"We haven't lost our minds," says Whitney Tilson in a letter to his investors following his...


"We haven't lost our minds," says Whitney Tilson in a letter to his investors following his knife-catching attempt with Netflix (NFLX). The situation reminds him of BP last year: "The company, its CEO, and the stock are universally hated ... we love situations like this." Among the bullish factors: The shrunken market cap makes the firm "a bite size acquisition" for big cap techs.
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Comments (3)
  • User 509088
    , contributor
    Comments (1729) | Send Message
     
    without the cachet, it's just blockbuster with networking.
    26 Oct 2011, 12:16 PM Reply Like
  • Tom Armistead
    , contributor
    Comments (6216) | Send Message
     
    Tilson seems challenged in his understanding of these high flyer types. Maybe he should stick to value.
    26 Oct 2011, 12:17 PM Reply Like
  • SA Editor Stephen Alpher
    , contributor
    Comments (562) | Send Message
     
    I have no idea where NFLX is going, but to compare it to BP is curious. BP last year was the classic value play - a beaten up cash generating machine that you know exactly what it will be doing in 10 years. Can Tilson say the same about NFLX even one year out?
    26 Oct 2011, 01:00 PM Reply Like
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