Tilson's Q4 portfolio has been filed. New positions include ATLS, JPM warrants, BKCC, BNCL, FNF, CMG, C, TCX, MSFT, SATS, WEN, KFT, MVC, PFCB, Y, FL, HEK, BGP, WINN, and DLIA.
Whitney Tilson and John Heins discuss 9 value oriented methods for finding stock investment opportunities.
"Lucedia National (LUK) has a reputation of mini Berkshire Hathaway. Its chairman Ian Cumming is good at buying distressed securities. This is the buys and sells of Lucedia in 4th quarter of 2006."
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