Whitney Tilson and co-manager Glenn Tongue talks about their picks in market's overlooked corners - Resource America Inc. (REXI) , Tyco International Ltd (TYC), and Berkshire Hathaway (BRKa, BRKb).
- Large-cap, higher-quality companies
- Undergoing structural changes
- Tyco International Ltd (TYC)
- Murky sectors
- Resource America Inc. (REXI)
- Walk alongside the patriarch of value investing
Disclosure : I have a long LEAPS of Wal-Mart.
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