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Investors / stance tracking

What Glenn Tongue is saying

Founder, Deerhaven Capital Management

4 dated public stances tracked since 2019-09-25, most recently 2019-09-25. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.

The stances below are c8alpha's editorial distillation of Glenn Tongue's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Glenn Tongue is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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4
tracked stances
4
themes
0
side flips
2019-09-25
last heard
Points  Score 6.5 · 4/4 names green at 90 days · how it’s scored

Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.

Scored calls

Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.

DateNameCall90d180d1y
2019-09-25Vbullish+7.2%-22.3%+12.3%
2019-09-25GOOGLbullish+7.9%-15.4%+14.2%
2019-09-25BANKSbullish+9.2%-46.3%-33.3%
2019-09-25AMZNbullish+1.2%+7.6%+70.8%

Most-argued themes

ThemeStancesLeanMixLast
AMZN11 bullish2019-09-25
BANKS11 bullish2019-09-25
GOOGL11 bullish2019-09-25
V11 bullish2019-09-25

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2019-09-25 GOOGL bullish Whitney Tilson · video
Among the big tech names, Google has the highest probability of delivering what investors expect over a decade, making it the most reliable of the group
“Google has the best likelihood of being what you expect it to be”
90d +7.9% · 180d -15.4% · 1y +14.2%
7 Stocks to Hold for 10 Years
2019-09-25 AMZN bullish Whitney Tilson · video
Amazon offers the greatest upside potential among the large-cap tech names on a 10-year horizon
“Amazon has the best upside”
90d +1.2% · 180d +7.6% · 1y +70.8%
7 Stocks to Hold for 10 Years
2019-09-25 V bullish Whitney Tilson · video
Visa has the durable network economics and business model to be a 10-year compounder at the level of Buffett's 'inevitable' companies
“I might add Visa to that list, I think that's probably got 10 years staying power”
90d +7.2% · 180d -22.3% · 1y +12.3%
7 Stocks to Hold for 10 Years
2019-09-25 BANKS bullish Whitney Tilson · video
JPMorgan clears the very high threshold of being an 'inevitable'-type business — one of the few franchises durable enough to hold for a decade without selling
“I might add JPMorgan to that list”
90d +9.2% · 180d -46.3% · 1y -33.3%
7 Stocks to Hold for 10 Years

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