From Whitney Tilson:
I hosted a webinar yesterday in which I gave a brief overview of the economy and the housing market, what worries us, our view of the stock market, and the opportunity in large-cap blue-chip stocks today. I then disclosed our 12 largest long positions and discussed three of them: Berkshire Hathaway, J.C. Penney, and Netflix. During the Q&A, I answered questions on why we’re bullish on the U.S. financial sector and, in particular, Citigroup and Goldman Sachs; why we share Kyle Bass’s bearish view on Japan; and why we don’t own Apple.
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