Whitney Tilson July Performance And Investor Letter

Tyler Durden's picture

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bob_dabolina's picture

Ping is up 45.9% for the year.

For those unfamiliar he was the trader at SAC who was fired for urinating on junior traders, forcing them to take female hormones, and made blowjobs a prerequisite for placing a trade.

Go Ping!

qussl3's picture

Isn't it interesting how that even in the douple triple dip scenario that expectations for stocks are flat to down? Not down, Down, DOWN?

RobotTrader's picture

Yep.

We are careening headfirst into a Global Systemic Collapse.

That's why consumer discretionary names like Fossil are breaking out to new highs....

LOL....

dcb's picture

the market goes up 7% in a month, which would be an annual rate 90% percent, and then wall street screams qe2 because it isn't doing that. these guys appear to want 70% a year. what happened to the idea of 8% a year.

Pegasus Muse's picture

Gates hawking Fossil.  Robotraders & HFT bots juicing the stock.  Great reasons to buy.  lol  

 

George Washington's piece on BP and the eco-disaster it caused is closer to reality than Tilson's view:

http://www.zerohedge.com/article/government-dealing-oil-spill-soviets-dealt-chernobyl 

VWbug's picture

haha  i spoke too soon...yes we should all take GW's advice on BP, as he's been so right and Tilson has been wrong, lol

VWbug's picture

really interesting read...I won't touch BP but I will take a closer look at mr softy and Inbev.

I suspect some zh'rs won't like his analysis of BP and the spill.

Wonder who's right? Zillionaire pro money manager or basement dwellers?

No More Bubbles's picture

Who gives a damn what Tilson thinks?  He's just another Fat-Cat Wall Street gambler that's all part of this whole cesspool system.