Whitney Tilson: Look beyond generalisations

Whitney TilsonWhitney Tilson's latest article on FT's Inside Curve column.

  • To say that in the current environment shares of companies in the financial sector are “oversold” or “already discounting a recession” or “poised to fall much further” is a simplistic view that doesn’t reflect the diversity of businesses, companies and risks present among financial firms.
  • In times of uncertainty, the less discriminating the market is of such differences, the more opportunity for smart investors to take advantage.
  • “I’m not Warren Buffett and neither are you,” Lisa Rapuanosaid. “You have to think for yourself, be original, use your particular talents and learn.”

Direct Link - Look beyond generalisations.

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