tag:blogger.com,1999:blog-5975869446501122263.post4517012666237337565..comments2008-08-20T21:07:20.800-05:00market follyhttp://www.blogger.com/profile/07691612544809256786marketfolly@gmail.comBlogger6125tag:blogger.com,1999:blog-5975869446501122263.post-58378395056738143032008-08-20T21:07:00.000-05:002008-08-20T21:07:00.000-05:00I wouldn't put too much stock into the Tiger filings- they are well known for "boxing their shorts" and are actually net short many of the positions listed in the 13F. Just look at some of the names on there...it's pretty easy to figure out which companies they are long vs. short if you know their investing style wellAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-40587903478941871272008-08-19T15:56:00.000-05:002008-08-19T15:56:00.000-05:00You must be an ex-hedge fund guy. LOL, knowing all the right funds to follow.Mr. EBhttp://www.earningsbreakout.comnoreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-62760279959200658752008-08-12T17:30:00.000-05:002008-08-12T17:30:00.000-05:00i'll be honest i don't follow him as closely as i do other managers/funds because his investment style is so different.<BR/><BR/>he typically does deep value investing (bankruptcies, turnarounds etc). i believe he excels at that niche for sure. past few years might have been rough for him since he is such a deep value guy but still a smart guy regardlessJ. (marketfolly)http://www.blogger.com/profile/07691612544809256786noreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-51278437218646111902008-08-12T17:10:00.000-05:002008-08-12T17:10:00.000-05:00What is Tilson's reputation as an investor? There was a debate on him on another site. Thanks.wxznoreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-65539543741839174602008-08-12T13:57:00.000-05:002008-08-12T13:57:00.000-05:00no prob, will doJ. (marketfolly)http://www.blogger.com/profile/07691612544809256786noreply@blogger.comtag:blogger.com,1999:blog-5975869446501122263.post-77577337616249086712008-08-12T13:56:00.000-05:002008-08-12T13:56:00.000-05:00Let me know when Bacon is available and send me the url<BR/><BR/>I am curious since that interview of his sounded exactly like my themes. ThanksTraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.com