T2 Partners Whitney Tilson's Take on the Markets ~ market folly

Thursday, November 6, 2008

T2 Partners Whitney Tilson's Take on the Markets

Whitney Tilson is manager of value hedge fund T2 Partners and he recently sat down with Aaron Task over at TechTicker to discuss his take on the current market. His thoughts are broken up into 3 parts.

Part 1: Blue Chips

Part 2: Cheaper Blue Chips

Part 3: 'Aggressive' Bets

Also, Tilson provided commentary for a FT article. In the article, it mentions that "Funds managed by Mr Tilson own Berkshire Hathaway, McDonald’s, Wal-Mart, Coca-Cola, Amex, Target, Crosstex Energy, Atlas Pipeline Partners, Leucadia National, Wendy’s and EchoStar Corporation."

And, if you've missed it, we've been detailing the activity of various other value players in the hedge fund space. Pershing Square's Bill Ackman recently spoke at the Value Investing Congress, ESL Investment's Eddie Lampert has lost a lot of money, Tiger Management founder Julian Robertson has been buying recently, and Warren Buffett has been selling puts on Burlington Northern (BNI).

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