Thursday, October 21, 2021

The Update Issue: Anticlimactic Earnings for Netflix, The 30,000-Foot View for Streaming, Duolingo

By Berna Barshay

Streaming giant Netflix (NFLX) has been roaring into the headlines, but earnings made more of a whisper... The buzz around Netflix has been overwhelming the past several weeks. The streamer has been in the news constantly due to its breakout Korean hit Squid Game and the controversy surrounding The Closer, the latest special from comedian […]
Recent Newsletters

When to buy and hold a stock versus when to sell

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, October 21, 2021
In my last four e-mails, I discussed how I found, analyzed, invested in, sized my position in, and, for nearly 18 months, didn't sell my position in SandRidge Energy (SD). As I noted earlier, it was one of my most successful investments ever: I just closed out the position over the past week for a […]

Big Bank Earnings Paint a Bullish Picture of the Economy

By Berna Barshay

Empire Financial Daily,
Wednesday, October 20, 2021
I don't spend a lot of time personally investing in financials... Back when I worked at hedge funds, my most frequent forays into the financial sector were on the short side – betting stocks would go down. I found I occasionally had an edge in diving into the details, scouring the footnotes for definitive signs […]

Why I didn't sell SandRidge Energy after it tripled

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, October 20, 2021
In my last three e-mails, I discussed how I found, analyzed, invested in, and sized my position in SandRidge Energy (SD). As I noted earlier, it was one of my most successful investments ever. I closed out the position over the past week for a 544% gain in less than 18 months – almost 10 […]

The Buyback Bubble at Oracle, and Readers Weigh In on Dutch Bros

By Herb Greenberg

Empire Financial Daily,
Tuesday, October 19, 2021
► We all have at least one of them... I'm talking about stocks we never want to hear about again. You know, the stocks that you know you had nailed – long or short – that went on to remind you just how humbling the stock market can be. High on my own list is […]

Portfolio management lessons from SandRidge Energy

By Whitney Tilson

Whitney Tilson's Daily,
Tuesday, October 19, 2021
In my last two e-mails, I discussed my decision to invest in SandRidge Energy (SD). It was one of my most successful investments ever: I just closed out the position over the past week for a 544% gain in less than 18 months – almost 10 times the 56% return of the S&P 500 Index. […]
Whitney Tilson
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About Whitney Tilson

Prior to creating Empire Financial Research, Whitney Tilson founded and ran Kase Capital Management, which managed three value-oriented hedge funds and two mutual funds. Starting out of his bedroom with only $1 million, Tilson grew assets under management to more than $200 million.

Tilson graduated magna cum laude from Harvard College with a bachelor’s degree in government in 1989. After college, he helped Wendy Kopp launch Teach for America and then spent two years as a consultant at the Boston Consulting Group. He earned his MBA from Harvard Business School in 1994, where he graduated in the top 5% of his class and was named a Baker Scholar.

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