How to handle signs of a bubble in quality stocks with influential newsletter editor Whitney Tilson.

Whitney Tilson, an influential newsletter editor and former hedge fund manager, discusses troubling signs of a potential bubble in high-quality stocks. He highlights the risks of inflated valuations and shares strategies for investing in leading companies like Costco and Nvidia. Tilson offers fascinating insights into activist investing's impact on firms such as Nike, and emphasizes the importance of a disciplined, long-term portfolio strategy. He also draws wisdom from Charles T. Munger's teachings, illustrating the need for continual learning in the pursuit of quality investments.