Lately, Whitney Tilson's "value investing" record has taken some bruises (today's latest MSFT fiasco notwithstanding: bottom line is sometimes stocks are "value" for a reason), although he still makes presentations better than most. Below is his latest comprehensive analysis of the economy "An Overview of Behavioral Finance and the Economy, What Worries Us, Our View of the Market, and Some Stock Ideas." Lots of pretty charts and some good overall observations, with an emphasis on housing and macroeconomics.Tilson Prez May 2011
Whitney Tilson's Comprehensive Presentation On Life, The Economy, And Everything
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