From 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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