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U.S. Economic Overview, What Worries Us, Our View of the Market, The Opportunity in Large-Cap Blue-ChipStocks Today, and Three Long Ideas
Whitney TilsonT2 Partners LLC
Presentation to Young Presidents’ Association (YPO)
 February 14, 2012
An MP3 audio file of Mr. Tilson giving this presentation is posted at:https://www.yousendit.com/download/M3Bsd0VBQ3Q1R043czlVag
 
T2 Partners Management L.P.Manages Hedge Funds and Mutual Fundsand is a Registered Investment Advisor
The General Motors Building767 Fifth Avenue, 18
th
FloorNew York, NY 10153
(212) 386-7160Info@T2PartnersLLC.com www.T2PartnersLLC.com
 
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Disclaimer
THIS PRESENTATION IS FOR INFORMATIONAL AND EDUCATIONALPURPOSES ONLY AND SHALL NOT BE CONSTRUED TO CONSTITUTEINVESTMENT ADVICE. NOTHING CONTAINED HEREIN SHALL CONSTITUTEA SOLICITATION, RECOMMENDATION OR ENDORSEMENT TO BUY ORSELL ANY SECURITY OR OTHER FINANCIAL INSTRUMENT.INVESTMENT FUNDS MANAGED BY WHITNEY TILSON AND GLENNTONGUE OWN STOCK IN MANY OF THE COMPANIES DISCUSSED HEREIN.THEY HAVE NO OBLIGATION TO UPDATE THE INFORMATION CONTAINEDHEREIN AND MAY MAKE INVESTMENT DECISIONS THAT AREINCONSISTENT WITH THE VIEWS EXPRESSED IN THIS PRESENTATION.WE MAKE NO REPRESENTATION OR WARRANTIES AS TO THEACCURACY, COMPLETENESS OR TIMELINESS OF THE INFORMATION,TEXT, GRAPHICS OR OTHER ITEMS CONTAINED IN THIS PRESENTATION.WE EXPRESSLY DISCLAIM ALL LIABILITY FOR ERRORS OR OMISSIONS IN,OR THE MISUSE OR MISINTERPRETATION OF, ANY INFORMATIONCONTAINED IN THIS PRESENTATION.PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS ANDFUTURE RETURNS ARE NOT GUARANTEED.
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