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Whitney Tilson's Presentation at the Value Investing Congress in New York
Posted by: Dheeraj Grover (IP Logged)
Date: October 3, 2012 09:42AM

Well-known value investor Whitney Tilson of T2 partners shares his best stock ideas at the just concluded Value Investing Congress in New York. Tilson is very bullish on Netflix (NFLX). He also likes Howard Hughes (HHC) and Berkshire Hathaway (BRK.B)(BRK.A). Here is his presentation

Value Investing Congress Presentation-Tilson-10!1!12




Guru Discussed: Whitney Tilson: Current Portfolio, Stock Picks
Stocks Discussed: NFLX, HHC, BRK.B, BRK.A,
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Re Whitney Tilson s Presentation at the Value Investing Congress in New York
Posted by: ecotycoon (IP Logged)
Date: October 3, 2012 07:52PM

Here is my 5minutes Netflix analysis and critique of the quote from this presentation, always do your own homework even if it take 5minutes:

''I like investments in which I think my downside is limited '' Well...NFLX... P/B at 4.4, PE at 28.4 !!!!! At least 75% downsize risk sound to me like not really limited­.....

''Lots of talk about competition, but very little is currently detectable'': well.... those data are from 2011....



Amazon is certainly even more risky as a stock because the price is really overprice but to my point of view the business is much better...

"Why Netflix Is a Better BusinessThan Amazon":
"Higher margins, profits, and free cash flow"

Reuters Data:

Netflix:

Total Debt to Equity (MRQ)= 58.12%

Amazon:

Total Debt to Equity (MRQ)=0

Customer satisfaction level, AMAZON vs NETFLIX



Disclaimer i'm short on Amazon and Netflix



Guru Discussed: Whitney Tilson: Current Portfolio, Stock Picks
Stocks Discussed: NFLX, HHC, BRK.B, BRK.A,
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Re Whitney Tilson s Presentation at the Value Investing Congress in New York
Posted by: ecotycoon (IP Logged)
Date: October 3, 2012 07:56PM


Performance of T2 Hedge Fund

Year Return (%) S&P500 (%) Excess Gain (%)
2011 -24.92.11-27.0
2010 10.315.1-4.8



Guru Discussed: Whitney Tilson: Current Portfolio, Stock Picks
Stocks Discussed: NFLX, HHC, BRK.B, BRK.A,
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Re Whitney Tilson s Presentation at the Value Investing Congress in New York
Posted by: ecotycoon (IP Logged)
Date: October 3, 2012 08:03PM

Sorry for being rude, i could also be wrong, at 4.4 P/B i see this really risky and far from value investing.



Guru Discussed: Whitney Tilson: Current Portfolio, Stock Picks
Stocks Discussed: NFLX, HHC, BRK.B, BRK.A,
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