Here's The Gigantic Whitney Tilson Presentation On Stocks And The Economy That He Delivered At This Week's Conference

whitney tilson

Photo: Business Insider

Hedge fund guru Whitney Tilson, managing partner of T2 Partners, presented three stock picks at the Value Investing Congress this week. Tilson kicked off his presentation at the VIC by giving a general overview of the U.S. economy touching upon topics such as GDP, consumer confidence, jobs reports, etc.

He said that the U.S. economy’s recovery has been “quite strong”  and that he’s cautiously optimistic that a tepid recovery will continue in the U.S.   

However, he doesn’t see much upside in the markets unless the economy really takes off.  

That being said, he thinks it’s absolute madness for investors with a 10 year time horizon to favour Treasuries over dividend paying blue-chip stocks purchased at moderate multiples.  

Tilson’s three stock picks at the VIC were Netflix, which he said is a “better business than Amazon,” Berkshire Hathaway and Howard Hughes.  

The hedge fund manager said that T2 Partners is “about flat” year-to-date acknowledging that it’s been “a rough couple of years.” 

We’ve included his massive presentation in the slides that follow laying out his investment thesis. 

Now check out another top hedge fund manager's investment pick...

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