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Whitney Tilson Discusses Sokol's Resignation On Fast Money (BRK.B)
Wednesday, March 30, 2011 - 5:36pm | 96Read More...Hedge fund manager and Berkshire Hathaway (NYSE:BRK.B) shareholder Whitney Tilson was on CNBC's Fast Money tonight discussing the resignation of key Berkshire lieutenant David Sokol today. He expressed his disappointment over the resignation, but said "the good news is that Buffett is in great...
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Whitney Tilson Talks Apple, Microsoft, BP And More (AAPL, MSFT, BP)
Thursday, March 3, 2011 - 3:43pm | 193Read More...This afternoon on CNBC's Fast Money, Whitney Tilson said that while he is a big fan and an admirer of Apple (NASDAQ: AAPL), he is sticking with Microsoft (NASDAQ: MSFT). “There's an argument against a lot of the big cap stocks that are struggling,” Tilson said. “But Microsoft is growing like crazy...
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Netflix Trading Up 2.17%, Reaches All-Time High (NFLX)
Friday, February 11, 2011 - 1:38pm | 55Read More...Netflix (NYSE: NFLX) is at a new high today, trading up 2.17%. Shares last traded at $228.15, up from $223.20 at yesterday's close. Benzinga was among the first to announce that Whitney Tilson covered his short position on the stock.
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Leonard Brecken Shorts NFLX
Friday, February 11, 2011 - 12:03pm | 46Read More...Despite Whitney Tilson's position on the stock (he was short but has since canceled that position), Leonard Brecken told CNBC that he is shorting Netflix, Inc. (NASDAQ: NFLX).
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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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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...
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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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Bloomberg Hedge Fund 2010 Conference
Thursday, December 2, 2010 - 10:12am | 347Read More...Leon Cooperman is speaking at the Bloomberg Hedge 2010 conference and believes the economy will grow at a 2.5% growth rate. He believes the ECB is intelligent enough to stabilize the European Union. He also believes that President Obama needs to move to center, as he is seen as anti-business. He...
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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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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...
