Whitney Tilson's Stock Picks With High Upside Potential

ValueWalk.com - 12.05.11
Some investment managers are not secretive about their strategies and willing to share their views with the public. Whitney Tilson is one of them. He co-authored "More Mortgage Meltdown: 6 Ways to Profit in These Bad Times" and has written for various magazines and websites including Forbes, Financial Times, TheStreet.com, Motley Fool and Kiplinger's. He has also showed up many times on CNBC, Bloomberg TV, and Fox Business Network.

Why We Might Buy Even More Netflix

ValueWalk.com - 11.26.11
Down almost $30 in three weeks, Netflix is pretty close to the point where we'll add to our position. Here's an article in Barron's today in which I'm quoted: Netflix, the video-rental and online pioneer, is loved by many, including yours truly, for its little red envelopes in the mail containing movies great and obscure, and for its trove of films you can watch over the Internet. But lately it has also become "the BP of 2011," says Whitney Tilson, head of hedge-fund firm T2 Partners, referring to the petroleum giant that poisoned the Gulf of Mexico last year.

Whitney Tilson: How to Avoid -- And Profit From -- Manias, Bubbles and Investor Irrationality

GuruFocus - 08.20.11
Whitney Tilson presented a very interesting presentation on behavioral finance. Brief excerpt followed by full document in scribd: This sort of decision fatigue can make quarterbacks prone to dubious choices late in the game and C.F.O.’s prone to disastrous dalliances late in the evening. It routinely warps the judgment of everyone, executive and nonexecutive, rich and poor — in fact, it can take a special toll on the poor. Yet few people are even aware of it, and researchers are only beginning to understand why it happens and how to counteract it.

Whitney Tilson Thinks US Probably Deserved S&P Downgrade

GuruFocus - 08.06.11
Failure to increase the borrowing limit would harm American prestige and the global financial system. But that’s nothing compared with the real threats to the U.S.’s long-term economic health, which will begin to strike with full force toward the end of this decade: Sharply rising per-capita health-care spending, coupled with the graying of the populace; a generation of workers turning into an outsize generation of beneficiaries.

Why Microsoft Should Borrow Heavily To Buy Back Shares

Business Insider - 07.15.11
We have been shareholders of Microsoft for some time, and are frustrated with the company in a number of areas, especially capital allocation. Therefore, we read with great interest this letter from a prominent hedge fund manager we know - who sent us the letter below that he sent to Microsoft's board on June 16th. We think his critique and suggestions are spot on.

Whitney Tilson's Favorite Stock Picks

Seeking Alpha - 05.13.11
Generally hedge fund managers talk about a few stocks but they have dozens of other stocks in their portfolios. This is the case with Whitney Tilson. We compiled Tilson’s top 29 positions at the end of March.

Why Whitney Tilson is sticking with Buffett

Financial Post - 04.05.11
Whitney Tilson has long been a big investor in Berkshire Hathaway, which dropped 4.6% in March. In his latest investors letter, Tilson explains why he's sticking with Buffett and why David Sokol doesn't matter.

Whitney Tilson: Housing Crisis Has Reached 7th Inning

CNBC - 01.13.2011
In May 2009 Whitney Tilson of T2 told us he expected real estate woes would be enduring. In fact at that time he said we were in about the 5th inning of the crisis and expected losses in residential and commercial real estate to total more than $1 trillion, when all is said and done.

Whitney Tilson's T2 Partners Year End Letter

Seeking Alpha - 01.10.2011
Tilson runs a long short book and has bet against some of the most popular stocks in the market today ala Netflix and Lululemon. While outperforming the first 8 months of the year, Tilson opines he did not believe enough in our new paradigm 'free markets' as practiced by Ben Bernanke, and championed by David Tepper - and hence missed the "can't lose" market the Bernanke Put offered in the last third of the year.

Tilson: The U.S. Is Not Japan

Guru Investor - 10.26.10
While many investors are fearing that the U.S. will slide into a lengthy deflationary spiral similar to that which Japan has endured, top value manager Whitney Tilson says that is unlikely.

Whitney Tilson sees a silver lining in a foreclosure moratorium

GuruFocus - 10.14.10
Whitney Tilson sees a silver lining in a foreclosure moratorium. According Yahoo! Fianance Tech Ticker: According to Tilson, approximately 11.5 million U.S. home mortgages are in danger of foreclosure, or about 20% of outstanding mortgages.

Whitney Tilson's Picks

Benzinga - 10.08.10
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, two of Tilson's investing mentors. Berkshire Hathaway is a conglomerate of businesses, ranging from insurance and reinsurance, to jewelry and shoes.

Whitney Tilson's Lesson on 13Fs and Updated InterOil Position

Seeking Alpha - 8.23.10
Whitney Tilson, hedge fund manager of T2 Partners recently commented on the latest round of SEC 13F filings and how people tend to misread them. We thought this was an excellent time to continue our impromptu lessons on 13F filings that we started Tuesday. Today's topics? Discerning net exposures in positions and distinguishing when ownership of common stock is not necessarily a long position.

Our Favorite Short Sales

Kiplinger - 08.2010
We focus on classic value investing on the long side, but we also remain committed short sellers for two primary reasons. The first is simple: We believe it's a moneymaking opportunity. The market often overvalues certain companies, and we can profit when their valuations return to earth. In addition, shorting remains an excellent tool for hedging against risk—particularly in a market trading at a 20% premium to historical valuation levels despite significant areas of concern, such as the housing market and sovereign debt risk.

Steve Forbes Interview: Whitney Tilson, Hedge Fund Manager, Part 2

Forbes - 12.06.11

Whitney Tilson is the founder of T2 Partners and Chairman of the Value Investing Congress. Recently, he sat down with Steve Forbes to talk about value investing, Warren Buffett and how to get out of an investment hole.
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Whitney Tilson Looking to Add to JCP

CNBC Fast Money - 06.14.11

Two months ago on Fast Money top hedge fund manager and CNBC Contributor Whitney Tilson recommended shares of JC Penney. Fast forward to Tuesday June 14th and shares surged on news that the company inked a deal with Ron Johnson - the architect of Apple’s retail strategy - to become its next CEO, as of November 1st.
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Investing with Tilson

CNBC - 10.29.10

Whitney Tilson reports from Darden Value Investing Conference, with the Fast Money team.
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Hedgie Whitney Tilson Lays Odds of US Lost Decade

CNBC - 09.16.10

Whitney Tilson, founder and managing partner of T2 Partners, said the odds of a "10 year of a Japanese-style, deflationary environment," are less than 5 percent. Tilson is astounded that so many investors are putting money into 10-year bonds, both corporate and government, instead of investing in blue chip stocks.
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Jobs in America

CNBC Squawk Box - 09.01.10

Anticipating the results of the ADP report, with Whitney Tilson, T2 Partners; Andrew Ross Sorkin, New York Times; and Gary Kaminsky, CNBC contributing editor.
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