After a horrible 2011, T2 Partners is off to a stellar start in 2012.
Of course as Tilson notes in the monthly letter, it isn't as if they suddenly got a hot hand. The fund holds the same positions it did for much of 2011; Mr. Market just changed his mood.
Netflix (NFLX, Financial) was the big winner on the long side. Sandisk (SNDK, Financial) was the only decliner and T2 bought more after it fell.
T2 Letter to Investors-Jan 2012
Of course as Tilson notes in the monthly letter, it isn't as if they suddenly got a hot hand. The fund holds the same positions it did for much of 2011; Mr. Market just changed his mood.
Netflix (NFLX, Financial) was the big winner on the long side. Sandisk (SNDK, Financial) was the only decliner and T2 bought more after it fell.
T2 Letter to Investors-Jan 2012
