John H. Lewis, Osmium Partners Increase Stake in Spark Networks Inc (LOV)
John H. Lewis and Osmium Partners, LLC have increased their investment in Spark Networks Inc (NYSEMKT:LOV). According to a recent filing with the Securities......(read more)
Posts Tagged ‘Whitney Tilson T2 Partners’
Latest Hedge Fund Moves: Carl Icahn, Ken Griffin, Steven Cohen and Others
Hedge fund managers have been very active this week, with several hedge fund gurus revealing important moves recently. Carl Icahn, Ken Griffin, Steven......(read more)
Is Iridium Communications Inc. (IRDM) Going to Burn These Hedge Funds?
Is Iridium Communications Inc. (NASDAQ:IRDM) a first-rate investment right now? Prominent investors are taking a pessimistic view. The number of bullish......(read more)
Safety Insurance Group, Inc. (SAFT): Are Hedge Funds Right About This Stock?
Safety Insurance Group, Inc. (NASDAQ:SAFT) investors should pay attention to an increase in activity from the world’s largest hedge funds lately......(read more)
Promotora de Informaciones S.A. (PRIS): Are Hedge Funds Right About This Stock?
Promotora de Informaciones S.A. (NYSE:PRIS) investors should be aware of a decrease in hedge fund sentiment lately. If you’d ask most stock holders......(read more)
Hedge Funds Aren’t Crazy About Miller Industries, Inc. (MLR) Anymore
Miller Industries, Inc. (NYSE:MLR) was in 5 hedge funds’ portfolio at the end of December. MLR shareholders have witnessed a decrease in activity......(read more)
Is Telular Corporation (WRLS) Going to Burn These Hedge Funds?
Is Telular Corporation (NASDAQ:WRLS) a first-rate investment today? Prominent investors are betting on the stock. The number of bullish hedge fund bets......(read more)
Is Fifth Street Finance Corp. (FSC) Going to Burn These Hedge Funds?
Fifth Street Finance Corp. (NASDAQ:FSC) was in 7 hedge funds’ portfolio at the end of the fourth quarter of 2012. FSC investors should pay attention......(read more)
Hedge Funds Are Dumping Ruby Tuesday, Inc. (RT): Ignite Restaurant Group Inc (IRG), Chuy’s Holdings Inc (CHUY)
Ruby Tuesday, Inc. (NYSE:RT) was in 13 hedge funds’ portfolio at the end of December. RT has experienced a decrease in hedge fund interest recently......(read more)
Hedge Fund News: John Paulson, Whitney Tilson, SandRidge Energy Inc. (SD)
Hardly hedging (NYPost) John Paulson, the hedge fund manager who made a fortune during the downturn but more recently blamed a bad 2012 performance on......(read more)
Netflix Inc (NFLX) is a Takeover Candidate
Whitney Tilson explained why he is bullish about Netflix Inc (NASDAQ:NFLX), Berkshire Hathaway Inc (NYSE:BRK.A), and Howard Hughes Corp (NYSE:HHC) at......(read more)
Is Netflix a Better Buy Than Amazon? This Hedge Fund Manager Thinks So
During Whitney Tilson’s presentation yesterday at the 8th Annual Value Investing Congress he identified three key long ideas. Tilson founded T2 Partners......(read more)
Whitney Tilson’s Stock Picks: Dell Inc, Cisco, and Berkshire Hathaway
Whitney Tilson is on his own again following the departure of Glenn Tongue from T2 Partners in mid-June. Tilson reacted to the breakup by reducing or......(read more)
Too Late to Short Green Mountain?
Whitney Tilson founded his firm T2 Partners with Glenn Tongue in 1999. Since then, it has returned 177% cumulative since its inception compared to just......(read more)
Hedge Funds Late to Party, Again, Running Flat in March Per BoAML
Hedge fund managers make a fortune calling the shots for their funds. Most charge 2-and-20-percent – 2 percent for management and 20 percent for performance......(read more)
Hedge Fund News: Bill Ackman, David Einhorn, John Kinnucan, Ray Dalio…
Ackman Says He Will Be Patient on J.C. Penney Turnaround (Bloomberg) Pershing Square Capital Management LP’s William Ackman, the activist hedge fund......(read more)
Whitney Tilson’s Top Stock Picks
Whitney Tilson co-founded T2 Partners with Glenn Tongue in 1999. He manages three investment partnerships – T2 Accredited Fund, Tilson Offshore Fund......(read more)
Hedge Fund News: Ted Weschler, Travelodge, Hedge Fund February Redemptions
Berkshire Adds DirectTV, Liberty Media (Bloomberg) Berkshire Hathaway Inc. (BRK/A) boosted its stake in DirecTV and added holdings of Liberty Media Corp......(read more)
Hedge Fund News: John Paulson, Jim Rogers, Marc Faber…
Gold Bulls Expand as Paulson Says Buy (Bloomberg) Gold traders are getting more bullish after billionaire hedge-fund manager John Paulson told investors......(read more)
Hedge Funds Q4 Moves And Hedge Fund News: Paulson, Soros, Cohen, Einhorn…
Paulson Files to Approach Hartford Holders About Breakup (Bloomberg) Billionaire John Paulson, who controls an 8.4 percent stake in Hartford Financial......(read more)
Canadian Pacific Cautioned Ex-Chief To Stay Away From Ackman, Icahn Buys $CVI, European Hedge Funds Bet China Down
Canadian Pacific Rival Warns Ex-Chief To Stay Away From Ackman (Deal Book) The Canadian National Railway publicly cautioned its former chief executive......(read more)
10 Sell Ideas from Whitney Tilson
In a recent letter to investors, Whitney Tilson’s T2 Partners discussed what went wrong in 2011, likening its performance last year to 2008/2009. The......(read more)
10 Worst Performing Hedge Funds in 2011
We have been compiling hedge fund returns in 2011 for the past couple of weeks. We gathered returns for more than 60 hedge funds we are tracking. Here......(read more)
Hedge Funds Fudge Positions In Filings, AQR Unveiling Some New Funds, Whitney Tilson’s Interview
A Margin for Error in Hedge-Fund Filings (WSJ) For years, finance experts have put together statistical analyses that suggest something fishy is going......(read more)
Hedge Funds Move Away from Oil Stocks
Big oil used to be a solid investment. The stocks trade like utilities – they tend to offer stable growth with decent dividends. But, things have been......(read more)
Hedge Funds Lose Big After Salesforce.com $CRM Slips Almost 11%
Jim Cramer told “Mad Money” viewers on October 31 that he’d rather bet with Salesforce.com (CRM) than against them (check it out here......(read more)
Raging Capital Filed 10.6% Activist Stake in $REXI
Raging Capital filed on November 4th for its 10.6% activist stake in Resource America, Inc. (REXI). According to the 13D filing, Raging Capital now has......(read more)
Green Mountain Coffee Slips Lower After T2’s Tilson Comments on SEC Probe
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......(read more)
Steve Cohen, Whitney Tilson $NFLX, and Mark Mobius
WSJ Prints List of SAC’s “Well-Timed” Trades (WSJ) Wall Street regulators expressed mounting concern about SAC Capital Advisors‘......(read more)
Whitney Tilson Initiates Brand New Positions in $GS and $C
Whitney Tilson, the founder and managing partner of T2 Partners, is feeling bullish on stocks in the financial industry....(read more)
Whitney Tilson Is Shorting These 11 Stocks
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......(read more)
Whitney Tilson’s New Stock Picks $C $PRIS $NNI $ATVI $PBY $XRX
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......(read more)
Bill Ackman and These Hedge Fund Managers Made A Bundle Yesterday, $JCP
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.......(read more)
Einhorn Complains About Microsoft’s Management, Still Bullish
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......(read more)
10 Hedge Fund Managers Who Think Whitney Tilson is Wrong On Salesforce.com $CRM
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: “......(read more)
Whitney Tilson Says Microsoft Is A Better Investment Than Apple
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......(read more)
Whitney Tilson’s Regrets and Latest Outlook
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......(read more)
Whitney Tilson’s Small Cap dELiA*s (DLIA) Investment
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......(read more)
Books About Investing: Whitney Tilson’s Recommendations
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......(read more)
6 Stocks Whitney Tilson Extremely Bullish
In his latest investor letter, Whitney Tilson discusses the 12 largest positions in his portfolio. In 2010 T2 Partners’ biggest winners were General......(read more)
10 Stocks Whitney Tilson Is Heavily Short Right Now
In his latest investor letter, Whitney Tilson informs his investors that he carefully analyzed his entire short book and that he’s convinced he......(read more)
T2 Partners 2010 Returns and Investor Letter
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......(read more)
25 Most Popular Hedge Fund Managers of 2010
It’s neither easy nor straightforward to determine who the best hedge fund managers are. One method used by magazines is identifying the best......(read more)
Best Mutual Funds: Tilson Dividend Fund (TILDX)
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......(read more)
Mutual Fund Performance: Tilson Focus Fund (TILFX)
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......(read more)
Whitney Tilson and T2 Partners’ Returns and Alpha
Whitney Tilson is getting a lot of coverage because of his Netflix (NFLX) short. Since September 1st the stock market took off but Whitney Tilson’s......(read more)
