Join The Motley Fool for a conversation with author, investor and philanthropist, Whitney Tilson. In addition to managing Kase Capital, Whitney has coauthored More Mortgage Meltdown: 6 Ways to Profit in These Bad Times, Poor Charlie's Almanack, and most recently The Art of Value Investing, a collection of interviews with over 200 successful value investors.

In this video segment, Whitney draws a parallel between auto rentals today and the railroad industry a decade ago. Can consolidation and more rational competition spell good news for investors? Find out what's been going on at Hertz (HTZG.Q) and Avis (CAR -3.61%) and what it means to you. The full version of the interview can be found here.