Monday, October 26, 2020

Disney Reorganizes for the Digital Age

By Berna Barshay

► Earlier this month, Disney (DIS) reorganized its Media and Entertainment businesses to encourage the growth of its Direct-to-Consumer streaming business, Disney+… By separating responsibility for the creation of filmed content from the distribution of that content, Disney not only shuffled the deck on divisional management but also took action to eliminate any conflicts of […]
Recent Newsletters

Everybody expects the 'melt up'; My wife's accident

By Whitney Tilson

Empire Financial Daily,
Monday, October 26, 2020
1) My colleague Enrique Abeyta has been pounding the table since March that the market is going higher – and he has been 100% right so far. He’s also on record saying he thinks a 1999-style “melt up” is likely going forward, and just sent me some fascinating charts about this from The Market Ear, […]

This Chart Shows Why the Market Is About to 'Melt Up'

By Steve Sjuggerud

Empire Financial Daily,
Saturday, October 24, 2020
Editor’s note: Today’s essay comes from our colleague Steve Sjuggerud over at Stansberry Research, from his free DailyWealth e-letter. He’s one of the most widely followed financial analysts in the world, with more than 500,000 people relying on his research. And right now, Steve is seeing a big trend taking place in the markets… “You […]

Activision Blizzard and At Home Group; An Analysis of Vice President Biden's Economic Agenda; The Coming Collapse of a Cheerleading Monopolist; Low risk of coronavirus infection on airline flights; Top of Turtlehead Peak

By Whitney Tilson

Whitney Tilson's Daily,
Friday, October 23, 2020
1) Yesterday’s e-mail about Snap (SNAP) got me thinking about two other stocks that were also previously Stock Ideas of the Day: Activision Blizzard (ATVI), which is up 82% since I wrote about it in my February 19, 2019 e-mail: Today’s Stock Idea of the Day is Activision Blizzard (ATVI). Due largely to the rise […]

Here's What the Big Banks Are Telling Us About the Economy

By Alex Griese

Empire Financial Daily,
Thursday, October 22, 2020
► To say the economy has been volatile this year would be an understatement… After falling more than 30% in the second quarter, real gross domestic product (“GDP”) is expected to rise by more than 30% during the third quarter. (We’ll get a first look at third-quarter GDP on October 29). With financials exposed to […]
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.

Click here for the full bio.