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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slotmouth's picture

Can I just trade him my HLF calls for it?

NotApplicable's picture

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

Dumpster Fire's picture

that was an excruciating read

666's picture

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

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.

 

 

l8apex's picture

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

hidingfromhelis's picture

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

TheBoyPlunger's picture

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

Cursive's picture

Quote:

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.

 

Its_the_economy_stupid's picture

ripping off newsletter buyers: yes, very much.

observer007's picture

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

 

http://homment.com/wkvUVBnR9Z

astoriajoe's picture

In Philadelphia its worth fifty bucks.

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.

What is The Hedge's picture

Will he take bitcoin?

Black Forest's picture

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

 

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.

kralizec's picture

Trade ya a bridge for it.

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."

Godisanhftbot's picture

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

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.

Godisanhftbot's picture

 Tyler should buy it, for the sucker list alone.

theprofromdover's picture

Hey Whitless,

Did anyone ever tell you you were a great salesman?

-and you believed them?