What Whitney Tilson is saying
Former hedge fund manager — T2 Partners
5 dated public stances tracked since 2009-03-28, most recently 2026-05-13. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Whitney Tilson's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Whitney Tilson is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
2026-05-13
LVMH
bullish
Whitney Tilson · video
High-quality luxury and spirits brands with strong pricing power are beaten down by tariff-war fears and a China slowdown, creating a value entry into durable franchises
“I think Diageo and Prada, for example, are super interesting here”
Whitney Tilson shared insights on Berkshire, AI, and what to buy next.
2026-05-13
BRK
bullish
Whitney Tilson · video
Berkshire trades at a 12% discount to intrinsic value and Greg Abel's operational focus on Geico, utilities, and Burlington Northern represents low-hanging fruit Buffett deliberately left on the table
“the stock is trading at a 12% discount to intrinsic value, and I think Greg Abel's going to be able to do some smart things”
Whitney Tilson shared insights on Berkshire, AI, and what to buy next.
2020-01-31
long AMZN / long META / long GOOGL
basket
Whitney Tilson · video
Amazon, Facebook, and Google are all good longs because despite legitimate antitrust concerns, current courts and administration make breakup or meaningful regulatory action highly unlikely, leaving the underlying businesses intact to compound.
“I think Amazon's a good long I think Facebook is a good long I think Google is a good long”
90d +6.1% · 180d +24.3% · 1y +42.8%
Hedge Fund Legend Whitney Tilson at the Art of Short Selling Conference
2009-03-28
WFC
bullish
Whitney Tilson · video
Wells Fargo generates $8-10B in profit per quarter which keeps pace with expected $50-120B in losses spread over many years, making the $10-15 entry price an attractive risk/reward with a ~70% chance of reaching $40-60 and ~30% downside to $2
“there's sort of a 70% chance that they make it...in which case it's a $40 to $60 stock”
Whitney Tilson on financial stocks, Fast $, 3/27/09
2009-03-28
AXP
bullish
Whitney Tilson · video
American Express has a strong franchise with access to government liquidity programs that keep the business viable while loss provisions, assumed to peak at 10-11%, are manageable relative to its earnings power
“companies like American Express were along in part because they are able to access some of those programs”
Whitney Tilson on financial stocks, Fast $, 3/27/09
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