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.



  1. 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.