1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Jacob Wolinsky
Jacob Wolinsky
Articles  | Author's Website |

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 (NYSE:BRK.A)(NYSE: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 (NYSE:JOE), and Glenn Tongue's presentation on the Howard Hughes Corporation (NYSE:HHC).

T2 Partners Presentation-7!13!11

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)gmail.com and my blog is www.valuewalk.com

Visit Jacob Wolinsky's Website

Rating: 2.4/5 (8 votes)


Please leave your comment:

GuruFocus has detected 2 Warning Signs with GGP Inc $GGP.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

Performances of the stocks mentioned by Jacob Wolinsky

User Generated Screeners

MisterTIndustry Selection
maurits_halimEPS Growth >20% (UK)
DBrizan2017sep19 Qcom Gild beater
alberto.lopezblancoPI / PTB
Jeremieroyspinoffs + insiders
sm0yerconsistant growth
patelmhwalter schloss balance sheet b
valueppAsset Management Company
cspunarSG -2
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat