Below is a pretty in-depth presentation from T2 Partners.
If you want some good specific stock ideas head to page 23 which supplies links to very detailed analysis on some of T2’s best ideas.
In this presentation T2 presents three specific ideas:
- Berkshire Hathaway (BRK.A, Financial)(BRK.B, Financial) which they believe has an intrinsic value of $171,000 per A share
- J.C. Penney (JCP, Financial) which they feel is fairly valued vs. current performance which means you get for free a “dream team” of managers.
- Netflix (NFLX, Financial).
There is a lot of detail in this presentation and it is a good place to look for ideas and start your research.
TilsonFundsFeb2012PresentationAlso check out:
If you want some good specific stock ideas head to page 23 which supplies links to very detailed analysis on some of T2’s best ideas.
In this presentation T2 presents three specific ideas:
- Berkshire Hathaway (BRK.A, Financial)(BRK.B, Financial) which they believe has an intrinsic value of $171,000 per A share
- J.C. Penney (JCP, Financial) which they feel is fairly valued vs. current performance which means you get for free a “dream team” of managers.
- Netflix (NFLX, Financial).
There is a lot of detail in this presentation and it is a good place to look for ideas and start your research.
TilsonFundsFeb2012PresentationAlso check out:
