T2 Partners is out with their January 2012 monthly letter. For the month they returned 12.6%. Suffice it to say Whitney Tilson must be thrilled after a disasterous 2011. They were led by gains in NFLX, PBY, GS, REXI, and JCP.
The letter briefly discusses JCP and NFLX in the appendix.
Enjoy.
T2 Accredited Fund letter to investors-Jan 2012
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