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Marshall Hargrave's  Instablog

Marshall Hargrave
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Registered investment adviser rep and entrepreneur. CFA Level 2 Candidate. Started with out NMFN before venturing out on my own. Now running an equity research company.
My company:
Bridgewater Investments
My blog:
stockpucker
  • Whitney Tilson's Top 5, AIG (AIG), Goldmand (GS) And More 0 comments
    Feb 23, 2013 5:25 PM | about stocks: AIG, GS, BRK.B, HHC, C

    A look at hedge fund manager Whitney Tilson's recent investor letter proved interesting. The letter could well offer investors a starting point for analyzing some well-known companies in the financial industry that Tilson is heavily invested in.

    Tilson split from partner Glenn Tongue in mid-2012 and now manages money on his own. As part of the split, Tilson vowed to raise his hedge fund's cash level to 70% in an effort to reallocate the funds on a long/short basis, looking to move toward a 100% long and 40% short blend.

    read the rest at the stockpucker blog...

    Themes: Whitney Tilson, T2 Partners Stocks: AIG, GS, BRK.B, HHC, C
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