Tilson: DDD The Beginning of the End of the 3D; Long CALL
Whitney Tilson in an email to ValueWalk discusses his short 3D Systems Corporation (NYSE:DDD) postion, long magicJack VocalTec Ltd (NASDAQ: CALL) stake, and his annual returns.
The Kase Fund finished 2013 with a gain of 16.6% and is off to a strong start this year, up slightly on the year vs. -2.5% for the S&P 500 (through today’s close).
Attached is my 2013 annual letter, in which I discuss lessons learned and adjustments made (especially on the short side), how I’m casting a wider net, and my 10 largest long . . .
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