Steve Forbes Interview with Whitney Tilson Part 2 - Discusses Apple, Citi and Netflix
In part 2 (below) Tilson discusses some of his specific holdings and how much attention he pays to macro factors.
According to Tilson the last couple of years have made him believe that focusing only on bottoms up stock picking is not the ideal approach. Ignoring macro fundamentals has cost him returns over the years.
Tilson figures his approach is now 25% macro focused and 75% micro.