whitney tilson

Tilson Covers Netflix Short

February 11, 2011

Whitney Tilson has covered his infamous short of Netflix (NFLX). As we suspected last week, Tilson’s Netflix short was simply inflicting too much pain on the fund manager. In an open letter to shareholders and the media, Tilson outlined why the fund has covered the short position. “In summary, while we acknowledged in our December [...]

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Netflix Short Makes Whitney Tilson Say Uncle

February 3, 2011

Whitney Tilson, manager of T2 Partners recently released his annual letter to investors where he appears to have been humbled by his losing short positions in stocks like Netflix and most likely Lululemon as well. Over the last five months, T2 partners are down 4.3% net while the S&P 500 has rallied 23.5%. Most of [...]

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Whitney Tilson Vs. Netflix

December 21, 2010

One of the more high profile hedge fund managers, Whitney Tilson of T2 partners, has released his short thesis against Netflix. Tilson outlined several reasons why he has been short the high flying stock despite the fact that it has been a money losing proposition thus far. Tilson can’t see how Netflix can maintain 10% [...]

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Could Mr. Li Be Buffett’s Successor?

July 30, 2010

There has been some chatter recently that Warren Buffett would name Li Lu, a Chinese hedge fund manager as his successor. Mr. Buffett, 80, has been searching for an individual or a team of investment managers to become the CIO of Berkshire Hathaway. Berkshire stock has struggled with the “succession” issue as investors have been [...]

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