K12 And Whitney Tilson: The Anatomy Of A Classic ShortVW Staff
Here’s a quote from Tilson’s 110-slide presentation on his K12 Inc. (NYSE:LRN) Short Position at the Value Investing Congress Presentation in New York on September 18, 2013:
"October 2007. At that time, I went through my short book, stock by stock, and said, “OK. Am I willing to cover MBIA at $70? Hell no, not a single share! Allied Capital at $30? Hell no, not a single share! Farmer Mac at $30? Hell no, not a single share!” And on it went… I couldn’t . . .
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