Whitney Tilson gave a presentation a few days ago at the New York Hedge Fund Roundtable. Tilson discussed “the U.S. Economic Overview, What Worries Us, Our View of the Market, The Opportunity in Large-Cap Blue-Chip Stocks Today, Three Long Ideas, An Interesting Speculation, and One Short Idea”. Below is the full presentation in scribd:
Whitney Tilson New York Hedge Fund Roundtable Presentation
Whitney Tilson New York Hedge Fund Roundtable Presentation
