Whitney Tilson

Whitney Tilson

Last Update: 12-30-2014

Number of Stocks: 15
Number of New Stocks: 0

Total Value: $60 Mil
Q/Q Turnover: 7%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Whitney Tilson' s Profile & Performance

Profile

Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds.

Whitney Tilson was the co-founder and Managing Partner of T2 Partners LLC and the Tilson Mutual Funds. The former manages three value-oriented private investment partnerships, T2 Accredited Fund, Tilson Offshore Fund and T2 Qualified Fund, while the latter is comprised of two value-based mutual funds, Tilson Focus Fund and Tilson Dividend Fund.

Mr. Tilson is also the co-founder, Chairman and co-Editor-in-Chief of Value Investor Insight, an investment newsletter, and is the co-founder and Chairman of the Value Investing Congress, a biannual investment conference in New York City and Los Angeles.

Total Holding History

Performance of T2 Hedge Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
2011-24.92.11-27.0
201010.315.06-4.8

Top Ranked Articles

How About a Congratulations For Whitney Tilson On His BP Investment ?
I noticed this morning that BP shares are now above $46 after an article surfaced about Royal Dutch Shell having an interest in pursuing a merger. That is quite a rapid increase from the low of roughly $27 in June of last summer. Read more...
Jacob Wolinsky Interviews Value Investor Whitney Tilson
Slideshows From The Value Investing congress
This will be my last article on the value investing congress. Read more...
Whitney Tilson: New York Hedge Fund Roundtable
Whitney Tilson gave a presentation a few days ago at the New York Hedge Fund Roundtable. Tilson discussed “the U.S. Economic Overview, What Worries Us, Our View of the Market, The Opportunity in Large-Cap Blue-Chip Stocks Today, Three Long Ideas, An Interesting Speculation, and One Short Idea”. Below is the full presentation in scribd: Read more...
Whitney Tilson Rips BNP Paribas Over "Report" on InterOil
» More Whitney Tilson Articles

Commentaries and Stories

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Down another 50%, Still Best to Avoid Lumber Liquidators
Back in February, we recommended avoiding Lumber Liquidators (LL) stock despite it hitting a 52-week low. Since that recommendation roughly two months ago, shares are down a further 50%. At half the valuation, are shares now cheap enough to get interested? More...

LUMBER,LIQUIDATORS,RETAIL,HOUSING,MARKET,LOW,52,WEEK,LOWS,SHORT


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Kase Capital (Tilson) - Case Study In Short Selling Whitney Tilson - Kase Capital (Tilson) - Case Study In Short Selling
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Rating: 5.0/5 (1 vote)

Whitney Tilson Presentation – A Dozen Years Of Short Selling Whitney Tilson - Whitney Tilson Presentation – A Dozen Years Of Short Selling
In its earliest version the hedge fund was exactly that ... hedged. More...

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Whitney Tilson Sells Off AIG in First Quarter Whitney Tilson - Whitney Tilson Sells Off AIG In First Quarter
Whitney Tilson (Trades, Portfolio), currently well-known for his short of embattled Lumber Liquidators (LL), sold off one of his holdings and didn’t initiate any new positions during the first three months of 2015, according to GuruFocus Real Time Picks. More...

WHITNEY TILSON, KASE CAPITAL, LUMBER LIQUIDATORS, AIG


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Whitney Tilson Provides An Updated Intrinsic Value Estimate For Berkshire Hathaway
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Kase Capital (Tilson) Q1 2015 Letter To Investors Whitney Tilson - Kase Capital (Tilson) Q1 2015 Letter To Investors
Kase Fund Ltr to Investors-Q1 15 More...

Whitney Tilson, Kase Capital, Shareholder letter


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Founder Of Short Seller Target Lumber Liquidators Says 60 Minutes Has Distorted The Facts
Lumber Liquidators' (LL) founder and chairman, Tom Sullivan, says his company's product is absolutely safe. More...

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Bulldog Hedge Fund Manager Robert Chapman Goes Long Lumber Liquidators Whitney Tilson - Bulldog Hedge Fund Manager Robert Chapman Goes Long Lumber Liquidators
Hedge fund manager Whitney Tilson (Trades, Portfolio)'s high profile media campaign against Lumber Liquidators has decimated the company's stock price. More...

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Lumber Liquidators Jumps on Citron Research's Bullish Report
Lumber Liquidators (LL), in which Whitney Tilson (Trades, Portfolio)'s hedge fund Kase Capital has a short position, rose over 10% early this morning. The key reason behind this uptick is a bullish report by famed short seller Andrew Left of Citron Research. He believes that fears surrounding potential unlimited liability for Lumber Liquidators to replace its laminate flooring is potentially overblown. Here are relevant excerpts from his report. More...

LONG, SHORT


  • Currently 3.00/5

Rating: 3.0/5 (2 votes)

Whitney Tilson Adds to Lumber Liquidator Short, Provides Update on His Thesis Whitney Tilson - Whitney Tilson Adds To Lumber Liquidator Short, Provides Update On His Thesis
Lumber Liquidators' (LL) stock is down 50% year to date. The company has lost three-quarters of its market value since Whitney Tilson (Trades, Portfolio) gave his bearish presentation on the company. In his recent email to investors, Whitney Tilson (Trades, Portfolio) disclosed that he has increased his short position in the company to 3.8% of his portfolio. He has also More...

SHORT, Lumber Liquidators, Whitney Tilson


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Whitney Tilson Responds To Comments On Short Sellers Having A Conflict Of Interest
Whitney Tilson (Trades, Portfolio) discovered that Lumber Liquidators may be literally poisoning their customers. More...

Whitney Tilson, Short, Video


  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

Morgan Stanley Predicts Binary Outcome for Lumber Liquidators, Removes Price Target
Lumber Liquidator's (LL) stock price is on a downward trajectory ever since Whitney Tilson (Trades, Portfolio) gave his bearish presentation on the company. His main concerns were the company's product quality and sourcing of illegal wood. Until recently, most of the sell-side analysts didn't agreed with his opinion. Out of 16 analyst covering the company, eight were bullish and had buy ratings, while the other eight had hold recommendations. None of the analyst had a sell or underperform rating on the stock. However, post CBS's "60 Minutes" expose it seems like sell-side is realizing the problem with levels of formaldehyde (a cancer-causing chemical) in Lumber Liquidators' Chinese-made laminate flooring. More...

Lumber Liquidators, Whitney Tilson


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Whitney Tilson's Lessons From 12 Years As A Short Seller
Tilson Shorting More...

Whitney Tilson, Short


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Why I'm Short Lumber Liquidators - Whitney Tilson Whitney Tilson - Why I'm Short Lumber Liquidators - Whitney Tilson
More...

WHITNEY TILSON


  • Currently 4.50/5

Rating: 4.5/5 (2 votes)

Lumber Liquidators - A Value You Should Pass Up
Lumber Liquidators (LL) is a current pick of GuruFocus’ Buffet-Munger screen. The Buffett-Munger Screener can be used to find companies with high quality business at undervalued or fair-valued prices (click Here for more info). More...

RETAIL,LUMBER


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Why I'm Short Exact Sciences - Whitney Tilson Presentation Whitney Tilson - Why I'm Short Exact Sciences - Whitney Tilson Presentation
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WHITNEY TILSON


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Why Whitney Tilson Is Long Beaten Down SodaStream (His Presentation)
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Whitney Tilson Presentation On Micron And The Airlines
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Whitney Tilson Adds One Company to Portfolio in Fourth Quarter Whitney Tilson - Whitney Tilson Adds One Company To Portfolio In Fourth Quarter
Guru Whitney Tilson (Trades, Portfolio) comes from an education-oriented family. His parents were both teachers who met in the Peace Corps, married and subsequently retired to Kenya. More...

STOCKS, READING INTERNATIONAL


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John Heins & Whitney Tilson - The Art of Value Investing Whitney Tilson - John Heins & Whitney Tilson - The Art Of Value Investing
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WHITNEY TILSON, JOHN HEINS


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