A few days ago I posted notes from Whitney Tilson's presentation from the Value Investing Congress. Tilson has released the full 46 page slide show which accompanied his presentation. Tilson discussed why he likes British Petroleum (BP, Financial), a special situation with GroupoPrisa's acquisition of Liberty, the good and the bad news with the housing market, and his overall views on the US economy.
Below is the full document in scribd. For best viewing read in fullscreen mode.
tilson
Disclosure: I am long BP
http://www.valuewalk.com/
http://twitter.com/#!/valuewalk
Below is the full document in scribd. For best viewing read in fullscreen mode.
tilson
Disclosure: I am long BP
http://www.valuewalk.com/
http://twitter.com/#!/valuewalk
