Wednesday, December 1, 2021

Checking In On the Pandemic Winners and Losers

By Berna Barshay

A big theme in the stock market this year has been pitting the "pandemic winners" versus the "pandemic losers"... For the majority of the year, the inclination has been to sell the "pandemic winners" – aka the stocks that got a boost from the initial lockdowns and more extended social-distancing measures – and buy the […]
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Super-Apps Are Inevitable; What Europe can teach us about jobs; CEOs from India; Reader feedback on COVID-19 vaccines, love and hate

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, December 1, 2021
1) NYU marketing professor Scott Galloway thinks PayPal (PYPL) or Square (SQ), an Empire Stock Investor recommendation (you can subscribe here – it's only $49 for the first year), could become super-apps. Super-Apps Are Inevitable. Excerpt: The newest and maybe the most exciting entrants in this contest are coming from the payments business, including PayPal, […]

Why 'iBuying' May Not Work in the U.S., One Indian Startup's Alternative... and Why Banks May Be the 'FAANGS' of India

By Herb Greenberg

Empire Financial Daily,
Tuesday, November 30, 2021
Should the flop of Zillow's (Z) home-flipping business be a warning for its competitors? Its biggest public peers among so-called instant buyers (or "iBuyers") – notably, Opendoor Technologies (OPEN) and Offerpad Solutions (OPAD), but also increasingly Redfin (RDFN) – have insisted the problem was Zillow's, not theirs. Don't be so sure. I started thinking about […]

Moderna chief predicts existing vaccines will struggle with omicron; Nicholas Christakis thread; 88% of Americans are worried about inflation; Wage inflation is good; Krugman on inflation; A funny response to winter tires

By Whitney Tilson

Whitney Tilson's Daily,
Tuesday, November 30, 2021
1) Stocks are selling off again this morning after these comments by Moderna (MRNA) CEO Stéphane Bancel: Moderna chief predicts existing vaccines will struggle with omicron. Excerpt: The chief executive of Moderna has predicted that existing vaccines will be much less effective at tackling omicron than earlier strains of coronavirus and warned it would take […]

Sizing Up Black Friday and the Retail Crime Wave

By Berna Barshay

Empire Financial Daily,
Monday, November 29, 2021
Depending on who you ask, Black Friday traffic was either awesome or terrible... As with most things, it mostly depends on your point of reference. Consider these headlines: Shoppers' Store Visits Rose 48% From 2020 – Bloomberg, Nov. 26, 2021 Black Friday shopping in stores drops 28% from pre-pandemic levels – CNBC, Nov. 27, 2021 […]
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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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