Whitney Tilson says the U.S. economy is in better shape than most people think, and he is finding big value in a number of prominent companies’ shares.

“The U.S. has already gone through and emerged from the subprime debt crisis,” Tilson tells MarketWatch. “There’s still an overhang and it has to work its way through,” he adds, but he says the U.S. is further along in resolving its problems than many other parts of the world.

Tilson is finding opportunities in several areas of the market, including bank stocks like Goldman Sachs, Citigroup, and JP Morgan Chase and tech stocks like Dell and Apple. He also likes Warren Buffett’s Berkshire Hathaway, and firms with proven management and activist shareholders who have a track record of unlocking value in companies.