Tilson still loves Warren, Howard, etc.
October 01, 2012 at 12:58 PM EDT
Whitney Tilson had a good update presentation on some of his ideas this morning — nothing earth-shaking, and not much “new” news beyond what he shared during our pre-conference seminar yesterday or in past conferences, but he did reiterate his pitch that Berkshire Hathaway remains a ridiculous bargain, he now puts roughly a 12 PE [...]