Whitney Tilson ‘Why We’re Long Netflix and Short Green Mountain Coffee Roasters’


Netflix and Green Mountain Coffee Roasters are former market darlings whose stocks have collapsed in recent months, wiping out a combined $23.2 billion in market capitalization from their peaks. By many metrics, both stocks appear cheap and the terrible headlines are attractive to value investors like T2 Partners, who like to buy when others are selling in a panic. So, does T2 Partners see value in Netflix and Green Mountain today? Yes and no.

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Livermore Strategic Opportunities February 2021 Update

Clint CarlsonLivermore Strategic Opportunities, LP performance update for the month of February 2021. Q4 2020 hedge fund letters, conferences and more Many of you are witnessing first hand that our country, economy, (and now stock market) are all very fractured and becoming extremely challenged. Therefore, our hedge fund's theme remains focused on specific sectors and companies. Read More

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