Below is a lengthy and great read from Whitney Tilson's hedge fund T2 Partners. In addition to their investor letter update, they've provided an in-depth presentation on the overview of the housing and economic crisis. We can't stress enough what a comprehensive presentation it is so definitely check it out as they detail exactly why there is more pain to come.
Embedded below is the investor letter & presentation (RSS & Email readers come to the blog to view it):
Also, you can download the large .pdf here.
If you missed our previous post, we recently detailed T2 Partners' thoughts at the Value Investing Congress as well. Lastly, those interested can also check out their August letter too.
Wednesday, November 4, 2009
Whitney Tilson & Hedge Fund T2 Partners: October Commentary
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