Daily Archives: September 1, 2011

Whitney Tilson Had a Bad Month and is Having a Bad Year

Posted on September 1, 2011 by Ray Galkowski, CFA

I am somewhat surprised by this because I thought he was less than 50% net long. (Correction: Tilson made changes to the fund in August which resulted in the fund being 70% net long).  Covering his NFLX short may have hurt … Continue reading →

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NFLX News You Can Use

Posted on September 1, 2011 by Ray Galkowski, CFA

Netflix, Starz contract talks fail                  Date: Thursday, September 1, 2011, 2:46pm PDT http://www.bizjournals.com/sanjose/news/2011/09/01/netflix-starz-contract-talks-fails.html?s=print Diana Samuels Reporter – Silicon Valley / San Jose Business Journal Netflix Inc. and Starz Entertainment have failed to reach an agreement in their contract talks, Starz … Continue reading →

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