Attached please find T2 Partners presentation from the Value Investing Congress West 2011. Whitney Tilson and Glenn Tongue give a presentation on behavioral finance, the current state of the economy and share a couple of stock ideas.
They talk about Berkshire Hathaway and how they think it is undervalued. They also talk about value investor favorite Microsoft. Then they talk about their new short in Salesforce.com. As you may remember in the past we posted T2 Partners analysis on their short in Netflix (NFLX). It will be interesting to see how they end up on this high growth beloved stock.
T2 Partners - An Overview - 5-3-11