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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

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