Friday, October 15, 2021

Despite a Hot IPO, Think Twice Before Rushing Into This Growth Story

By Herb Greenberg

► One of my favorite interviews – many years ago – was with Gordon Segal, founder of home décor retailer Crate & Barrel... We discussed why he never got tempted by the riches offered by investment bankers to take Crate & Barrel public. Segal hated, just hated, the thought of putting up stores for the […]
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A case study of one of my most successful investments ever: SandRidge Energy

By Whitney Tilson

Whitney Tilson's Daily,
Friday, October 15, 2021
Earlier this week, I sold 80% of my position in oil and natural gas producer SandRidge Energy (SD), one of my most successful investments ever. I bought 25,000 shares in my personal account on April 27, 2020, for $1.95 and sold for an average price of $12.73, a 553% gain in less than 18 months […]

The Update Issue: Quick Resolutions for Ozy and ScarJo, TikTok and Sustainability, Space: The Final Frontier, and Hasbro

By Berna Barshay

Empire Financial Daily,
Thursday, October 14, 2021
► A couple of media stories I wrote about in late September came to an unusually quick resolution last week... In the September 28 Empire Financial Daily, I wrote about the jaw-dropping antics that took place at media company Ozy when it attempted to raise money from investment bank Goldman Sachs (GS). The company's co-founder […]

Some Investors Find Stability in SPACs; Herb Greenberg on CNBC on GoodRx; How Mark Zuckerberg's stranglehold on Facebook could put the company at risk; More on Munger investing in apartment buildings; Knicks game last night

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, October 14, 2021
1) Following up on yesterday's e-mail, in which I mentioned the latest issue of my colleague Enrique Abeyta's Empire SPAC Investor (click here to find out how to gain risk-free access), this Wall Street Journal article highlights how out-of-favor the sector is, which to me is a very bullish sign: Some Investors Find Stability in […]

Here's Proof That the Streaming Wars Have Gone Global

By Berna Barshay

Empire Financial Daily,
Wednesday, October 13, 2021
► Streaming giant Netflix's (NFLX) latest hit has gone viral and inspired reams of social media content... Even if you haven't watched it yet, you've likely heard of Squid Game, which has sat atop the streamer's "most watched" list for a couple of weeks now. Without giving too much away (and I've only seen two […]

October issue of Empire SPAC Investor; Opposite feedback from two readers; More and more Americans are going down rabbit holes; Investing implications; Musk trolls Bezos; SpaceX: how Elon Musk's new rocket could transform the space race

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, October 13, 2021
1) The latest issue of my colleague Enrique Abeyta's Empire SPAC Investor newsletter will be published today... Beneath the surface, one of the world's oldest and most steady industries is shaking off its historic underperformance and becoming a dynamic, growing, and – most important – profitable business. And this month in Empire SPAC Investor, Enrique […]
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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.

Click here for the full bio.