Whitney Tilson: Go "All-In" On The Safest, Most Solid Plays You Can Find
Sort by The Business Insider (Free subscription) - 11/10/2009 - YouTube
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Whitney Tilson: Go "All-In" On The Safest, Most Solid Plays You Can Find
Sort by The Business Insider (Free subscription) - 11/10/2009
Whitney Tilson appeared on Bloomberg earlier and talked about the investment strategy of T2 Partners. First, they go on the offensive when certain sectors are just hitting the bottom. "You look in the most distressed areas of the market... Going all-in, fully invested, buying the cheapest, most out of favor stuff." Next, they play some defense to avoid the influx of bulls in the market. Basically,...
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Whitney Tilson: "A pullback of some sort is likely"
Sort by Credit Writedowns (Free subscription) - 11/11/2009
Tilson is saying what I have been saying, namely that March saw an increased number of attractive buys, but most of these are now fully priced. As a result, he is selling equities – even building up his net short positions. Unlike bear turned bull Richard Bernstein, Tilson says that after a huge 60%+ run [...]