Whitney Tilson was recently on CNBC and described why he likes Sandisk, Netflix, Microsoft, and a couple of other companies. Netflix is particularly interesting as he recently announced given the big selloff that he was going long Netflix. For those with a longer-term memory remember that T2 Partners had a big short on Netflix for sometime and got burned before covering. He then goes on to discuss why he is long Microsoft and how he thinks they need to further leverage their balance sheet (buybacks, etc.).
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