-
Tilson, Tongue Split from T2 Partners; Tilson in Rebuilding Phase
Thursday, July 19, 2012 - 2:57pm | 293Read More...On June 22, hedge fund managers Whitney Tilson and Glenn Tongue of T2 Partners disclosed to investors that the two would go their separate ways, leaving Tilson as the sole principal of T2 Partners. According to the letter, it was after careful consideration that they decided not to manage money...
-
Is Penney's Worth a Nickel?
Monday, November 14, 2011 - 10:49am | 961Read More...J. C. Penney Company (NYSE: JCP) reported third quarter earnings this morning that once again missed estimates, and shares are down almost 3% in early Monday trading. It also guided lower for the fourth quarter, the biggest shopping season of the year. The company reported third quarter earnings...
-
Whitney Tilson on Why He's Long Netflix
Wednesday, October 26, 2011 - 12:41pm | 658Read More...Noted value investor Whitney Tilson, of T2 Partners, is on CNBC, talking about a wide variety of topics, including why he went long Netflix (NASDAQ: NFLX) yesterday. Scott Wapner asked him about his sentiment on the market, and Tilson said that he was bearish in the beginning of the year, and then...
-
T2 Partners: Berkshire Hathaway Cheapest it's Been in 13 Years
Tuesday, October 18, 2011 - 2:38pm | 644Read More...Whitney Tilson and Glen Tongue of T2 Partners are speaking at the Value Investing Congress and mentioned Berkshire Hathaway (NYSE: BRK-A) as the most attractive on risk reward basis in the thirteen years it has owned it. Tilson believes that shares are trading 35% below intrinsic value, which he...
-
Foaming At the Mouth: Einhorn Negative on Green Mountain
Monday, October 17, 2011 - 3:05pm | 796Read More...David Einhorn of Greenlight Capital spoke at the Value Investing Congress earlier and he was negative on Green Mountain Coffee Roasters (NASDAQ: GMCR). He believes that Green Mountain is much more likely to earn $3.50 per share, as opposed to $9 per share that the bull case is based on. The...
-
Whitney Tilson Is Short St. Joe (JOE)
Tuesday, May 3, 2011 - 5:52pm | 145Read More...Whitney Tilson announced on CNBC that he is short St. Joe Company (NYSE: JOE), and Tilson believes that the company is worth half to a third of its current price. Tilson, and his fund, T2 Partners, entered the position a number of years ago, and it is the fund's largest short position. Tilson...
-
T2 Partners Discloses It Has Been Adding To Howard Hughes Stake (HHC)
Tuesday, April 12, 2011 - 1:10pm | 99Read More...T2 Partners and Whitney Tilson have disclosed they have been adding to their stake in Howard Hughes Corp (NYSE: HHC), as the company's shares have significantly pulled back since last week. On Thursday after the bell, the Dallas-based company reported earnings. The company was spun off from...
-
Is Whitney Tilson Still Betting On Small Cap dELiA*s? (DLIA)
Thursday, January 13, 2011 - 10:18pm | 351Read More...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*s (NASDAQ: DLIA). In fact, the company is so small that Tilson's nearly $6 million position accounts for almost 10% of the company's outstanding shares...
-
Can Lululemon Keep Up The Growth Spurt?
Monday, October 18, 2010 - 11:21am | 335Read More...A recent Barron's article discusses how Yoga apparel maker, Lululemon Athletica (NASDAQ: LULU) seems to have gotten it's "groove" back as the company continues to grow in popularity. 2008 and 2009 were a bit of a challenge for the company as people were reluctant to buy $98 yoga pants. Sales...
