Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

Why Julian Robertson Likes Delta Air Lines, Inc. (DAL), Netflix, Inc. (NFLX) And Tencent Holdings?

Tiger Management’s Julian Robertson is a well-known hedge fund manager with a brilliant track record. Even though he has stopped managing client’s money, his comments and opinions are still followed by many investors. In his interview to Fox Business on Wednesday, he revealed his interest on companies like Delta Air Lines, Inc. (NYSE:DAL), Netflix, Inc. (NASDAQ:NFLX) and Tencent Holdings and his reasons behind it.


Robertson made a smart move to invest in airlines stock like Delta Air Lines, Inc. (NYSE:DAL) in 2014, which had a significant 2014 with stock prices going up by more than 60%. He feels that airline stocks are undervalued. He added that the lower oil prices are influencing the growth of airline stock tremendously. He also mentioned that Delta Air Lines, Inc. (NYSE:DAL) is a benchmark in airline industry.

“I think Delta is a great company and the airlines are undervalued. Certainly the lower prices of oil is encouraging them tremendously. But, Delta is the class of the industry. I really believe that,” Robertson said.

 He expressed his interest in tech stocks like Apple Inc. (NASDAQ:AAPL), Google Inc (NASDAQ:GOOGL) and Netflix, Inc. (NASDAQ:NFLX). In spite of a recent slump in share values due to poor quarter earnings report from Netflix, Inc. (NASDAQ:NFLX), Robertson mentioned that he is still interested in the stock.

He added that he is crazy about a South African Internet service company, Naspers which has holdings in  Chinese internet company, Tencent Holdings. He feels that Tencent Holdings is on par with Alibaba Group Holding Ltd (NYSE:BABA) and a great technology company.

Robertson added that Naspers holding in Tencent Holdings is equivalent to the price of their stock. He said that Naspers also has a hold in South African television network and it also holds a lot of investments in venture capitals everywhere.

Robertson stated that he would not buy Tesla Motors Inc (NASDAQ:TSLA) at the moment.

Disclosure: None

Warren Buffett and BillionairesFree Report: Warren Buffett and 12 Billionaires Are Crazy About These 7 Stocks

Let Warren Buffett, David Einhorn, George Soros, and David Tepper WORK FOR YOU. If you want to beat the low cost index funds by an average of 6 percentage points per year look no further than Warren Buffett’s stock picks. That’s the margin Buffett’s stock picks outperformed the market since 2008. In this free report, Insider Monkey’s market beating research team identified 7 stocks Warren Buffett and 12 other billionaires are crazy about. CLICK HERE NOW for all the details.

Biotech Stock Alert - 20% Guaranteed Return in One Year

Hedge Funds and Insiders Are Piling Into

One of 2015's best hedge funds and two insiders snapped up shares of this medical device stock recently. We believe its transformative and disruptive device will storm the $3+ billion market and help it achieve 500%-1000% gains in 3 years.

Get your FREE REPORT and the details of our 20% return guarantee today.

Subscribe me to Insider Monkey's Free Daily Newsletter
This is a FREE report from Insider Monkey. Credit Card is NOT required.
Loading Comments...

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 102% in 3 years!! Wondering How?

Download a complete edition of our newsletter for free!