Dr. Engali
Dr. Engali's picture

Since he has driven the assets in his fund down to just a friend and a family member, he might get enough money from his "news letter" where he can still survive as long as he picks up a job as a Spralmart greeter.

Fri, 01/17/2014 - 15:08 | 4341780 What is The Hedge
What is The Hedge's picture

Will he take bitcoin?

Fri, 01/17/2014 - 15:35 | 4341844 Black Forest
Black Forest's picture

Depends. That 12x Bitcoin ETC with Somalia industry shares as underlying is warmly welcome.


Fri, 01/17/2014 - 15:20 | 4341808 Iam Yue2
Iam Yue2's picture

Tuesday, 11 Oct 2011

Roubini Global Economics, the economics research firm begun by noted economist Nouriel Roubini, is for sale, according to sources who have been approached by an investment bank conducting an auction for the firm.

Still for sale ......hhhmmm.

Fri, 01/17/2014 - 15:30 | 4341832 kralizec
kralizec's picture

Trade ya a bridge for it.

Fri, 01/17/2014 - 15:35 | 4341845 Jean Gateau
Jean Gateau's picture

"My involvement in the day-to-day operation is almost nil, both because John does an exceptional job interviewing investors and producing the newsletter and because my energies are focused on wearing kneepads in Ackman's office."

Fri, 01/17/2014 - 17:52 | 4342260 Godisanhftbot
Godisanhftbot's picture

I hear  Bill specifially requests NO KNEEPADS, so as to get the full effect of the buggery.

Fri, 01/17/2014 - 17:42 | 4342240 Spungo
Spungo's picture

I can see why a value investor would have trouble selling a newsletter. He probably hasn't recommended anyone buy Tesla or Twitter.

Fri, 01/17/2014 - 17:51 | 4342257 Godisanhftbot
Godisanhftbot's picture

 Tyler should buy it, for the sucker list alone.

Fri, 01/17/2014 - 19:55 | 4342669 theprofromdover
theprofromdover's picture

Hey Whitless,

Did anyone ever tell you you were a great salesman?

-and you believed them?

Do NOT follow this link or you will be banned from the site!