European Shorting
| New Threads Only: |  |  |  |
|
|---|---|---|---|---|
| New Threads & Replies: | | | |
|
Forum List » Guru News and Commentaries Guru News, Stock picks and commentaries  
Whitney Tilson's Presentation at the Value Investing Congress in New York
Posted by: Dheeraj Grover
(IP Logged)
Date: October 3, 2012 10:42AM
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
Re Whitney Tilson s Presentation at the Value Investing Congress in New York
Posted by: ecotycoon
(IP Logged)
Date: October 3, 2012 08:52PM
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: Amazon: Total Debt to Equity (MRQ)=0 Customer satisfaction level, AMAZON vs NETFLIX 
Disclaimer i'm short on Amazon and Netflix
Re Whitney Tilson s Presentation at the Value Investing Congress in New York
Posted by: ecotycoon
(IP Logged)
Date: October 3, 2012 08:56PM
Performance of T2 Hedge Fund
Re Whitney Tilson s Presentation at the Value Investing Congress in New York
Posted by: ecotycoon
(IP Logged)
Date: October 3, 2012 09:03PM
Sorry for being rude, i could also be wrong, at 4.4 P/B i see this really risky and far from value investing.
Sorry, only registered users may post in this forum.
Please Login if you have an account or Create a Free Account if you don't |
Feedback
My Portfolios
Browse Gurus
RSS