Value Investing News - Whitney Tilson Talks About 13-F's - Comments

tontine

savagegraham — Sun, 24 Feb 2008 10:07:44 -0500

The returns at Tontine have been strong for a while. They rode the homebuilders for a long time and have made money in E&C lately. But if you check out their 13F, I am sure you can find some ideas. I think they file under Jeff Gendell. Superficially, looks like picking up some financial exposure, some airlines and select tech themes, though I promise nothing of my reading of this.

http://sec.gov/Archives/edgar/data/1056581/000090266408001348/p08-0594form13fhr.txt

Link to source, please

George — Fri, 22 Feb 2008 21:15:08 -0500

I just noticed that this Tilson video was posted earlier here. Please vote up that article by following the previous link. Given the discussion here, there is no need to change your vote on this entry.

Please remember to link directly to the source in order to avoid duplicate reporting. VIN can tell if a link has been posted previously, but it can't detect duplicate content if you link to indirect sources.

I have not heard of them

alexg — Thu, 21 Feb 2008 00:21:45 -0500

I have not heard of them until that show.

http://www.contrarianvalueinvesting.com/

tontine partners lp

Nick — Wed, 20 Feb 2008 21:34:33 -0500

Anyone follow this these investors?

Whitney Tilson Talks About 13-F's

TS — Tue, 19 Feb 2008 20:08:55 -0500

Whitney Tilson talks about getting investing ideas from 13-f filings.