'Keep in mind that 13-Fs don't disclose the 'why' behind these institutional investors' moves. But despite these limitations, 13-Fs are still a useful snapshot for what the 'smart money' on Wall Street is up to,' states Whitney Tilson ➡️ sbry.media/3V6bIMu

Simons was a prizewinning mathematician and then left academia to apply his math skills to investing. He founded the famed hedge fund Renaissance Technologies and used advanced computers to deliver some eye-popping returns ➡️ sbry.media/3UZMHkT

Today, Whitney Tilson details a student presentation from the 17th annual Pershing Square Challenge about a short of Pool Corporation (POOL), which distributes swimming pool supplies and equipment ➡️ sbry.media/4a80fjG

In the final installment of his Berkshire Hathaway (BRK-B) series, today Whitney Tilson updates his estimate of the company's intrinsic value and explains that while the undervaluation isn't as great as it has been in the past, he still likes the stock ➡️ sbry.media/3JYXpmd

'I just spent the weekend in Omaha, Nebraska attending my favorite event of the year. It was my 27th consecutive Berkshire Hathaway (BRK-B) annual meeting – and the first without Charlie Munger,' states Whitney Tilson ➡️ sbry.media/4bu7YcH

Today, Whitney Tilson follows up on Amazon's (AMZN) blowout first-quarter earnings, then discusses a TKO Group stock presentation from the 17th annual Pershing Square Challenge ➡️ sbry.media/4blfnLk

Contra-Indicator for Nvidia?

'When a company w/ a hot, richly valued stock like $NVDA shows up on 60 Minutes, I start to get a bit wary. The chipmaker has been one of the popular stocks in the media & the market in recent years,' states Whitney Tilson ➡️ sbry.media/3Un1969

Alert🚨 Most Americans are overlooking a seemingly impossible presidential candidate. In fact, new evidence points to a secret Election Day shakeup that could help him return and finish what he started – get the full story in this FREE report ➡️ sbry.media/3w1d2GL

'Revenues have continued to grow, reaching an all-time high of more than $4.5 billion last year. Meanwhile, operating income – after falling sharply in 2022 – has rebounded nicely. So why is the stock down 89% from the peak? In one word: valuation. On the day it peaked, Zoom

'Today, I'm following up on my saga with Charles Schwab (SCHW.) I decided on Saturday to transfer all five of my family's brokerage accounts from Schwab to Fidelity,' states Whitney Tilson ➡️ sbry.media/3Jx2VMT

I assumed I was earning a market interest rate because these are brokerage accounts. But a thought occurred to me, 'I wonder if Schwab is screwing me over in the same way banks are screwing their customers who are holding cash in savings accounts?' ➡️ sbry.media/3Q3afmT

'Your brain is your single-most valuable asset. It's not just what you know, but how you process information and behave that will determine your trajectory in life,' states Whitney Tilson ➡️ sbry.media/43YClFZ

How to Cultivate Mentors, Make Friends, and Develop Deep Relationships

Few things are as important in building a successful career as developing mentors. Today, Whitney Tilson explains his five-step process ➡️ sbry.media/3VUakNN

Today, Whitney Tilson outlines ten strategies for winning the class participation (and business meeting) game and critical skills needed to succeed in life, both personally and professionally ➡️ sbry.media/3TRK1Fb

Today, Whitney Tilson shares his evolution from traditional value investing to adopting a strategy focused on investing in high-quality businesses, regardless of the initial stock price, with MarketBeat. Full episode below ⬇️

'I've been occasionally discussing companies that caught my eye at the ICR conference in Orlando. Another one hit my radar screen again last week when it reported Q4 fiscal 2023 earnings: Oxford Industries (OXM),' explains Whitney Tilson ➡️ sbry.media/3J4UYyf

'Last week shared the story of how I met and ended up working closely for six years with Harvard Business School Professor Michael Porter. Today, I'll follow up with sharing the most important things I learned from him,' says Whitney Tilson ➡️ sbry.media/3vzxrSP

'As I flew home last night, I was reflecting on how much I learned from Professor Porter – which I wanted to share with you. Put simply, Professor Porter said five forces are at play in any industry,' explains Whitney Tilson. Learn them here ➡️ sbry.media/3PFDPyK

A Deep Dive into Trump Media & Technology Group (DJT)

This is the first week of trading for former President Donald Trump's digital-media company, and it's off to a great start... for now. This SPAC deal has been a long time coming ➡️ sbry.media/3VCNmus

I had a very different experience last week fishing in the Bahamas. As we were trolling along with a bunch of lines in the water, the two professional fishing guides on the boat started screaming, 'We got a monster!' ➡️ sbry.media/3Tt5jca