Money manager Whitney Tilson was famously the lone man willing to say the Netflix emperor had no clothes. Now, he sees the emperor in all his finery. Full Story
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I respect the cojones it takes to step in right here, especially after the loss he booked. Massive losses tend to scar me for a while. Now maybe he can be wrong twice.
Tilson says currently a small position. ‘We hope it gets cheaper so we can add to it.