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Value Investing Seminar — Whitney Tilson on Housing and BRK, Glenn Tongue on Hughes

I am at the Value Investing Seminar in Italy. The line-up includes some great speakers from Europe and the US including Tom Russo. As a side note, I recently interviewed Tom Russo and will be posting the interview shortly.

I will be posting more notes from Whitney Tilson and other speakers shortly as well.

Whitney Tilson was kind enough to allow me to be the first person to upload his slideshow from the conference. Whitney Tilson discussed his bearish views on the housing market and his bullish views on Berkshire Hathaway (BRK.A)(BRK.B). Tilson also discussed the overall market valuations, and likes good defensive, cheap stocks like Berkshire Hathaway. He also included his slides of St. Joe (JOE), and Glenn Tongue's presentation on the Howard Hughes Corporation (HHC).

T2 Partners Presentation-7!13!11

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