whitney tilson photoFrom Whitney Tilson:

Attached is our 2011 annual letter, which has the following contents:

 

  • ·         Performance
  • ·         Performance objectives
  • ·         Performance assessment
  • ·         We’re in the same boat
  • ·         Deviating from the crowd and guaranteed underperformance
  • ·         We’re been through this before
  • ·         How we’ve built our business
  • ·         Economic turmoil and our fund’s positioning
  • ·         Winners and losers in 2011
  • ·         How we approach investment decision making today
  • ·         Discussion of our 15 largest long positions
  • ·         Our 10 largest short positions
  • ·         Quarterly conference call
  • ·         Appendix A: 15 largest long positions
  • ·         Appendix B: Berkshire Hathaway’s Share Repurchase Program — And

What It Means

  • ·         Appendix C: Why We’re Long Netflix and Short Green Mountain Coffee

Roasters

T2 Accredited Fund Annual Letter-2011

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