Saturday, April 21, 2012

Tilson and I

I just noticed Whitney Tilson and I have opposite opinions on three different companies:
  • He shorts RIMM; I long it.
  • He shorts NOK; I think it's likely it will come back. (No position.)
  • He longs ACOM; I think its business practice is questionable. (No position.)
You can view his opinions and positions here and here.

Interesting...
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2 comments:

  1. TomApril 21, 2012 at 8:34 PM

    I don't think this is necessarily so bad. Among people I admire he is more known for his marketing than for his security analysis.

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