Whitney Tilson

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There’s a real company in Facebook and then a lot of pretenders riding their coat tails.

Whitney Tilson

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Whitney Tilson

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I have long believed the corporate world is plagued by poor capital allocation decisions.

The consequences of overestimating a company and your ability to analyse it are greatly diminished when you’re paying a lot less for it than your analysis shows it is worth.

June 13, 2024

The consequences of overestimating a company and your ability to analyse it are greatly diminished when you’re paying a lot less for it than your analysis shows it is worth.

June 13, 2024

There’s a real company in Facebook and then a lot of pretenders riding their coat tails.

Whitney Tilson

Other Quote

I have long believed the corporate world is plagued by poor capital allocation decisions.

The consequences of overestimating a company and your ability to analyse it are greatly diminished when you’re paying a lot less for it than your analysis shows it is worth.

The consequences of overestimating a company and your ability to analyse it are greatly diminished when you’re paying a lot less for it than your analysis shows it is worth.

I have long believed the corporate world is plagued by poor capital allocation decisions.

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There’s a real company in Facebook and then a lot of pretenders riding their coat tails.

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