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Whitney Tilson, who reversed his bearish stance on Netflix (NFLX +21.7%) last fall after missing...

Whitney Tilson, who reversed his bearish stance on Netflix (NFLX +21.7%) last fall after missing the stock’s huge drop, takes a victory lap after the stock’s spike following stronger-than-expected Q4 results. In a letter to his followers, he praises the "complete turnaround" in NFLX’s streaming video subscribers while ridiculing bears. J.C. Penney (JCP +17.2%) is lookin' good too.
Comments (6)
  • davidshelton
    , contributor
    Comments (310) | Send Message
     
    Must be time to short NFLX and JCP then....
    26 Jan 2012, 03:27 PM Reply Like
  • deercreekvols
    , contributor
    Comments (5143) | Send Message
     
    He missed the drop from $304 to $62, but is taking a "victory lap" because the stock bounced $20?
    Congratulations Mr. Tilson, you win (?) somehow.
    26 Jan 2012, 06:16 PM Reply Like
  • TruffelPig
    , contributor
    Comments (4059) | Send Message
     
    Wasn't he short NFLX first when it was high and is now riding it up?
    26 Jan 2012, 10:17 PM Reply Like
  • davidshelton
    , contributor
    Comments (310) | Send Message
     
    He was assimilated by the Netflix (borg) and that put an end to his dissidence. Anyway, seriously, it's quite the turn around in sentiment on par with this schizophrenic market...
    27 Jan 2012, 01:44 AM Reply Like
  • mP1
    , contributor
    Comments (386) | Send Message
     
    Crazy bet of the year nflx too 200 by july
    26 Jan 2012, 06:23 PM Reply Like
  • chopchop0
    , contributor
    Comments (3131) | Send Message
     
    losing profitable dvd subs and gaining more content-hungry costly streaming subs. huge dead cat bounce IMO. content costs will overrun the nflx moat
    30 Jan 2012, 12:53 PM Reply Like
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