?Thank you, Mr. Market,? said notable Netflix investor Whitney Tilson yesterday, after the stock fell sharply following a disappointing quarterly report. The T2 Partners manager wasn?t swayed by market sentiment, and saw Netflix stock?s sharp decline as a buying opportunity. Tilson has had a dappled history with Netflix, having vocally shorted the stock, cut his losses and then opened a long position after his original investment thesis played out. After this week?s increase, the stock accounts for between 5% and 6% of his portfolio.
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