Tuesday, September 29, 2020

What the 'K Shaped' Economy Means for Your Financial Future

By Berna Barshay

I’m familiar with the concept of economic recoveries that are shaped like letters… I knew the characteristics that would designate an economic recovery a “V,” “U,” “W,” and even an “L”… But this fall, a new letter rose to prominence… Welcome to the “K shaped” economy. This is when professional workers in select industries bounce […]
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Three articles about Nikola; How Carlos Ghosn Escaped Japan; My advice to a novice investor

By Whitney Tilson

Whitney Tilson's Daily,
Tuesday, September 29, 2020
1) The media just dropped three more bombs on electric-vehicle maker Nikola (NKLA), which I believe is little more than a stock market promotion… Last night, CNBC published this story: Two women file sexual abuse complaints against Nikola founder Trevor Milton. Excerpt: Milton’s cousin Aubrey Ferrin Smith filed a formal complaint Saturday with the local […]

A Critical Update on Whitney Tilson's 'TaaS' Thesis

By Berna Barshay

Empire Financial Daily,
Monday, September 28, 2020
► If you’ve been with us for long, chances are good that you’ve seen my colleague Whitney Tilson’s ‘TaaS’ presentation… For the uninitiated, Whitney believes that the future of transportation – electric and self-driving vehicles – is coming… and sooner than anyone believes. He calls this trend TaaS (short for “transportation as a service”). As […]

Uber Gets 18-Month London License; I Spoke Out Against Sexual Harassment at Uber; Super Pumped: The Battle for Uber; Energy is now the smallest sector in the S&P 500; Training for the Eco-Challenge

By Whitney Tilson

Whitney Tilson's Daily,
Monday, September 28, 2020
1) Uber (UBER) shares are up about 5% this morning after the ride-hailing company received a favorable court ruling in one of its largest markets: Uber Gets 18-Month London License After Passing Court Test. Excerpt: Uber can breathe a sigh of relief after it was offered another chance in its biggest European market by a […]

The Update Issue: Schadenfreude at Quibi, TikTok's Countdown

By Berna Barshay

Empire Financial Daily,
Friday, September 25, 2020
► Earlier this week, word hit the street that short-form video streaming startup Quibi had put itself up for sale… In the July 16 Empire Financial Daily, I wrote about the startup… It was founded by Jeffrey Katzenberg – a Hollywood veteran who historically had a Midas touch. At the time, I suggested that Quibi […]

Your last chance to watch our big event; Zoom Is Not the Next Amazon; The Gambler Who Cracked the Horse-Racing Code; How the Sacklers Shifted $10.8 Billion of Their Opioid Fortune; The Billionaire Who Wanted to Die Broke... Is Now Officially Broke

By Whitney Tilson

Whitney Tilson's Daily,
Friday, September 25, 2020
1) On Wednesday, I hosted a special event with my colleagues Enrique Abeyta and Berna Barshay. For the first time, I shared on camera my big prediction for the outcome of November’s upcoming election and what effect it could have on the stock market. We discussed which sectors will break out (or break down)… and […]
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 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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