Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Mr. Tilson is also the co-founder of Value Investor Insight, an investment newsletter. Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007. Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government. Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.
Compounding Snowballs is written by Edward Chang, the founder and Managing Partner of Pledge Capital. Edward has worked on both the buy-side and the sell-side. He covers a universe of potential "compounders," and invests in his favorite names for a group of friends and family.
My goal on Seeking Alpha is to provide my analysis on potential "compounders." It is up to the reader to determine if the company is worth following. We all have different risk tolerances, and I tend to err on the side of caution, so investments I do not like at the moment, may look like an attractive opportunity for another. My thoughts are simply a starting point for your own research.
Feedback, especially if you disagree is very welcome. I hope to connect with others, and partake in some great debates. I have encountered a number of writers, who I highly respect on this website. If you enjoy my work, I believe you will also like the writing of Terrier Investing, Stone Fox Capital, and Whitney Tilson.
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Question everything, and conduct your own due diligence. Happy investing!
Peter A Delgado II is the founder and principal of Threshold Capital Corp., a registered investment adviser in the state of New Jersey. Prior to forming Threshold, Mr. Delgado was a private investor and also worked at several prominent investment partnerships in New York such as Zweig-DiMenna Associates LLC and Brahman Management LLC. Mr. Delgado has amassed over twenty (20) years in the investment business and as principal of Threshold Capital Corp. conducts intensive fundamental research across all market capitalizations, including “special situation” investment ideas.