Saturday, April 10, 2021

The Last Digital Leap Is Now in Motion

By Jeff Brown

Editor’s note: In today’s Weekend Edition, we’re turning things back over to our friend Jeff Brown from Brownstone Research. Earlier this week, Jeff shared the concept of the “digital leap.” Today, he explains how the COVID-19 pandemic has accelerated this process… and how investors can take advantage. The COVID-19 pandemic has radically changed the way […]
Recent Newsletters

The Update Issue: Startup Roundup – Audio Chat Heats Up, Cameo Hits Unicorn Status

By Berna Barshay

Empire Financial Daily,
Friday, April 9, 2021
In the three months since I first wrote about social media startup Clubhouse, the audio chat category has gone from emerging and fringe to competitive frenzy… As celebrities, CEOs, pro athletes, and politicians have embraced Clubhouse – offering their followers and fans an exceptionally up close and candid window into their thoughts – users have […]

Pandemic dashboard; Why we're not out of the woods yet; Chile cautionary tale; Spread of the B.1.1.7 variant; The Fourth Surge Is Upon Us. This Time, It's Different; A battle cry against vaccines; The Pandemic's Wrongest Man

By Whitney Tilson

Whitney Tilson's Daily,
Friday, April 9, 2021
I continue to closely follow the pandemic, sending lengthy e-mails to my coronavirus e-mail list roughly once a week. If you’d like to receive them, simply send a blank e-mail to: [email protected] Below is an excerpt from the e-mail I sent to my readers yesterday (you can read the entire e-mail here)… 1) The horse […]

America's Billionaires Had an Amazing 2020

By Berna Barshay

Empire Financial Daily,
Thursday, April 8, 2021
► As we have heard before, 2020 was a banner year for billionaires… Despite the unlikely backdrop of the pandemic, wealth creation among the mega-rich was simply staggering. We’ve all heard ad nauseum about the surge in market cap for the Big Tech leaders and the corresponding rise in net worth for founders and those […]

Jamie Dimon's annual letter; Avoid this stinker: ARK Space Exploration ETF; Short reports on EBON, RIDE, NKLA, DOX and NNDM; A Hacker Got All My Texts for $16

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, April 8, 2021
1) In yesterday’s e-mail, I wrote about the basket of six bank stocks I bought last March. I haven’t sold a share of any of them (despite my investing hero, Warren Buffett, dumping most of his financial stocks last year). This has paid off, as they’re up an average of 81% versus 61% for the […]

This Ranking List Tells You Where the Consumer Economy Has Been Hottest

By Berna Barshay

Empire Financial Daily,
Wednesday, April 7, 2021
► Venture capital firm Andreessen Horowitz is out with its second annual Marketplace 100 ranking… The highly influential venture firm, which is also known as a16z, is known for its early investments in companies ranging from social media giants Facebook (FB) and Twitter (TWTR) to soon-to-be-public cryptocurrency exchange Coinbase. More recently, it led the last […]
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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