Whitney Tilson Find Bargains in Market's Overlooked Corners

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
    • McDonald's Corp. (MCD))
    • Wal-Mart Stores Inc. (WMT)
  • 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.

Full article link.

No comments: