Whitney Tilson Likes Netflix But Not Apple



From Whitney Tilson:

I hosted a webinar yesterday in which I gave a brief overview of the economy and the housing market, what worries us, our view of the stock market, and the opportunity in large-cap blue-chip stocks today.  I then disclosed our 12 largest long positions and discussed three of them: Berkshire Hathaway, J.C. Penney, and Netflix.  During the Q&A, I answered questions on why we’re bullish on the U.S. financial sector and, in particular, Citigroup and Goldman Sachs; why we share Kyle Bass’s bearish view on Japan; and why we don’t own Apple.

Deprival Super-Reaction Syndrome And Value Investing

Howard Marks oaktree capital value investing value investors valuation metrics famous investors PE ratio PB ratio EV/EBITDA PEG ratioDeprival Super-Reaction Syndrome And Investing. Part four of a short series on Charlie Munger’s Human Misjudgment Revisited. Charlie Munger On Avoiding Anchoring Bias Charlie Munger On The Power Of Prices The Munger Series - Learning . . . SORRY! This content is exclusively for paying members. SIGN UP HERE If you are subscribed and having an Read More

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