Tilson owns 10-12 longs, out of which he likes Netflix (higher margin, lighter business model vs. Amazon, attractive takeover candidate), Goldman, Citi (winding down "bad" bank Citi Holdings, trades well below tangible book), Berkshire Hathaway. He does not currently own JC Penney given that short-term has been very rocky and he doesn't have enough conviction on it yet. He's finding 5-10 short ideas for every long idea.
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