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Whitney Tilson and Panic Headline Investing
Posted by: Dheeraj Grover (IP Logged)
Date: April 22, 2012 02:57PM

Whitney Tilson, T2 Partners, discusses why his company loves taking advantage of "panic headline investing.

Whitney defined panic headline investing as situations where an established big well known company is heavily sold due to an one time short term event and stock collapses, sellers dont care about price and their is established panic selling. He categorized his investment into BP into this category.

But he said you got to be careful where business is in full scale collapse there you get into value trap. He said RIMM, Nokia (NOK) are clearly value traps and he is short both stocks

He also categorized decline in Jefferies, Netflix (NFLX), HP (HPQ) and News Corp (NWSA) into the panic headline investing

Here is the video:




Guru Discussed: Whitney Tilson: Current Portfolio, Stock Picks
Stocks Discussed: JEF, NFLX, HPQ, NOK, RIMM, C, NWSA,
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Rating: 2.7/5 (16 votes)



Re Whitney Tilson and Panic Headline Investing
Posted by: superguru (IP Logged)
Date: April 22, 2012 08:05PM

"_He said RIMM, Nokia (NOK) are clearly value traps and he is short both stocks"

Watsa and Chou are big investors in these. Funny how gurus are on opposite sides of a trade.



Guru Discussed: Whitney Tilson: Current Portfolio, Stock Picks
Stocks Discussed: JEF, NFLX, HPQ, NOK, RIMM, C, NWSA,
Rate this post:

Rating: 3.0/5 (1 vote)



Re Whitney Tilson and Panic Headline Investing
Posted by: sww (IP Logged)
Date: April 23, 2012 12:20PM

Example:
BP oil spill
MCD - Mad Cow disease & MCD - Mcdonald
Mead Johnson Nutrition - Enfamil contamination
MRK Vioxx
YUM - Avian flu
MO - class action
SHW lead paint, asbestos

AXP Salad Oil scandal
...



Guru Discussed: Whitney Tilson: Current Portfolio, Stock Picks
Stocks Discussed: JEF, NFLX, HPQ, NOK, RIMM, C, NWSA,
Rate this post:

Rating: 0.0/5 (0 votes)





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