Recently, Whitney Tilson and Glenn Tongue's hedge fund T2 Partners gave a presentation at the Boys and Girls Harbor Investment Conference that took place on February 3rd, 2010. Their presentation included a look at the macro situation and three stock picks: Berkshire Hathaway (BRK.A), General Growth Properties (GGWPQ), and Iridium (IRDM). When we covered T2's investor letter, we saw that they had large long positions in all three names.
Embedded below is T2's recent presentation on all three stocks:
You can download the .pdf here.
Additionally, last week we posted Whitney Tilson & T2 Partners' analysis of Berkshire Hathaway (BRK.A / BRK.B). Below you will find their revised slide-deck:
You can download the Berkshire presentation via .pdf here.
In a separate post this morning we'll also be covering Bill Ackman & Pershing Square's presentation on Kraft (KFT) from the same investment event, so stay tuned.
Monday, February 8, 2010
T2 Partners Presentation: General Growth Properties (GGWPQ), Iridium (IRDM) & Berkshire Hathaway (BRK.A)
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