d*****s
发帖数: 5610 | 1 After Green Mountain Coffee slashed its yearly sales estimates on lower
demand from the first quarter of 2012, hedge funder Whitney Tilson appeared
for a guest segment on CNBC smiling as he said "vindication is sweet."
Tilson revealed that his fund, T2 Partners, had been short Green Mountain
Coffee since it was trading in the $80s per share. The stock is now trading
at around $28.40 per share, after falling over 40% in after-market trading.
Tilson gave two reasons why he has been short Green Mou... 阅读全帖 |
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m*****u
发帖数: 1342 | 2 Size does matter, use Buffett as example, he changed his investment style
quite a bit since he started investing. Tilson
fund is much smaller than Berkowitz, and Tilson has a very different style
from Buffett and Berkowitz. I felt his style is
quite reckless, just my 2 cents |
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g*****u
发帖数: 14294 | 4 Why do you think Tilson is reckless?
Did you analyze the fund's 13F and return history? |
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a**e
发帖数: 5794 | 5 很朴素的古宅恐怖片，我冲着斯通才看的，有点失望，给5分。
Cold Creek Manor (2003)
Directed by
Mike Figgis
Genre: Drama / Thriller (more)
User Rating: 4.6/10 (2,513 votes)
Cast overview, first billed only:
Dennis Quaid .... Cooper Tilson
Sharon Stone .... Leah Tilson
Stephen Dorff .... Dale Massie
Juliette Lewis .... Ruby
Kristen Stewart .... Kristen Tilson
Ryan Wilson .... Jesse Tilson
Dana Eskelson .... Sheriff Ferguson
Christopher Plummer .... Mr. Massie
Simon Reynolds .... Ray Pinski
Kathleen Duborg ... |
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z****e
发帖数: 118 | 6 【 以下文字转载自 Stock 讨论区 】
发信人: zhonge (阿中), 信区: Stock
标 题: Lumber Liquidator 的水很深 -- 中国经济学家又建一功
发信站: BBS 未名空间站 (Mon Mar 2 18:21:26 2015, 美东)
Lumber Liquidator股价大跌25%
刚才研究了一下Lumber Liquidator， 有几个有趣的发现：
1。short seller Whitney Tilson 是主要的推手，先找Lumber Liquidator在西北利
亚的非法伐木，对LL股票有损害， 没有造成致命的威胁；
2。现在搞到CBS 60 分钟曝光来自中国的地板有甲醛：
http://www.tilsonfunds.com/LL.pdf
3。在Tilson报告中有个叫 Xuhua Zhou的功不可抹 -- 见Tilson报告
http://seekingalpha.com/author/xuhua-zhou/articles |
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d**n
发帖数: 3172 | 8 No Bottom in Housing
By ALAN ABELSON
Housing faces another big wave of foreclosures. Jobs report: no cause
for celebration.
LAST WEEK, MR. OBAMA VOYAGED TO EGYPT and delivered a truly remarkable
speech. It wasn't so much the nicely crafted rhetoric or deftly
glossed content that stirred our admiration. Rather, it was that he
could speak for nearly an hour and verbally cover the globe, with its
profusion of combustible hot spots threatening conflagrations that
might consume continents, without on... 阅读全帖 |
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p*******e
发帖数: 2310 | 9 一切都是钱。
卖假货为了钱，调查卖假货也是为了钱。
http://finance.yahoo.com/news/25-old-investor-spurred-lumber-05
Lumber Liquidators Holdings Inc.’s stock plunge over the past week, fueled
by allegations of excessive formaldehyde in its flooring, can be traced back
to a blog post from an obscure 25-year-old short seller.
Xuhua Zhou, who had dropped out of UCLA’s doctoral program in finance and
became an individual investor, took an interest in Lumber Liquidators about
two years ago. After seeing a surge in the company’... 阅读全帖 |
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g******n
发帖数: 53185 | 10 是很牛气。
Netflix CEO Reed Hastings Responds to Whitney Tilson: Cover Your Short
Position. Now.
A great investor and a wonderful human being, Whitney Tilson recently posted
an article about why he is short Netflix (NFLX). Whitney, who is a major co
-donor with me to charter public schools like KIPP, writes that he has lost
money betting against Netflix, and that he is still short Netflix in a big
way.
At Netflix we mostly focus on building our business and letting the numbers
do the talking. But Whi... 阅读全帖 |
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g********5
发帖数: 10335 | 11 tilson童鞋去年150开始做空 NFLX， 空到200 放弃
现在看到nflx 跌倒70，后悔不已，开始接飞刀
童鞋们有福啦 哈哈
看tilson明年怎么裸奔
hoho |
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j****x
发帖数: 44 | 12 故事的主角叫周旭华，籍贯不详，中国内地出生长大，他网络上公开的资料显示他
2009年毕业于美国埃默里大学，曾在加州大学洛杉矶分校攻读金融博士学位，后弃学
转为全职炒股。
而这家美国大公司就是Lumber Liquidators（纽交所代号LL），北美洲最大硬木地
板零售商， 在美国46个州和加拿大拥有几百家分店，数千名雇员。随着公司的扩张，
其股价也随之水涨船高。从2011年8月到2013年11月短短2年涨了近10倍。
故事要从2013年的6月讲起，职业股民周旭华注意到了LL这支明星股票，最近一次财
报显示毛利率大增， 他本来想买入这支股票，但进过深入调查后他获悉LL的部分产品
来自中国。这一认知，引起在内地土生土长的他怀疑，LL可能为降低成本而牺牲产品
安全。同时他发现有网民投诉LL地板的质量，为证真伪，他先是买来多款LL产品看个
究竟，然后自费将其送检。
同年6月20日，周旭华在投资网站SeekingAlpha发表测试报告，指LL的产品存在甲醛
等有害气体超标，对消费者可能构成健康风险。非但如此，周氏还建议投资者做空LL
股票。按照Seeking Alpha的利益申报，他声明并未替... 阅读全帖 |
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d********f
发帖数: 8289 | 15 tilson读稿子的时候肯定心里不是这样想的。和政才一样，有二心 |
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b****e
发帖数: 460 | 16 这个，众说纷纭，随便列举几个人
Charlie Munger
Joel Greenblatt
Mohnish Pabrai
Marty Whitman
Eddie Lampert
Seth Klarman
Whitney Tilson
Carl Icahn
Bill Miller
Bill Ruane
John Templeton
Bill Nygren
Prem Watsa
Lou Simpson
Irving Kahn
David Winters
Arnold Van Den Berg
Bruce Berkowitz
Ronald Muhlenkamp
Wallace Weitz
Meryl Witmer |
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s******8
发帖数: 108 | 17 Opportunity for Bilingual staffs to work part time with Individuals with
Intellectual Disabilities in Brooklyn and Manhattan
Manhattan based non-profit agency seeks motivated bilingual Chinese or
Spanish speaking staffs to work as Direct Care Providers part time in the
child’s home doing Community Habilitation for individuals with Intellectual
Disabilities in Brooklyn and Manhattan.
Must be 18 years or older and legally to work in the US. Human Services
related education background is preferred ... 阅读全帖 |
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h******t
发帖数: 872 | 18 google it....
An Overview of the Housing and Economic Crisis –and Why There Is More Pain
to Come
T2 Accredited Fund, LP
Tilson Offshore Fund, Ltd.
T2 Qualified Fund, LP
February 1, 2010
The latest version of this presentation is regularly updated at www.
valueinvestingcongress.com |
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r**m
发帖数: 1825 | 19 http://finance.yahoo.com/news/amex-losing-millionaires-11000533
Fifty-nine percent of wealthy households had a card issued by AmEx last year
, unchanged from 2012, while those holding a Chase-issued card rose to 58
percent from 52 percent, the data show. Among households making at least $
125,000 annually, Chase surpassed AmEx two years ago, the data show.
Rivals including Barclays Plc and JPMorgan Chase & Co. are courting them
with enhanced perks, lower fees and more incentives.
Tilson said he ... 阅读全帖 |
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G*******s
发帖数: 10605 | 20 Tilson Focus Fund /quotes/comstock/10r!tilfx (TILFX 11.26, +0.13, +1.17%)
co-manager Glenn Tongue said his midcap value fund picked up BP shares a few
weeks after the rig exploded, buying units at $36 a piece. More recently,
the fund increased its stake when shares dipped near $27 each.The portfolio
currently has around 4% to 5% of its assets in BP stock.
这个仓位应该已经出水了 |
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g******n
发帖数: 53185 | 21 那个tilson大概均价$100 per share重仓short nflx。nflx至少能熬到他cover |
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w*******o
发帖数: 6125 | 22 帮主一直难以理解的是，什么叫
"xxx就像被xxx，既然不能反抗，就躺下来慢慢享受"
"站着就把钱赚了"的人有，但不多啊
你看的NFLX的大空头Whitney Tilson
前两天都投降了 |
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g*****u
发帖数: 14294 | 23 俺的研究表明。这些所谓的long-short hedge fund其实short仓位一般都很小。大呼小
叫是仓位恐怕也就low single digit percentage.
做空，还是俺们版上的青蛙豪爽。 |
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m*****u
发帖数: 1342 | 24 He is a small fish in the mutual fund/hedge fund world |
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g*****u
发帖数: 14294 | 25 "Small fish" by what?
AUM is not a good predictor of the soundness of a manager's thesis. |
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N******r
发帖数: 642 | 26 true. most long-short hedge funds are net long. |
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S**********r
发帖数: 553 | 27 这3周太惨烈了，我特别背。 ER月我雄心勃勃的想大捞一笔的，结果惨被烧的连屁股都
糊了。。 损失的$127,000不全是NFLX, 还包扩烧的CMG, BIDU, JNPR, AMRH JDSU. 虽
然损失的钱并不是巨额，但对我来说也不算少（可能村长,油工等大户要笑死了） 写这
个长篇，一方面是为了抒发感情，另一方面是总结教训，然后就是给版友借鉴一下这个
惨痛经历。
先从NFLX讲吧，其实我一直就不知道NFLX到底是干什么的。就记得某个ER后NFLX 惨跌
，从$110跌到了$90，俺接了个这飞刀。过了几天$100多卖了。 从此我对NFLX的心理价
位就是$90.然后一直没关注。
直到这个quarter,发现NFLX要ER了，ER前才$184？ 想都没想卖了70个weekly 210 call
和10个 215 weekly 和10个 monthly $225 call. 以为那万把快美金稳赚了。好像卖完
的那天我还出去按了个磨。心情爽啊。
tnnd结果NFLX ER beat,那周五光cover那70个 NFLX weekly call就损了超过$2万刀。
还好那10个$215的在... 阅读全帖 |
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w*******o
发帖数: 6125 | 28 Whitney Tilson's capitulated letter was published on 2.10.2011,
NFLX topped at $248 on 2.14, just 2 trading days after. |
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g*****u
发帖数: 14294 | 29 Because Whitney Tilson is shorting it!
Short Hunt! |
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g********4
发帖数: 4959 | 30 求中间的逻辑关系。为什么她short，it就该涨（或牛）？白妞.体儿松是个大反指？
发信人: guanjiu (老蝌蚪酒倌), 信区: Stock
标 题: Re: 看牛的说说有啥还牛？
发信站: BBS 未名空间站 (Thu Apr 7 17:28:23 2011, 美东)
Because Whitney Tilson is shorting it!
Short Hunt! |
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s******n
发帖数: 6806 | 32 Whitney tilson 说了他明天不cover. 30他都觉得高
这公司现在还在被SEC调查，清零都有可能。 |
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k********n
发帖数: 18523 | 33 ☆─────────────────────────────────────☆
waitfortaxi (土人) 于 (Wed Nov 9 17:27:48 2011, 美东) 提到:
有short position的不要急着cover啊
盘后高点51加了点short position.
lol
☆─────────────────────────────────────☆
debt1234 (青蛙酋长) 于 (Wed Nov 9 17:28:28 2011, 美东) 提到:
market close前你都没有short么？
☆─────────────────────────────────────☆
ShortCut (总想偷懒) 于 (Wed Nov 9 17:31:08 2011, 美东) 提到:
太猛了。够胆！
☆─────────────────────────────────────☆
waitfortaxi (土人) 于 (Wed Nov 9 17:31:58 2011, 美东) 提到:
呵呵，我的盘前的Short Po... 阅读全帖 |
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w*********i
发帖数: 3092 | 34 今天的走势有点出乎意料,从前天的那个2B hours消息放出，现在陆续有后续的好消息
放出，所以这一波我可以肯定是的庄家作多(short squeeze)的决心非常大，还有巨量
的call update.
Whitney Tilson 的CNBC的讲话对于市场有比较强的导向作用，而且貌似得到
Institutional investors 的认同.
如果你不幸follow了我的Pick， short了的话 ：（
我的建议：
1） short的position如果仓位比较大的话，先cover，仓位不大的先拿着
2） 如果是weekly put的话，先卖了，dip 买入weekly call
3） 这次的价位如果还有一两天的涨势的话，应该会尝试补一下上次的缺口 105
庄家啥时候套利，我觉得在价格上升到105的途中，所以，我会耐心点等快到105的时候
重新建立short 仓位，同时上weekly put. |
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d*****s
发帖数: 5610 | 35 你们在和hedge fund赌，很多hedge fund都在赌GMCR会跌到底。
search WHITNEY TILSON 和 David Einhorn |
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j*****h
发帖数: 3292 | 36 this same guy was squeezed the shit out of it & had to inform the media that
he had covered his short position long ago.
I thought it was fake short covering though just to ease the market short
squeeze pressure |
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d*******r
发帖数: 301 | 37 在每一个机会Pump，然后再Dump， 非常无奈，这次几乎可以忽悠到80了，谁知碰到死
对头另一个MM，IslandReverse 这下几乎没有底，要腰斩了，
但是，如果你是Tilson, 怎莫办？唯一是借大家非常做空时，借钱在ER时再挤空一次，
但是，还有人借妈？
如果Tilso放弃， 年底NFLX奔10块去了。 |
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b*****p
发帖数: 9649 | 38 The move lower in shares of Lumber Liquidators is being attributed to
Whitney Tilson of T2 Partners saying he is short the stock at the Robin Hood
conference. |
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b*****p
发帖数: 9649 | 40 惨啊
March 6, 2015: Here are four stocks among the 114 equities making new 52-
week lows today.
Chesapeake Energy Corp. (NYSE: CHK) dropped about 5.3% on Friday to match a
new 52-week low posted on Thursday of $15.07 against a high of $29.92.
Volume was nearly double the daily average of around 16.6 million shares.
The oil & gas company had no specific news today, but tumbling oil and
natural gas prices have hit many producers hard again today.
Lumber Liquidators Holdings Inc. (NYSE: LL) dropped a... 阅读全帖 |
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f******t
发帖数: 19544 | 41 Robert Chapman, activist investor and CEO of Chapman Capital, has taken a
long position in Lumber Liquidators amid controversy over the safety of the
company's products.
Chapman told CNBC his position in Lumber Liquidators is roughly 15 percent
of his fund and is partly through call options.
Lumber Liquidators' stock spiked nearly 10 percent in early trading
Wednesday.
The position comes as a surprise, as Lumber Liquidators has been under fire
since CBS' "60 Minutes" program reported the company... 阅读全帖 |
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W***n
发帖数: 11530 | 42 Kase Capital Management founder Whitney Tilson, who said in an e-mail on Dec
. 17 that he expects “a lot of volatility” when the president-elect who
had exhibited “reckless behavior” takes office in January.
Bond manager Bill Gross said last month that Trump’s plan to cut taxes and
increase infrastructure spending is unlikely to bolster economic growth or
equities. |
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发帖数: 1 | 43 【 以下文字转载自 Automobile 讨论区 】
发信人: YouHi (YouHi), 信区: Automobile
标 题: TSLA年底$100
发信站: BBS 未名空间站 (Mon Mar 4 15:07:39 2019, 美东)
Whitney Tilson back in 2014 called his bet against Tesla “one of the
biggest mistakes long or short of my investment career.” A few years of “
sustained underperformance” later, he ended up shutting down his Kase
Capital Management fund.
But he hasn’t shut down his trash talk on Tesla shares.
“Today I’m making one of my rare big calls,” he wrote in an email posted
on Value... 阅读全帖 |
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r*****e
发帖数: 7853 | 44 A loser’s trash talk
[在 YouHi (YouHi) 的大作中提到：]
:Whitney Tilson back in 2014 called his bet against Tesla “one of the
:biggest mistakes long or short of my investment career.” A few years of “
:sustained underperformance” later, he ended up shutting down his Kase
:Capital Management fund.
:But he hasn’t shut down his trash talk on Tesla shares.
:“Today I’m making one of my rare big calls,” he wrote in an email posted
on ValueWalk on Monday. “We will look back on last Friday as the beginning
of t... 阅读全帖 |
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s******s
发帖数: 1793 | 45 这个傻熊说年底会到100，到底谁对？呵呵。
Whitney Tilson: Tesla Shares Will Breach $100 By Year's End |
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G***Y
发帖数: 9698 | 46 《纽约生活》3月18日~3月24日
本报讯
March 17, 2013 06:05 AM
【3月18日 星期一】
●纽约本地酿造品酒会(New York Wines Grand Tasting) 时间：6pm
地点：The Astor Center，曼哈坦拉菲逸街399号
查询：www.nydrinksny.com/tasting/
门票：$35。你能想像美酒不必来自遥远的加州或法国，正宗「纽约製造」的葡萄酒，
可是会让你一改葡萄酒来自法国或加州的印象。当天将有来自纽约上州达41个酒庄带来
新酿或陈酿好酒，让爱酒人士尽情品嚐，顺便也可以酒会友喔！
●百老匯后花园Broadway Backwards
时间：8pm
地点：Palace Theatre，曼哈坦百老匯大道1564号
查询：www.broadwaycares.org/backwards2013
门票: $40-$250。看腻了一成不变的百老匯剧？在这个一年一度的「百老匯后花园」之
夜，将由百老匯热门巨星献唱给纽约市独特的族群─同志团体。参与演出的歌星包括多
位东尼奖得主，Estelle Parsons 、Judy Kaye、K... 阅读全帖 |
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s*****r
发帖数: 1032 | 47 9/8 at noon SF SYMPHONY FREE CENTENNIAL BIRTHDAY BASH
Civic Center Plaza - front of City Hall
Polk Street between Grove and McAllister Streets
Michael Tilson Thomas conductor
Lang Lang piano
San Francisco Symphony
11:30 am Pre-Concert Festivities
12:00 pm Free Concert
Program to include:
Liszt Piano Concerto No. 1 in Eb major
Britten The Young Person's Guide to the Orchestra, Opus 34
Celebrations begin at 11:30 a.m., with Classical KDFC’s Rik Malone hosting
pre-concert festivities from the stage... 阅读全帖 |
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k*****a
发帖数: 1463 | 50 News @ 12/02/2010...
So what’s giving Mister Softee some legs? T2 Partners’ Whitney Tilson
pointed out this morning at a hedge-fund conference that Microsoft is cheap.
People sometimes forget that the software giant is still a cash-generating
machine that trades at 11 times earnings, about half the valuation of Google
and Apple. He sees a target of $35 a share in six-to-18 months, according
to Amy Or at Dow Jones. |
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