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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How A Weakening PE Market Serves As Another Sign Of A Weakening Economy

InvestAmid the turmoil in the public markets and the staggering macroeconomic environment, it should come as no surprise that the private markets are also struggling. In fact, there are some important links between private equity and the current economic environment. A closer look at PE reveals that the industry often serves as a leading indicator Read More

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