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Market Folly's
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Pershing Square Sells Out of Barnes & Noble - Why? [View article]
We noted in the article that in the SEC filing he sold out December 22nd, 2008.
Pershing Square Sells Out of Barnes & Noble - Why? [View article]
By all means you're completely entitled to your opinion and I respect that. You bring up good points regarding MBIA/Ambac, but he still has performed quite well. I guess I should have included the performance figures where he finished -12% or so for 2008, compared to s&p -35% and tons of other hedge funds blowing up. All things considered, he's performed well. And, if I had told you that some random joe schmoe had a portfolio of target, borders, barnes & noble and finished the year only -12%, you'd have to give some kudos. I personally think there's substance in his rationale and thinking and its illustrated in that charlie rose interview I linked to. But, fair enough, agree to disagree hah. Thanks for your comment!
Rantall,
While I personally agree with you that the bookstore holdings are 'questionable,' I still think he's proven he knows what he's doing. Those two positions are the major ones I would say I don't understand. Watch the lengthy interview with Charlie Rose I linked to, that's where his brilliance shines.
Hedge Fund Tracking: Tilson's T2 Partners, Q3 2008 [View article]
we've also recently covered peter thiel's clarium capital: www.marketfolly.com/20...
and edgetrader... hmm maybe they sold out of the position you're referring to? after all, these holdings were as of sept 30th, so some time has elapsed since the filing