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This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Tuesday, February 5, 2013
Whitney Tilson's Kase Capital's 2012 Letter to Investors
Below please find Whitney Tilson's Kase Capital's 2012 letter to investors. In his first 6 months of operation since breaking apart T2 Partners, Tilson's KaseCapital returned -1.7%. In the letter he discusses his major positions as well as how he plans on running the fund. Enjoy.
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