Green Mountain Coffee Roasters (GMCR) has had a rough October. The coffee giant popular for its Keurig K-Cups has fallen almost 30% since October 1, 2011......
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October 28 - Uncategorized - Comments
WSJ Prints List of SAC’s “Well-Timed” Trades (WSJ) Wall Street regulators expressed mounting concern about SAC Capital Advisors‘......
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October 25 - Hedge Funds - Comments
Whitney Tilson, the founder and managing partner of T2 Partners, is feeling bullish on stocks in the financial industry....
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October 21 - Hedge Funds - Comments
Whitney Tilson is the founder and managing partner of T2 Partners LLC and the Tilson Mutual Funds. Whitney Tilson has a Bachelor’s degree in Government......
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September 7 - Hedge Funds - Comments
Insider Monkey has shown that Whitney Tilson’s alpha is about 5 percentage points per year. Tilson’s Focus Fund (TILFX) has a tiny alpha of around......
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August 15 - Hedge Funds - Comments
Yesterday JC Penney (JCP) went up $5.26. News of J. C. Penney hiring Apple’s head of retail operations has made the stock jump 17.5% in one day.......
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June 15 - Uncategorized - Comments
Microsoft is the second most popular stock among hedge funds at the end of March. It is even more popular than Apple which is one of the main reasons......
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May 25 - Uncategorized - Comments
Whitney Tilson gave a presentation last week arguing that Salesforce.com (CRM) is a momentum stock priced for perfection. Here is how he values CRM: “......
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May 11 - Hedge Funds - Comments
Whitney Tilson was extremely bullish about Microsoft in his 2010 yearend letter to investors. He expected Microsoft to reach $35. Here is what he said......
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April 25 - Hedge Funds - Comments
Whitney Tilson’s T2 Partners has been underperforming the market by a large margin due to its short positions in high growth companies such as Netflix......
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February 4 - Hedge Funds - Comments
As of September 30, 2010, Whitney Tilson’s hedge fund T2 Partners had over 2.75% of its long equity portfolio in small-cap specialty retailer dELiA......
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January 19 - Uncategorized - Comments
T2 Partners’ Whitney Tilson mentioned two books in his latest investor letter. More Mortgage Meltdown: Six Ways to Profit in These Bad Times is actually......
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January 19 - Uncategorized - Comments
In his latest investor letter, Whitney Tilson discusses the 12 largest positions in his portfolio. In 2010 T2 Partners’ biggest winners were General......
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January 18 - Hedge Funds - Comments
In his latest investor letter, Whitney Tilson informs his investors that he carefully analyzed his entire short book and that he’s convinced he......
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January 7 - Hedge Funds - Comments
Whitney Tilson’s T2 Partners got burned during the fourth quarter of 2010, losing 3.3%. More than half of the fourth quarter loss was in October......
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January 7 - Hedge Funds - Comments
It’s neither easy nor straightforward to determine who the best hedge fund managers are. One method used by magazines is identifying the best......
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December 31 - Hedge Funds - Comments
Whitney Tilson’s T2 Partners achieved an annual alpha of around 5%. In addition to a hedge fund, Whitney Tilson also has a couple of mutual funds. Insider......
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December 19 - Hedge Fund Analysis - Comments
