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Whitney Tilson
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Whitney Tilson
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General Growth Properties: Responding to Hovde
on Dec 30, 2009
•
GGWPQ.PK
•
2 Comments
General Growth Properties: Rebutting the Bears
on Dec 16, 2009
•
MAC
,
SPG
,
BXP
•
21 Comments
Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries
on Nov 20, 2008
•
BRK.A
,
BRK.B
•
48 Comments
Three Stocks We're Long With High Conviction
on Oct 02, 2008
•
FFH
,
DLIA
,
BRK.A
•
15 Comments
Financials and Housing: The Outlook Remains Ugly
on Aug 20, 2008
•
XLF
,
XHB
,
MBI
•
31 Comments
Merrill CDO Deal: How Can It Book a 'Sale'?
on Jul 29, 2008
•
MER
•
18 Comments
The SEC's Campaign Against Naked Shorting: Misguided or Right On?
on Jul 18, 2008
•
25 Comments
Why We’re Short Hanesbrands
on Jul 11, 2008
•
HBI
•
9 Comments
MBIA's GIC Exposure Could Trigger a Liquidity Crisis
on Jun 28, 2008
•
MBI
•
37 Comments
Whitney Tilson’s Response on the Monolines
on Jun 18, 2008
•
MBI
,
ABK
•
8 Comments
David Einhorn/Lehman Brothers: Another NYT Hatchet Job
on Jun 13, 2008
•
LEH
•
9 Comments
NYT Smears David Einhorn, Again
on Jun 12, 2008
•
LEH
•
13 Comments
Fairfax Financial: Anatomy of a Hatchet Job
on Jun 06, 2008
•
FFH
•
17 Comments
Ambac's Earnings: You Can't Make This Stuff Up
on Apr 27, 2008
•
ABK
,
MBI
•
13 Comments
Why We Doubled Our Position in Borders
on Apr 18, 2008
•
BGP
•
13 Comments
What Went Wrong at GE?
on Apr 12, 2008
•
GE
•
21 Comments
Financials Likely in Dead Cat Bounce, But Fed's Now a Wildcard
on Mar 24, 2008
•
BSC
,
JPM
,
XLF
•
14 Comments
Don't Expect Other Bidders for Bear - Certainly Not Buffett
on 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 Mar 08, 2008
•
MBI
,
ABK
•
25 Comments
Ambac's Announcement is a Joke; Disagreeing with Whitman on Monolines
on Mar 06, 2008
•
ABK
,
MBI
•
11 Comments
Ambac, MBIA Are Still Shorts Amidst This Wink-and-Nod
on Feb 28, 2008
•
ABK
,
MBI
•
22 Comments
Shorting the Homebuilders as Their Stocks Surge
on Feb 24, 2008
•
TOL
,
LEN
,
HOV
•
43 Comments
Thoughts on Ambac Bailout, MBIA, Berkshire's Muni Bond Backing
on Feb 24, 2008
•
ABK
,
BRK.A
,
MBI
•
10 Comments
Ackman's Proposal for Bond Insurers - Some Thoughts
on Feb 21, 2008
•
ABK
,
MBI
•
6 Comments
Housing: Is it Going to Get Worse Before it Gets Better?
on Feb 19, 2008
•
3 Comments
Buffett's Offer: Great for Him, Terrible for Bond Insurers
on Feb 12, 2008
•
BRK.A
,
MBI
,
ABK
•
8 Comments
MBIA Waits for Good News to Announce Bad
on Feb 07, 2008
•
MBI
•
9 Comments
Winn-Dixie Stores: A Turnaround in Progress
on Nov 07, 2007
•
WINN
•
Comment!
Fairfax Financial: The Tables Are Turning
on Sep 19, 2007
•
FFH
•
Comment!
Wal-Mart's Mistakes Are Fixable - This Stock's Cheap
on Jun 14, 2007
•
WMT
•
1 Comment
Whitney Tilson's Notes From Berkshire Hathaway's Annual Meeting
on Jun 05, 2007
•
SPY
,
BRK.A
,
BRK.B
•
Comment!
Wendy's: Piggybacking On Activist Smart Money
on May 03, 2007
•
WEN
,
THI
•
Comment!
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BXP
,
CMG
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DLIA
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FFH
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FTAR.OB
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GE
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GGWPQ.PK
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LEH
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LEN
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MAC
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MER
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Latest Comments on Whitney Tilson's Articles
REITBull
on
General Growth Properties: Responding to Hovde
: I don't agree with Hovde's macro view on the retail industry. But...
more »
investor2010
on
General Growth Properties: Responding to Hovde
: As an aside to your point number 3, it is a glaring indication...
more »
District Banker
on
General Growth Properties: Rebutting the Bears
: Reggie - You are incredibly intelligent, and your foresight,...
more »
Bese
on
General Growth Properties: Rebutting the Bears
: Liked your analysis. However, it seems to me that if the...
more »
REITBull
on
General Growth Properties: Rebutting the Bears
: The use of cap rates is a good way to value a REIT. However, it is...
more »
Sudhi Analyst
on
General Growth Properties: Rebutting the Bears
: I think you have ignored 2 significant cash expenses:"property...
more »
titans
on
General Growth Properties: Rebutting the Bears
: This is one of the biggest games going on @ Wall St. You have...
more »
mredwhinny
on
General Growth Properties: Rebutting the Bears
: I like reits and I own some. Reading this is interesting, but I...
more »
Mark Alexander
on
General Growth Properties: Rebutting the Bears
: This is a classic case of the kettle calling the pot black after...
more »
Brian McMorris
on
General Growth Properties: Rebutting the Bears
: Just check the last 10Q and you will see that GGP is easily able...
more »
Vegasjoe
on
General Growth Properties: Rebutting the Bears
: BTW, T2 did short WFC to $9 and then went long to $25-30 or so. So...
more »
Vegasjoe
on
General Growth Properties: Rebutting the Bears
: These comments are hilarious! Yes, T2 has piggybacked both winners...
more »
Reggie Middleton
on
General Growth Properties: Rebutting the Bears
: I was the guy that publicly shorted GGP at $60 and laid out the...
more »
davidbdc
on
General Growth Properties: Rebutting the Bears
: NOI $2.4 billion Minus senior debt service* $1.1...
more »
Djvu
on
General Growth Properties: Rebutting the Bears
: GGP has a total debt of $ 30 Bn. that is huge I dont quite agree...
more »
Latest Comments on Whitney Tilson's Articles
Latest Comments on Whitney Tilson's Articles