Below please find Whitney Tilson's (of T2 Partners) presentation at the Hedge Fund Roundtable. In it he describes what concerns him about the economy. Where he is currently seeing value - Dell, Microsoft, Berkshire Hathaway, InBev, etc.
He also went on to describe how he is picking up cheap options and jumped on Bill Ackman's HKD trade (presentation can be seen here). He also went on to mention how he was looking at Kyle Bass' Japan trade and looking for other areas of cheap options.
Enjoy.
Whitney Tilson New York Hedge Fund Roundtable Presentation
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