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Deja Vu All Over Again: An Unsolicited Whitney Tilson Explains Why He Is Short Green
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Deja Vu All Over Again: An Unsolicited Whitney Tilson Explains Why He Is Short Green

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Deja Vu All Over Again: An Unsolicited Whitney Tilson Explains Why He Is Short Green

The last time Whitney Tilson presented his "investing thesis" case in public, he got promptly anihilated as was to be expected - there is a reason why real hedge funds keep their positions secret. This time, "it will be different." Incidentally, it is not a hedge fund manager's job, no matter how tiny said hedge fund is, to plea to the broad investing public: it makes one appear like a petulant child. Their job is to outperform the S&P since inception: a task T2 still seems to find daunting...

T2 Partners performance since inception vs the S&P:

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An artist's rendering of how this latest episode of unsolicited transparency will end:

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Full "explanation" for those very few who care:





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