Another Tough Month For Tilson As CNBC's Favorite Buffett-Worshipper Is Down Over 24% YTD

Presenting, with little comment, Whitney Tilson's disappointing underperformance for October (and YTD):






Our fund rose 7.0% in October vs. 10.9% for the S&P 500, 9.7% for the Dow and 11.2% for the Nasdaq. Year to date, it’s down 24.5% vs. +1.3% for the S&P 500, 5.5% for the Dow and 1.9% for the Nasdaq. Our fund’s performance during the month was roughly in line with what we would expect given that it is nearly 70% net long.

Our long book outpaced the market in October, led by

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