Many people know about the semi-annual Value Investing Congress organized by Whitney Tilson that takes place in California, and New York. However, few people know about the value investing conference taking place right now in Italy. The line up of speakers includes:
Yesterday, Whitney Tilson gave a presentation on the overall US stock market, and three select blue chip stocks he owns. Tilson is bullish on InBev, British Petroleum, and Microsoft. While British Petroleum is the most contraversial of Tilson's picks so far he has been right on the ball.
Below is a 44 page presentation that Tilson gave yesterday detailing why he is bullish on the three blue chip stocks, and his thoughts on the market and the economy.
I have uploaded the presentation to Scribd, and embeded it below for readers to see. For best viewing click on Fullscreen.
T2 Partners Presentation-7!13!10
Azzollini Ciccio Cattolica Partecipazioni S.p.A. β Italy
DβAgosta Gabriele Morgan Stanley β Italy
Dorsey Patrick Morningstar β USA
Fasciani Victor Praetorian Investments β USA
Fitzgerald Don Tocqueville Finance β France
Franza Luca SCB S.A . β Switzerland
Gagliardi Francesco Cattolica Partecipazioni S.p.A. β Italy
Katsenelson Vitaliy Invest. Manag. Associates β USA
Khaner Lloyd Khaner Capital β USA
Otte Max Professor of Finance in Worms β Germany
Parames Francisco Garcia Bestinver β Spain
Russo Roberto Cofin Sim β Italy
Santiago Ruas Danilo Rational Asset Management
Shubin Stein Ken Spencer Capital Management LLC β USA
Spier Guy Aquamarine Fund β USA
Tarasoff Josh Greenlea Lane Capital β USA
Tilson Whitney T2 Partners LLC β USA
Tongue Glenn T2 Partners LLC β USA
Yesterday, Whitney Tilson gave a presentation on the overall US stock market, and three select blue chip stocks he owns. Tilson is bullish on InBev, British Petroleum, and Microsoft. While British Petroleum is the most contraversial of Tilson's picks so far he has been right on the ball.
Below is a 44 page presentation that Tilson gave yesterday detailing why he is bullish on the three blue chip stocks, and his thoughts on the market and the economy.
I have uploaded the presentation to Scribd, and embeded it below for readers to see. For best viewing click on Fullscreen.
T2 Partners Presentation-7!13!10
