Cookies on the Business Insider India website

Business Insider India has updated its Privacy and Cookie policy. We use cookies to ensure that we give you the better experience on our website. If you continue without changing your settings, we\'ll assume that you are happy to receive all cookies on the Business Insider India website. However, you can change your cookie setting at any time by clicking on our Cookie Policy at any time. You can also see our Privacy Policy.

A Few Months Ago, Whitney Tilson Gave A Presentation That Predicted The Huge Netflix Turnaround We're seeing Today

Julia La RocheJan 25, 2013, 00:14 IST

Shares of Netflix are ripping today after the video rental and streaming company posted a surprise profit in the fourth-quarter.

The stock is trading up more than 37%.

Hedge fund manager Whitney Tilson, who runs T2 Partners, is long Netflix.

Back in October at the high-profile Value Investing Congress, he gave a big presentation on some value stocks that he likes. In that presentation he touched upon Netflix.

We've included the excerpt in the slides that follow.