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Whitney Tilson: New York Hedge Fund Roundtable

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

About the author:

Jacob Wolinsky
My investment ideas have been inspired by many of value investors including Benjamin Graham, Charles Royce, John Neff, Joel Greenblatt, Peter Lynch, Seth Klarman,Martin Whitman and Bruce Greenwald. .I live with my wife and daughter in Monsey, NY. I can be contacted jacobwolinsky(AT) and my blog is

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