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Whitney Tilson: Howard Hughes is Significantly Undervalued
Thursday, March 8, 2012 - 1:37pm | 417Read More...T2 co-manager Whitney Tilson believes Howard Hughes (NYSE: HHC) is significantly undervalued with regard to its book value. In the several minutes Wilson spoke to CNBC on the virtues of the company's upside, HHC shares soared 3 percent. It is not the fact that shares are trading at a discount to...
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Is Einhorn Squeezing His Short To the Last Drop?
Thursday, November 10, 2011 - 1:01pm | 729Read More...Green Mountain Coffee Roasters Inc. (NASDAQ: GMCR) shares are plunging this morning, after the company missed earnings estimates last night. The company has been in the news recently, with Greenlight Capital's David Einhorn saying at the Value Investing Congress that he was short the stock for a...
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Were Whitney Tilson's Investments Foolish or Brilliant?
Thursday, October 27, 2011 - 10:10am | 976Read More...Whitney Tilson has been in the spotlight due to his flip-flopping views on Netflix (NASDAQ: NFLX). While Netflix stock kept climbing and passed the $200 mark, Tilson claimed the increasing valuation was absurd. Unfortunately, he could not take the heat and covered his position at its high point....
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Howard Hughes Up 2% After Whitney Tilson Presentation (HHC)
Wednesday, May 4, 2011 - 11:20am | 125Read More...Shares of Howard Hughes Corp (NYSE: HHC) are gaining more than 2% today, after hedge fund manager Whitney Tilson announced at the Value Investing Congress that he was long the stock yesterday for a number of reasons, one being that the stock is considerably undervalued by its assets. Tilson said...
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Whitney Tilson Letter On Covering Netflix Short (NFLX)
Thursday, February 10, 2011 - 6:14pm | 106Read More...Whitney Tilson, of T2 Partners, has put out a letter saying why he covered his short position in Netflix (NASDAQ: NFLX). Tilson has long been short and critical of Netflix's share price, and wrote a letter describing his reasoning for being short Netflix. Netflix CEO Reed Hastings, who is a friend...
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Is This The End Of Netflix? (NFLX, AMZN)
Thursday, January 20, 2011 - 11:32am | 398Read More...If Amazon (NASDAQ: AMZN) has anything to say about it, it very well could be. Amazon announced today it purchased LoveFilm, which is the European equivalent of Netflix (NASDAQ: NFLX). Amazon already owned 42% of the company, so it made sense for Amazon to pony up the rest of the cash to purchase...
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Porter Bibb Says Normal Analyst Metrics Don't Apply to Netflix (NFLX)
Tuesday, December 21, 2010 - 4:05pm | 102Read More...In an interview on Bloomberg, Porter Bibb, managing partner at Mediatech Capital Partners LLC talked about the idea that normal metrics from analysts don't apply to Netflix Inc. (NASDAQ: NFLX). Recently, Netflix CEO Reed Hastings has publicly asked T2 Partners LLC co-founder Whitney Tilson to stop...
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Netflix CEO To Whitney Tilson: Cover Your Short. Now. (NFLX)
Monday, December 20, 2010 - 8:58am | 266Read More...It's very rare for a company CEO to discuss short positions in the company stock, but Reed Hastings, Netflix's (NASDAQ: NFLX) CEO, has done just that. Hastings put out a letter to noted value investor Whitney Tilson, telling him to cover his short position in the online movie rental company. In the...
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Whitney Tilson's Short Netflix Thesis (NFLX)
Thursday, December 16, 2010 - 2:05pm | 105Read More...Whitney Tilson of T2 Partners LLC has laid out his short thesis for Netflix (NASDAQ: NFLX), saying he believes the name is severely overvalued. Tilson has been short the name for approximately $100 per share, so he acknowledges his entry is wrong, but he hasn't yet accepted defeat on this position...
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Whitney Tilson: Short Netflix (NFLX)
Friday, December 3, 2010 - 12:59pm | 118Read More...At yesterday's Bloomberg 2010 Hedge Fund conference, T2 Partners fund manager Whitney Tilson said that he was short Netflix (NASDAQ: NFLX), and has been short the name for the last 100 points to the upside. He said he likes the business, but sees it realistically trading around 25 times earnings,...
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Whitney Tilson Discussing OpenTable Short (OPEN)
Thursday, November 4, 2010 - 5:48pm | 61Read More...Whitney Tilson of T2 Partners LLC is on CNBC Fast Money and is talking about his short position in OpenTable (NASDAQ: OPEN). He's been adding to the short, he says the valuation is extreme on the company, despite the company performing well. He said position sizing is important when it comes to...
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Microsoft Up In Early Trading (MSFT)
Monday, November 1, 2010 - 10:08am | 59Read More...Microsoft Corporation (NASDAQ: MSFT) is up 2% in early trading, to $27.17, a gain of 50 cents. Microsoft has been talked about a lot recently as a value stock, particularly by Whitney Tilson. Tilson, of T2 Partners LLC, recently said that Microsoft, the maker of Windows and Office, was one of its...
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Value Investing Congress: T2 Likes Grupo Prisa/Liberty Acquisition (LIA)
Wednesday, October 13, 2010 - 3:45pm | 70Read More...Glen Tongue of T2 Partners LLC is speaking at the Value Investing Congress, and is saying that he likes Liberty Acquisition Holdings (NYSE: LIA), as it is combining with Grupo Prisa, which is an emerging market paid TV service. He ultimately believes the share price of LIA will go to $16 and change...
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Value Investing Congress: T2 Likes BP
Wednesday, October 13, 2010 - 3:25pm | 55Read More...At the Value Investing Congress, Whitney Tilson of T2 Partners is saying that he likes BP (NYSE: BP). Whitney Tilson has said that Jim Cramer has made him a lot of money regarding BP, as Cramer said he hated the stock within three days of it bottoming.
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Whitney Tilson's Picks
Friday, October 8, 2010 - 4:50pm | 229Read More...Whitney Tilson of T2 Partners LLC recently spoke with Benzinga, and discussed some stock ideas. He first mentions Berkshire Hathaway (NYSE: BRK-A), which he believes is only 17% undervalued. Berkshire Hathaway is the safest stock in his portfolio, as it's run by Warren Buffett and Charlie Munger,...
