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T2 Partners January Letter to Investors - Big Bounce Back Month

February 09, 2012 | About:
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 (NASDAQ:NFLX) was the big winner on the long side. Sandisk (NASDAQ:SNDK) was the only decliner and T2 bought more after it fell.

T2 Letter to Investors-Jan 2012

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