In segment 1:

I reveal my biggest holding, and what I believe to be the most intriguing deal situation on the board.

Segment 2:

Lehman Brothers. Allied Capital. Green Mountain Coffee. There was a moment in time where if David Einhorn shorted a stock, it was regarded as a possible death sentence for the shares. However, for both Einhorn and contemporary Bill Ackman, the last few years have proven to be difficult. In part II of my interview with Whitney Tilson, we discuss these two legendary hedge fund managers, and Whitney describes who he believes is the best hedge fund that no one's ever heard of .