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In a letter to investors, Whitney Tilson's fund T2 Partners lists its largest positions. Longs:...

In a letter to investors, Whitney Tilson's fund T2 Partners lists its largest positions. Longs: Seagate (STX), JC Penney (JCP), CIT Group (CIT), Two Harbors (TWO), and Microsoft (MSFT). Shorts: Vistaprint (VPRT), St. Joe (JOE) and Green Mountain (GMCR).
Comments (2)
  • Wyatt Junker
    , contributor
    Comments (4503) | Send Message
     
    Whitney is always shorting the high flier too early into the irrational exuberance. He should wait for the right ear to emerge, let alone the neckline on GMCR.
    8 Aug 2011, 11:17 AM Reply Like
  • Yabster
    , contributor
    Comments (30) | Send Message
     
    Shorting is tough for anyone and everyone.
    But I absolutely know that Whitney knows what he's doing.
    What I've done is to take Whitney's short positions and initiate a position in them when the price is far higher than his prices.
    If the price never goes much higher, I don't short it.
    I try to also do my own DD, however Whitney's work is of far better quality than mine.
    8 Oct 2011, 02:02 PM Reply Like
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