Friday, June 14, 2019

How to find inflection points; Zucked; The Making of a YouTube Radical; Hate on Facebook Followed Rohingya; Weaponized Surveillance Cameras; Virtual assistants and privacy

1) Here’s an excerpt from the April presentation that launched Empire Financial Research in which I discussed how I find “inflection points” – the point at which a stock turns and skyrockets – using my experience with CKE Restaurants, the owner of Carl’s Jr. and Hardee’s, as a case study: Whitney: Well, if you’re not […]

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My investments in Netflix, McDonald's, and Apple; The South's Economy Is Falling Behind; My skydive with the Army Golden Knights; Why I seek out epic adventures

Thursday, June 13, 2019

1) Here’s a link to an interview I did in April about three of the most successful investments of my career in Netflix (NFLX), McDonald’s (MCD), and Apple (AAPL). Excerpt: It’s all about having an edge. If you’re out there just doing analysis that any first-year MBA student could do, you’re not going to win. […]

Insys Files for Chapter 11; Guy Spier's annual letter; The 4-Hour Workweek: One of the dumbest books I've ever read

Wednesday, June 12, 2019

1) Good riddance to one of the scummiest companies of all time: Insys Files for Chapter 11 Days After Settling Opioid Case. It is entirely just – and important – that shareholders are wiped out and that co-founder John Kapoor and four other senior executives could go to prison for up to 20 years. Excerpt: […]

The IPO bubble, cryptocurrencies, the cannabis sector, Tesla, Lumber Liquidators, and changing your mind; Army recruiting; Skydiving with the Army Golden Knights

Tuesday, June 11, 2019

1) I did a 20-minute interview yesterday morning with the folks at Benzinga’s PreMarket Prep morning show. In it, I commented on the IPO bubble, the difference between the speculation in the cryptocurrency versus the cannabis sectors, Tesla (TSLA), Lumber Liquidators (LL), and the importance of being open to disconfirming information and being able to […]

Floor & Decor soaring; Chico's crashing; GE's Nemesis: An Eerily Prescient Bear; Hasan Minhaj, Goldman Sachs, and the 1MDB scandal; Pocket

Monday, June 10, 2019

1) When I attended the ICR Conference in Orlando on January 14 and 15, I saw dozens of companies that I described in my daily e-mail as “mostly a bunch of crappy dying retailers like Stage Stores (flat since then), Stein Mart (-27%), Ascena Retail (-65%), Vince (+23%), Build-A-Bear Workshop (+18%), and Chico’s (-52%) (down […]

Hindenburg Research on Eros; Andrew Left on FleetCor; Bitcoin Billionaires; Warriors minority owner Mark Stevens banned, fined for shoving Kyle Lowry; My assistant Kelli

Friday, June 7, 2019

1) In yesterday’s e-mail I gave a shout-out to Nate Anderson’s Hindenburg Research for exposing the total fraud at Chinese real estate and infrastructure development company Yangtze River Port and Logistics (YRIV). When it rains, it pours. Another Hindenburg target, Indian filmmaker Eros International (EROS), got cut in half yesterday. Here’s Hindenburg’s tweet about it: […]

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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.

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