Whitney Tilson

Whitney Tilson

Last Update: 11-03-2015

Number of Stocks: 16
Number of New Stocks: 3

Total Value: $50 Mil
Q/Q Turnover: 21%

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

Whitney Tilson's New Emails to Partners Citron’s short report on Monster Beverage
Whitney Tilson (Trades, Portfolio) on Andrew Left’s short thesis on Monster Beverage Read more...
Is Berkshire Hathaway Now a Buy? Berkshire shares look like an oddly cheap safe-haven in a turbulent market
In the past 12 months, shares of Warren Buffett’s Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) have had a rare pummeling, down 15%, over double the decline of the S&P 500 (SPY). Since 2000, there have only been a handful of occasions where shares have experienced a trailing 12 month loss of this magnitude. Still, on every one of those occasions, Berkshire stock would have been a prudent buy. Read more...
Apple: Think Differently From the Analysts iPhone maker is undervalued despite bearish analyst views
Fortune had a recent article entitled "Here's Why Apple's Stock Is A Sell." The article lsited the following reasons for why Apple (NASDAQ:AAPL) is not worth investing in: Read more...
Weekly CEO Buys Highlights Citigroup, Opko, JMP Group, Tuesday Morning, Calamos lead list, according to GuruFocus Insider Data
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: Read more...
Whitney Tilson's Robin Hood Conference Presentation Guru shares his short ideas
Whitney Tilson (Trades, Portfolio), founder of Kase Capital Management, gave a presentation recently at the annual Robin Hood Conference. At the conference Tilson laid out his short thesis for Lumber Liquidators (NYSE:LL) and InterOil Corporation (NYSE:IOC). Read more...
» More Whitney Tilson Articles

Commentaries and Stories

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Whitney Tilson's New Emails to Partners Citron’s short report on Monster Beverage Whitney Tilson,Jim Chanos - Whitney Tilson's New Emails To Partners
Whitney Tilson (Trades, Portfolio) on Andrew Left’s short thesis on Monster Beverage More...

WHITNEY TILSON,EMAIL,VALEANT,MONSTER BEVERAGE CORPORATION,CITRON,


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Is Berkshire Hathaway Now a Buy? Berkshire shares look like an oddly cheap safe-haven in a turbulent market Warren Buffett, Whitney Tilson - Is Berkshire Hathaway Now A Buy?
In the past 12 months, shares of Warren Buffett’s Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) have had a rare pummeling, down 15%, over double the decline of the S&P 500 (SPY). Since 2000, there have only been a handful of occasions where shares have experienced a trailing 12 month loss of this magnitude. Still, on every one of those occasions, Berkshire stock would have been a prudent buy. More...

LONG, BUFFET, BERKSHIRE, HATHAWAY, GEICO, UNDERVALUE, BUYBACK


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Apple: Think Differently From the Analysts iPhone maker is undervalued despite bearish analyst views Whitney Tilson - Apple: Think Differently From The Analysts
Fortune had a recent article entitled "Here's Why Apple's Stock Is A Sell." The article lsited the following reasons for why Apple (NASDAQ:AAPL) is not worth investing in: More...

LONG, VALUE INVESTING


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Weekly CEO Buys Highlights Citigroup, Opko, JMP Group, Tuesday Morning, Calamos lead list, according to GuruFocus Insider Data Mario Gabelli,Whitney Tilson,David Tepper,George S - Weekly CEO Buys Highlights
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

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Tilson: 'I Feel Like a Kid in a Candy Shop' Whitney Tilson emails investors about current market situation Whitney Tilson - Tilson: 'I Feel Like A Kid In A Candy Shop'
Overview More...

WHITNEY TILSON,EMAIL,INVESTORS,VALUE INVESTORS,


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Whitney Tilson on the Art of Value Investing Tilson and editor of Value Investor Insight John Heins give presentation at Google Whitney Tilson - Whitney Tilson On The Art Of Value Investing
John Heins and Whitney Tilson (Trades, Portfolio) wrote the book called “The Art of Value Investing: How the World’s Best Investors Beat the Market.” Tilson is also the founder of Kase Capital Management. You can see his portfolio on GuruFocus here. I haven’t read the book yet, but I watched the video below where the authors present an overview of their book. The video is a presentation given at Google in November 2014. My notes are below with the minute mark for the topics they cover. More...

WHITNEY TILSON, JOHN HEINS, GOOGLE


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Should You Follow Whitney Tilson Into Buying Spirit Airlines? Given Spirit's cheap valuation and bright prospects, the stock is a great buy Whitney Tilson - Should You Follow Whitney Tilson Into Buying Spirit Airlines?
Whitney Tilson (Trades, Portfolio) can have a huge impact on a company’s share price. The analyst recently disclosed that he covered his Lumber Liquidators (LL) short position and the stock soared over 24% in response. Tilson was short the stock when it was trading at roughly $60 and his analysis has proven to be correct. After the recent rally, Lumber Liquidators is trading at $17. More...

LONG, SERVICES


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Wayfair CEO: Short-Seller Tilson After Lowering Stock Price, Not Safety Tilson accused the company of selling toxic products from China Whitney Tilson - Wayfair CEO: Short-Seller Tilson After Lowering Stock Price, Not Safety
CEO of online furniture marketplace Wayfair (NYSE:W) Niraj Shah recently appeared on Bloomberg to respond to Whitney Tilson (Trades, Portfolio)'s short thesis in the company. Tilson has claimed some of Wayfair's products from China are tainted with formaldehyde. More...

WAYFAIR,WHITNEY TILSON,VALUE WALKING,LONG-TERM,BLOOMBERG,INTERVIEW,SHORT


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Norfolk Southern Receives Offer From Canadian Pacific Norfolk and Canadian Pacific will be able to deliver unsurpassed levels of safety and service to their customers after they merge Larry Robbins,Whitney Tilson,Steven Cohen,Louis Mo - Norfolk Southern Receives Offer From Canadian Pacific
Norfolk Southern Corp. (NSC) completed the acquisition of the Delaware & Hudson Railway line, a subsidiary of Canadian Pacific. (CP), in September, and Canadian Pacific recently offered to buy Norfolk for $28.4 billion on a 50% cash and 50% stock transaction. More...

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Whitney Tilson's 3rd Quarter Investor Letter The latest from Kase Capital Whitney Tilson - Whitney Tilson's 3rd Quarter Investor Letter
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Whitney Tilson's Short Case Against Wayfair After success with short of Lumber Liquidators, Tilson establishes thesis for Wayfair Whitney Tilson - Whitney Tilson's Short Case Against Wayfair
Whitney Tilson (Trades, Portfolio) was very successful with his short of Lumber Liquidators (NYSE:LL). More...

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Whitney Tilson's Interview With Bloomberg Tilson explains his thesis for Spirit Airlines Whitney Tilson - Whitney Tilson's Interview With Bloomberg
After Whitney Tilson (Trades, Portfolio), founder of Kase Capital Management, gave his presentation at the Robin Hood Investor's Conference, he sat down for a interview with Bloomberg. Tilson discussed his two short ideas, as well as his long idea on Spirit Airlines (NASDAQ:SAVE). More...

WHITNEY TILSON,VALUE INVESTING,LONG-TERM,BLOOMBERG,ROBIN HOOD CONFERENCE,


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Whitney Tilson's Robin Hood Conference Presentation Guru shares his short ideas Whitney Tilson - Whitney Tilson's Robin Hood Conference Presentation
Whitney Tilson (Trades, Portfolio), founder of Kase Capital Management, gave a presentation recently at the annual Robin Hood Conference. At the conference Tilson laid out his short thesis for Lumber Liquidators (NYSE:LL) and InterOil Corporation (NYSE:IOC). More...

WHITNEY TILSON ROBIN HOOD,CONFERENCE,ANNUAL,VALUE INVESTING,SHORT,


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Should You Follow Whitney Tilson Into Shorting Wayfair? Lack of profitability and unsustainable business model will soon push Wayfair's stock below $10 Whitney Tilson - Should You Follow Whitney Tilson Into Shorting Wayfair?
Whitney Tilson (Trades, Portfolio) recently reveled that Wayfair (NYSE:W) is his largest short position, and he expects the shares of the company to fall under $10 within the next 12 months. This announcement came on the back of Citron Research’s claim that Wayfair is the most mispriced stock it has seen in years and gave it a price-target of $10. More...

SHORT, TECHNOLOGY


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Whitney Tilson's Full Presentation From the Robin Hood Investor Conference Guru shares his favorite long and short ideas Whitney Tilson - Whitney Tilson's Full Presentation From The Robin Hood Investor Conference
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Whitney Tilson On Why He Owns Spirit Airlines Tilson makes his case at the Robin Hood Investor's Conference Whitney Tilson - Whitney Tilson On Why He Owns Spirit Airlines
Whitney Tilson (Trades, Portfolio) says that customers don't love the ride on Spirit Airlines' (NASDAQ:SAVE) planes, but they do love the price. More...

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Whitney Tilson Deals in Transportation Stocks in Third Quarter Guru acquires stake in General Electric Whitney Tilson - Whitney Tilson Deals In Transportation Stocks In Third Quarter
Whitney Tilson (Trades, Portfolio), founder and managing partner of Kase Capital Management, bought and sold some big-name holdings in the third quarter. Many of those transactions were in transportation stocks, primarily railroads and airlines. More...

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Two Blue Chips Worth Buying – Presentation From Whitney Tilson Hedge fund manager shares insights on Union Pacific, General Electric Whitney Tilson - Two Blue Chips Worth Buying – Presentation From Whitney Tilson
Tilson Presentation GE and Union Pacific More...

Whitney Tilson,presentation,Union Pacific,General Electric


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A Collection of Whitney Tilson's 17 Articles on Lumber Liquidators Guru provides details on his short position Whitney Tilson - A Collection Of Whitney Tilson's 17 Articles On Lumber Liquidators
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Morningstar Increases Fair Value Estimate on Warren Buffett's Berkshire Hathaway Estimate is 37% above Wednesday's closing price Warren Buffett,Whitney Tilson - Morningstar Increases Fair Value Estimate On Warren Buffett's Berkshire Hathaway
Morningstar increased its Berkshire Hathaway valuation Wednesday with a sum of the parts methodology. For the Class A shares, it increased its fair value estimate to $265,000 per share and for its Class B shares, it increase it to $177 per share. Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) closed Wednesday at $194,479 per Class A share and $129.16 per Class B share. More...

BERKSHIRE HATHAWAY, WARREN BUFFETT, CHARLIE MUNGER, MORNINGSTAR


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