Hedge fund billionaire Julian Robertson revealed some of his favorite investment ideas, including Microsoft and Air Canada, during an interview with CNBC's Kelly Evans.
"I really like Microsoft. I think its cloud activities and also the new management have brought a revival of Bill Gates' initial strategy. I think that's a great company," said Robertson. On Air Canada, he said, "It's an airline that's doing all the right things, and it's priced at about 3.5 times earnings."
In this wide-ranging conversation, the investor also discusses:
- Views on the upcoming presidential election, and why he's voting for Libertarian Gary Johnson.
- Outlook for the hedge fund industry.
- His thoughts on the auto and biotech sectors.
- Why he sold out of Netflix, but held on to Pandora.
Parts of the interview aired on CNBC's Closing Bell, but this is the only place to view the news-making conversation in its entirety.
