My Favorite Idea WhitneyTilson ValueInvestingCongress 9-9-14
This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Tuesday, September 9, 2014
Whitney Tilson's Presentation from the 2014 Fall Value Investing Congress
Here is Whitney Tilson's presentation from the 2014 Fall Value Investing Congress. In the presentation he discusses his thoughts on shorting as well as two past short ideas: K12 (LRN) and Lumber Liquidators (LL) and his current favorite: Exact Sciences (EXAS).
Enjoy.
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