“There is a natural tendency for investors to devote a significant majo...” — Whitney Tilson Quote

“There is a natural tendency for investors to devote a significant majority of their time to finding new ideas. After all, uncovering great companies selling at great prices is the lifeblood of successful investing. But in the never-ending quest for the next great idea, investors often give short shrift to their existing investments.”

“You just have to approach every day and say, 'If you were starting fresh today, what would my portfolio look like?' So that's how we think about it.”

“Marketing is for companies who have sucky products.”

“What is too popular may not be profitable. Don't invest in B2C companies, instead invest in B2B companies.”

“The vast majority of companies don't go public and mint dozens of millionaires. And most companies don't go around doling out stock options; private companies tend to be very tight about ownership.”