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Whitney Tilson Closes Kase Capital: 'Reporting Sustained Underperformance Was Making Me Miserable'
Thursday, September 28, 2017 - 12:27pm | 344Read More...Hedge fund manager Whitney Tilson, perhaps best known for his short thesis on Lumber Liquidators Holdings Inc (NYSE: LL), has decided to call it quits. Tilson's hedge fund, Kase Capital, will be closing shop after offering investors a disappointing return profile, the Wall Street Journal reported....
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Why Is Whitney Tilson 'Highly Skeptical' Of The Trump Rally?
Monday, December 19, 2016 - 10:00am | 412Read More...The Dow Jones Industrial Average has soared more than 8 percent since the November 8 presidential election, but not all fund managers are convinced the rally is here to stay. Whitney Tilson, founder of the hedge fund Kase Capital, counts himself as a skeptic and thinks the creation of $1.6 trillion...
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Whitney Tilson Goes Short Wingstop, Positive On Lumber Liquidators
Wednesday, November 30, 2016 - 11:04am | 507Read More...Whitney Tilson moved two stocks on Tuesday with his long-short views on the pair, with Wingstop Inc (NASDAQ: WING) finding itself on the wrong side of his equation, while Lumber Liquidators Holdings Inc (NYSE: LL) was back in favor. At the Robin Hood Conference, Tilson, who runs the hedge fund...
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Tilson: Howard Hughes And Fannie Mae Are My 2 Favorite Stock Ideas
Tuesday, April 19, 2016 - 1:33pm | 468Read More...Kase Capital's Whitney Tilson has highlighted his two favorite stock ideas in a recent letter to investors: Federal National Mortgage Assctn Fnni Me (OTC: FNMA) and Howard Hughes Corp (NYSE: HHC). Fannie Mae Tilson lists Fannie Mae as one of his top two favorite ideas, but parenthetically...
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Whitney Tilson Shorts Lumber Liquidators Again, Says Co. Has 50% Chance Of Bankruptcy
Tuesday, March 8, 2016 - 4:25pm | 412Read More...In a report issued Tuesday, Kase Capital's Whitney Tilson explained why he is short Lumber Liquidators Holdings Inc (NYSE: LL) again -- in a word, cancer. Tilson continues to believe, as he said in December, that Lumber Liquidators' management team wasn't aware of the toxic laminate...
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Apple Has Three More 'Miss-And-Lower' Quarters To Go, Whitney Tilson Warns
Wednesday, January 27, 2016 - 4:42pm | 561Read More...On an aggregate scale, Apple Inc. (NASDAQ: AAPL) is consistently a favorite in the hedge fund industry. The company's track record, shareholder-friendly actions of late and cheap valuation metrics makes it an easy pick for a money manager with assets to invest. Kase Capital Management's...
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Whitney Tilson Names Spirit Airlines Favorite Long Idea, Wayfair Top Short
Monday, November 16, 2015 - 5:36pm | 548Read More...In a report titled "A Stroll Down Memory Lane and My Favorite Long and Short Ideas," Kase Capital Management Whitney Tilson shared his takeaways following the 2015 Robin Hood Investors Conference. This article will focus on his favorite long and short ideas, Spirit Airlines...
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EXCLUSIVE: Whitney Tilson Still Short Herbalife, Says New Video Is 'Damning'
Wednesday, October 28, 2015 - 9:31am | 335Read More...After a near 2 percent decline in Tuesday's after-hours trading, Herbalife Ltd. (NYSE: HLF) shares are volatile on Wednesday morning amid a new note from hedge fund manager Whitney Tilson of Kase Capital. In an email, Tilson explained what he views as new "damning" information...
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Lumber Liquidators: Whitney Tilson's Comments Contradict Cantor Fitzgerald Upgrade
Thursday, August 20, 2015 - 2:00pm | 570Read More...Shares of Lumber Liquidators Holdings Inc (NYSE: LL) spiked higher by more than 13 percent Thursday morning following an upgrade to Buy from Hold by analysts at Cantor Fitzgerald. The analyst, Laura Champine, noted that that the risk-to-reward profile on the stock has "become much more appealing"...
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Whitney Tilson Is 'Shocked' By Resignation Of Lumber Liquidators' CEO, Maintains As Largest Short Position
Thursday, May 21, 2015 - 12:59pm | 491Read More...Hedge fund manager Whitney Tilson on Thursday released a letter detailing his thoughts on the resignation of Lumber Liquidators Holdings Inc (NYSE: LL)'s CEO Robert Lynch. Tilson is the founder of Kase Capital and holds a short position in Lumber Liquidators. His short position is based on his well...
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Whitney Tilson Sheds More Light On Lumber Liquidators In New Letter
Monday, April 6, 2015 - 2:27pm | 568Read More...Investor Whitney Tilson provided more details on Lumber Liquidators Holdings Inc (NYSE: LL) in the latest Kase Capital letter to investors. Tilson had assumed that once it was discovered that Lumber Liquidators was selling laminate flooring with high levels of formaldehyde that the company...
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Whitney Tilson Explains 'One Of The More Oddball Stocks I've Ever Purchased'
Tuesday, February 24, 2015 - 1:01pm | 399Read More...In his recent annual letter to fund partners, Kase Capital’s Whitney Tilson disclosed the fund’s top holdings going into 2015. Big names disclosed in the letter include Avis Budget Group (NASDAQ: CAR), Micron Technology, Inc. (NASDAQ: MU) and Berkshire Hathaway Inc (NYSE: BRKA) (...
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Is The Car Rental Industry In The Early Stages Of A Bullish Transformation?
Monday, February 23, 2015 - 6:15pm | 358Read More...In his recent annual letter to fund partners, Kase Capital’s Whitney Tilson disclosed the fund’s top holdings going into 2015. The fund’s third-largest position is Hertz Global Holdings, Inc. (NYSE: HTZ). In the letter, Tilson specifically addressed his bullish overall case for...
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7 Reasons Whitney Tilson Is Bullish On Airline Stocks
Monday, February 23, 2015 - 5:30pm | 384Read More...In his recent annual letter to fund partners, Kase Capital’s Whitney Tilson disclosed the fund’s top holdings going into 2015. Both JetBlue Airways Corporation (NASDAQ: JBLU) and Delta Air Lines, Inc. (NYSE: DAL) are among the Kase Fund’s top 10 holdings. In the letter, Tilson...
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Kase Fund's Top 10 Stocks In 2015
Monday, February 23, 2015 - 4:09pm | 497Read More...Kase Capital Managing Partner Whitney Tilson recently wrote the fund’s annual letter updating partners on the performance of the fund. In 2014, the fund matched the return of the S&P 500 by returning 13.7 percent on the year. Since the fund’s launch in 1999, the Kase Fund has...
