Whitney Tilson, the founder and Managing Director of T2 Partners, has released a massive presentation on his assessment of the U.S. economy and financial markets.Tilson has recently been vindicated on huge bets—going short Green Mountain Coffee (GMCR), going long on Barnes & Noble (BKS), and going short First Solar (FSLR). He also went long on Netflix (NFLX) before its share price spiked early this year.
Other big investments include Berkshire Hathaway, Iridium, and Howard Hughes Corp.
Now, Tilson explains why he has made these bets and why he has a cautious view of the stock market for the coming year.
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