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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CPL's picture

Well done.


Nice 1000%ish return.

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.

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.

speconomist's picture

Will Tilson be back on CNBC today? Again?

Don Birnam's picture

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

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

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.

lolmao500's picture

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%.

Sunset chaser's picture

I wonder if he ever coordinates with Dick Bove?

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.

TooBearish's picture

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

ChiefJohnRutledge's picture

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

Carlyle Groupie's picture

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

lairdwd's picture

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

chindit13's picture


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.

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.

Grinder74's picture

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

Cranios's picture

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


Dust in the wheel's picture


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.

Vergeltung's picture

this is awesome.


AAA21's picture

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

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 ! ...


mjk0259's picture

He's not looking so bad now.