Seeking Alpha

Marshall Hargrave's  Instablog

Marshall Hargrave
  • on Fund Holdings
Send Message
Former registered investment adviser rep and current entrepreneur. Now running an equity research company. Affinity for activist campaigns and targeted stocks.
My blog:
stockpucker
  • Whitney Tilson's Shorts, Caterpillar (CAT), Chipotle (CMG) And More 0 comments
    Feb 23, 2013 5:08 PM | about stocks: CAT, CMG

    After looking over hedge fund manager Whitney Tilson's investor letter, I analyzed his top ten long positions, and now it's time to look at the short side of his portfolio. Tilson took over as the sole manager of his hedge fund in mid-2012, vowing to return to a more 'well-researched' and concentrated portfolio. Tilson said this about his plans..."I am pleased with the fund's concentrated yet well-diversified long portfolio, which I believe will substantially outperform the market over time."

    read the rest at the stockpucker blog...

Back To Marshall Hargrave's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers

StockTalks

More »

Latest Comments


Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.