Whitney Tilson CNBC Talks About BKS, MSFT and HPQ

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Whitney Tilson CNBC Talks About BKS, MSFT and HPQ

Whitney Tilson was on CNBC yesterday discussing why he is short Barnes and Nobles, long Microsoft and Intel, and why he is not buying (yet) Hewlett- Packard. The segment starts at 3:35

Hedge fund thesis for Spirit Airlines and AerSale, a recent SPAC merger

AirlinesPrescience Partners returned 6.75% for the second quarter, underperforming the S&P 500's 8.55% return but coming out ahead of the Barclay Equity Long/ Short Index's 2.62% return. However, for the first six months of the year, Prescience is up 30.66%, doubling the S&P's 15.25% return and smashing the Barclay Equity Long/ Short Index's 9.27% return. Read More


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