Wednesday, June 3, 2020

Enrique Abeyta's Empire Elite Growth is off to a strong start; Twitter, Facebook, and free speech; Regulators May Punish Deutsche Bank for Its Jeffrey Epstein Ties; This Treasury Official Is Running the Bailout. It's Been Great for His Family

By Whitney Tilson

1) When I launched Empire Financial Research a year ago, the first person I wanted to recruit to join my business was my long-time friend, Enrique Abeyta. He’s a brilliant, outside-the-box thinker and, more important, a stone-cold moneymaker. So I was delighted when he agreed to come on board last summer. He quickly launched his […]

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Why I'm steadily becoming more cautious; U.S. Stocks Really Are Expensive; We're not crushing the virus; U.S. Economy Faces Long Recovery From Coronavirus; Texas; Stocks' Extreme Disconnect Demands a Perfect V

Tuesday, June 2, 2020

1) As the world reopens, investors are breathing a sigh of relief and stocks are rallying. This raises the question: is the bull market we’re in right now likely to continue? In Thursday’s e-mail, I shared my colleague Enrique Abeyta’s bullish take, in which he concluded: So, to me, the stock market right now is […]

African-American business leaders on George Floyd and the protests; 1921 Tulsa Race Massacre

Monday, June 1, 2020

1) I awakened this morning to sounds of protesters marching past my building and a helicopter flying overhead. Then I learned that Rothman’s – a men’s clothing store located near Union Square, which is owned by a close friend – was looted last night… This daily e-mail is focused on business and investing, so I’m […]

Amazon will be a huge winner; Wall Street Is Blind to an Oncoming Earnings Disaster; Behind the Fall of China's Luckin Coffee; Protestors Criticized For Looting Businesses Without Forming Private Equity Firm First; Italy conference in September

Friday, May 29, 2020

1) This story further reinforces my view that Amazon (AMZN) is going to be a huge winner emerging from the coronavirus crisis: Amazon to Keep Most of the Jobs It Added During Pandemic. Excerpt: Amazon will keep most of the U.S. jobs it added to meet demand in March and April as it sees the […]

Time to be bullish or bearish?; Sorkin and Kernen on CNBC; My webinar tonight; Berna and Enrique weigh in

By Whitney Tilson

Thursday, May 28, 2020

1) After the sharpest market sell-off in history, we’ve now had one of the strongest recoveries ever. It’s leading every investor to wonder: where does the market go from here? Some of the debates over this critical question have turned heated, as you can see in this epic confrontation between CNBC hosts Andrew Ross Sorkin […]

Beware of Moderna; Reports of Value's Death May Be Greatly Exaggerated; The Day Coronavirus Nearly Broke the Markets; Chinese Companies Could Be Forced to Give Up U.S. Listings Under Senate Bill; Recovery Investing Event tomorrow; Feeding the homeless

By Whitney Tilson

Wednesday, May 27, 2020

1) Only two months after stocks experienced their sharpest decline in history, they’ve ripped higher. So it’s no surprise that pockets of foolishness are emerging… which my team and I are tracking so we can warn you about things to avoid. In that spirit, I asked Empire Financial Research Senior Analyst Steve Culbertson to identify […]

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Each month in the Empire Investment Report, Whitney Tilson and his team share their top investment recommendations, ideas, predictions, and warnings – in short, everything you need to know to beat the markets in the coming years.

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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 nearly $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.

Click here for the full bio.