T2 Partners (Whitney Tilson) 2012-January Letter

Whitney Tilson and Glenn Tongue’s hedge fund T2 Partners investor letter, the letter mentions some of their longs: Pep Boys (PBY), Goldman Sachs (GS), Iridium (IRDM), Resource America (REXI), Dell (DELL), Howard Hughes (HHC), Citigroup (C), and Microsoft (MSFT). Also, they mention they are long SanDisk (SNDK) and bought more after the company provided weak guidance.

Read the full letter here >>

http://www.docstoc.com/docs/document-preview.aspx?doc_id=112589734

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