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Anti Tilson Once Again Best Performing Investment As It Trades At Lifetime High

Tyler Durden's picture




 

While being caught short stocks in the face of the global Bernanke Put, or long Chinese IPOs this year, it seems relative-value trades remain preferential from a risk-reward perspective. That is of course unless you are our old friend Whitney Tilson. The Anti-Tilson ETF (Long GMCR / Short NFLX) is up 8% today and stands at an impressive +43% (lifetime highs) in the 20 days since we recommended it. NFLX weakness this morning attributed to Wedbush's 30% downside target downgrade.

Chart: Bloomberg

 

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Wed, 11/30/2011 - 11:35 | 1930206 CPL
CPL's picture

Well done.

 

Nice 1000%ish return.

Wed, 11/30/2011 - 11:57 | 1930356 oh_bama
oh_bama's picture

At this point I guess the nice thing to do, is to stop talking about his trade and hope he can survive his clients' anger. Everyone coudl be wrong a few times a year, the things is some people chooses to make mistakens in front of the entire world. I wish him a good holiday.

Wed, 11/30/2011 - 12:36 | 1930651 Freddie
Freddie's picture

Oh God.  I wish there was a 3X Whitney Ass Clown ETF.  I would have bought it on margin and hopefully options.

Wed, 11/30/2011 - 11:36 | 1930215 speconomist
speconomist's picture

Will Tilson be back on CNBC today? Again?

Wed, 11/30/2011 - 11:57 | 1930357 Don Birnam
Don Birnam's picture

"Whit' is always welcome to talk his book -- oops ! -- 'State his thesis' -- on my show anytime."

http://img3806.imagevenue.com/images/loc578/48112_Maria_Bartiromo_cleava...

Wed, 11/30/2011 - 11:36 | 1930217 Capitalist
Capitalist's picture

I'm selling some gold to buy the Anti-Tilson ETF.

Wed, 11/30/2011 - 12:04 | 1930390 LaughingMan
LaughingMan's picture

Don't disagree with your comment but a little trick. If you actually click on the anti tilson chart it actually turns into gold. ZH has discovered the philosophers stone. YAAAYYY

Wed, 11/30/2011 - 11:42 | 1930224 firstdivision
firstdivision's picture

Reverse POMO today BTW.

 

Banks selling stocks into the rally and buying treasuries at a discount.  Doesn't get more profitable than that.

Wed, 11/30/2011 - 11:37 | 1930230 lolmao500
lolmao500's picture

http://journey-to-alpha.blogspot.com/2011/11/and-surprise-german-1-year-...

And surprise: German 1 year yield turns negative

Prost! or Cheers! from Germany as it becomes the European liquidity sponge. After the Chinese have lowered the reserve ratio requirements and the FED lowered the swap interest rates, thereby setting loose more easy money, German 1 year yields have reached the all-time, mind puzzling value of -0.068%.

Wed, 11/30/2011 - 11:38 | 1930233 Sunset chaser
Sunset chaser's picture

I wonder if he ever coordinates with Dick Bove?

Wed, 11/30/2011 - 12:43 | 1930733 AAA21
AAA21's picture

LOL!!

Wed, 11/30/2011 - 11:40 | 1930247 Carlyle Groupie
Carlyle Groupie's picture

This Whitney Tilson is a clown.

It seems like if you're not one of the white shoe boys your equity based hedge fund does not stand a chance.

Wed, 11/30/2011 - 11:40 | 1930249 TooBearish
TooBearish's picture

WT is a fat, lazy trust funder - not a money manager

Wed, 11/30/2011 - 11:40 | 1930250 ChiefJohnRutledge
ChiefJohnRutledge's picture

But, but, NFLX is a value stock.   That is what everybody at the Value Investing Congress told me.  

Wed, 11/30/2011 - 11:47 | 1930291 Carlyle Groupie
Carlyle Groupie's picture

Sounds like he'll be sucking some Dickie on this one.

Wed, 11/30/2011 - 11:43 | 1930267 lairdwd
lairdwd's picture

LOL. Love the ZeroHedge update on this. NFLX is a $50 stock at best.

Wed, 11/30/2011 - 11:51 | 1930323 chindit13
chindit13's picture

Tyler,

I just don't think you can continue to expect the traditional Season's Greeting card or the cheese sampler from the Tilson family this year.  I assume you are prepared for that eventuality and will be looking elsewhere for your Salers and Raclette.

Wed, 11/30/2011 - 12:04 | 1930389 Smiddywesson
Smiddywesson's picture

Gee, I wouldn't want to piss off Tyler like Tilson did, he's relentless.

Ty, don't you know WT is the best and the brightest of the Ivy League?  What chance do mere mortals like us have against them?  None at all if they get their daily dose of inside information from slugs like Hank, but otherwise, they are exposed for the gamblers they are.

Wed, 11/30/2011 - 13:11 | 1930958 Grinder74
Grinder74's picture

I thought Barry Soetero was the best and brightest.  Or does WT know Austrian too?

Wed, 11/30/2011 - 12:11 | 1930448 Cranios
Cranios's picture

Is Tilson related to the person who founded Tilson's Bank from "A Tale of Two Cities?"

 

Wed, 11/30/2011 - 12:12 | 1930454 Dust in the wheel
Dust in the wheel's picture

Tyler,

Great job making Tilson look like the fool he is (I know it's not hard).  If that trade gets old, maybe you could add IOC since he stated yesterday it has ZERO intrinsic value.  I think Soros owns around 10% of InterOil (or twice what Tilson has in assets under management.

Wed, 11/30/2011 - 12:24 | 1930539 Vergeltung
Vergeltung's picture

this is awesome.

 

Wed, 11/30/2011 - 12:41 | 1930703 AAA21
AAA21's picture

Love it! Hilarious! It might do Tilson some good to stop shooting his mouth off every 5 minutes!

Wed, 11/30/2011 - 13:01 | 1930894 Zola
Zola's picture

Hey Tyler, it may actually be possible to create an ETF or a fund called anti crony capitalists ETFs where there would be only short positions against some of the clown names in Hedge Funds and some of the companies (wink wink JPM GS etc). Probably massive demand in store ! ...

 

Mon, 01/09/2012 - 15:01 | 2047305 mjk0259
mjk0259's picture

He's not looking so bad now.

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