Study of Tilson Whitney
- 05/20/2022- Tilson’s great talk
takeaways
- the US inflation might peak in 2022 and by June 10th when we see the new fed data, most people might see the “inflation shock” – inflation is not that high as most people expected, and stock market might jump up. Tilson does not believe hyperinflation. The reasons are 1) supply chain problem will be relief as time goes by; 2) Russian-Ukraine war might go to stalemate because the strong resistance of Ukraine; 3) inflation in 2021 is high, so that yoy inflation data for 2022 might get lower, which will “surprises” the whole market
- historically, high interest rate does not really mean lower stock market
- when we invest, we should only not respond to the current market and economic situation, we should expect when will happen six months or more later, and prepare for the future – that is the only way we can win
- have a great portfolio management method is key to be successful, I need to think about my portfolio
- Tilson’s #1 stock pick is FB
- Tilson helps Tradesmith with some ads, Tradesmith uses VQ to decide when to sell the stock, which is very important – even though I do not think it is the best way, but I still think it is worthwhile to listen to them
