Many people know about the semi-annual Value Investing Congress organized by Whitney Tilson that takes place in California, and New York. However, few people know about the value investing conference taking place right now in Italy.
Yesterday, Whitney Tilson gave a presentation on the overall US stock market. Tilson also discussed his bullish thesis for InBev, British Petroleum, and Microsoft. British Petroleum is the most risky of these three stocks, however Tilson believes that the market is over reacting and the stock is undervalued.
The full presentation is below. For best viewing click on Fullscreen.