Whitney Tilson on the mortgage crisis, C N B C Fast Money, 3/20/08. Funds managed by Mr. Tilson are short MBIA, Ambac, PMI, Radian, Lehman Bros. and Bear Stearns.
Whitney Tilson on retailers, Sears Holdings, C N B C, 2-8-08. Disclosure: funds managed by Whitney Tilson owned stock in Sears Holdings at the time of the interview. Positions may change at any time.
Whitney Tilson on the mortgage crisis, C N B C, 7/28/08. Comments on Fannie Mae and Freddie Mac, delinquency and foreclosure trends, option ARMs. Disclosure: Funds managed by Mr. Tilson are short FNM and FRE.
Whitney Tilson, Andy Kilpatrick and Robert Miles on Warren Buffett's annual letter and Berkshire Hathaway's earnings report, C N B C, 2/29/08. Funds managed by Whitney Tilson are long Berkshire Hathaway.
Whitney Tilson on F o x Biz News, 2/22/08, discussing Target, Sears Holdings and Merrill's downgrade of Fannie Mae and Freddie Mac. Funds managed by Mr. Tilson are long Target and Sears. Correction: Sears does NOT control 20% of the mall space in America. Sears controls (generally in the form of long-term leases) 10-15% of the mall space in the roughly 850 malls in which it has a presence.
Whitney Tilson on Berkshire Hathaway, C N B C, 11/25/08. Disclosure: Funds managed by Mr. Tilson are long Berkshire Hathaway. Positions may change at any time.