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Whitney Tilson

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View Whitney Tilson's Articles BY TICKER:

Grupo Prisa's Important Deal
on Tue, Jun 5, 2012 • PRIS.B, PRIS • 71 Comments
Our Take On 'Why I Am Leaving Goldman'
on Thu, Mar 15, 2012 • GS • 89 Comments
Berkshire Hathaway's New Share Repurchase Program - And What It Means
on Mon, Sep 26, 2011 • BRK.B, BRK.A • 32 Comments
Why Microsoft Should Borrow Heavily to Buy Back Shares
on Tue, Jul 12, 2011 • IBM, TWC, DTV • 171 Comments
Whitney Tilson: Why We Covered Our Netflix Short
on Fri, Feb 11, 2011 • NFLX • 112 Comments
Whitney Tilson: Why We're Short Netflix
on Thu, Dec 16, 2010 • NFLX, CSTR, AAPL • 287 Comments
General Growth Properties: Responding to Hovde
on Wed, Dec 30, 2009 • GGP • 2 Comments
General Growth Properties: Rebutting the Bears
on Wed, Dec 16, 2009 • MAC, SPG, BXP • 21 Comments
Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries
on Thu, Nov 20, 2008 • BRK.A, BRK.B • 50 Comments
Three Stocks We're Long With High Conviction
on Thu, Oct 2, 2008 • FRFHF.PK, DLIA, BRK.A • 16 Comments
Financials and Housing: The Outlook Remains Ugly
on Wed, Aug 20, 2008 • XLF, XHB, MBI • 31 Comments
Merrill CDO Deal: How Can It Book a 'Sale'?
on Tue, Jul 29, 2008 • MER • 18 Comments
The SEC's Campaign Against Naked Shorting: Misguided or Right On?
on Fri, Jul 18, 2008 • 25 Comments
Why We’re Short Hanesbrands
on Fri, Jul 11, 2008 • HBI • 9 Comments
MBIA's GIC Exposure Could Trigger a Liquidity Crisis
on Sat, Jun 28, 2008 • MBI • 37 Comments
Whitney Tilson’s Response on the Monolines
on Wed, Jun 18, 2008 • MBI, AMBC • 8 Comments
David Einhorn/Lehman Brothers: Another NYT Hatchet Job
on Fri, Jun 13, 2008 • LEH • 10 Comments
NYT Smears David Einhorn, Again
on Thu, Jun 12, 2008 • LEH • 13 Comments
Fairfax Financial: Anatomy of a Hatchet Job
on Fri, Jun 6, 2008 • FRFHF.PK • 17 Comments
Ambac's Earnings: You Can't Make This Stuff Up
on Sun, Apr 27, 2008 • MBI, AMBC • 13 Comments
Why We Doubled Our Position in Borders
on Fri, Apr 18, 2008 • BGPIQ.PK • 14 Comments
What Went Wrong at GE?
on Sat, Apr 12, 2008 • GE • 21 Comments
Financials Likely in Dead Cat Bounce, But Fed's Now a Wildcard
on Mon, Mar 24, 2008 • BSC, JPM, XLF • 28 Comments
Don't Expect Other Bidders for Bear - Certainly Not Buffett
on Tue, Mar 18, 2008 • JPM, BSC, BRK.A • 2 Comments
Why We're Still in the Early Innings of the Bursting of the Housing and Credit Bubbles - And Implications for MBIA and Ambac
on Sat, Mar 8, 2008 • MBI, AMBC • 25 Comments
Ambac's Announcement is a Joke; Disagreeing with Whitman on Monolines
on Thu, Mar 6, 2008 • MBI, AMBC • 11 Comments
Ambac, MBIA Are Still Shorts Amidst This Wink-and-Nod
on Thu, Feb 28, 2008 • MBI, AMBC • 22 Comments
Shorting the Homebuilders as Their Stocks Surge
on Sun, Feb 24, 2008 • TOL, LEN, HOV • 43 Comments
Thoughts on Ambac Bailout, MBIA, Berkshire's Muni Bond Backing
on Sun, Feb 24, 2008 • BRK.A, MBI, AMBC • 10 Comments
Ackman's Proposal for Bond Insurers - Some Thoughts
on Thu, Feb 21, 2008 • MBI, AMBC • 6 Comments
Housing: Is it Going to Get Worse Before it Gets Better?
on Tue, Feb 19, 2008 • 3 Comments
Buffett's Offer: Great for Him, Terrible for Bond Insurers
on Tue, Feb 12, 2008 • BRK.A, MBI, AMBC • 8 Comments