Friday, April 3, 2020

My best chart EVER on how the coronavirus developed in China and the implications for us; What happens after big first-quarter declines?; Luckin Coffee collapses; My day at the emergency field hospital yesterday

By Whitney Tilson

1) STOP THE PRESSES! The chart below, which shows how the coronavirus developed in China, may be the best, most important one I’ve ever shared… As you know, the virus follows a fairly predictable pattern that can last for more than a month. First, a certain number of people get infected. Then, over many days, […]
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My video thanking Samaritan's Purse and with my thoughts on the coronavirus; A description and pictures from my day at the field hospital; The first patients arrived

By Whitney Tilson

Thursday, April 2, 2020
To the nearly 40,000 people who receive my Empire Financial Daily, As I write, it’s nearly midnight on Wednesday and I’m going back out to the hospital across the street in the morning, so I just don’t have time to write my usual thoughts on investing. Plus, I’m just too physically, mentally, and emotionally drained […]

I'm betting on America – and humanity; I'm buying today; Most countries are bending the curve; Advice to my friends; Matt McCall's free webinar tonight; A short day yesterday – only 11 hours at the field hospital

By Whitney Tilson

Wednesday, April 1, 2020
1) I came across an old quote today by Berkshire Hathaway (BRK-B) CEO Warren Buffett: “A great investment opportunity occurs when a marvelous business encounters a one-time huge, but solvable problem.” You want to know the marvelous business that’s on my mind? THE UNITED STATES OF AMERICA! And you know what? THE CORONAVIRIS IS A […]

Last chance to watch the replay of my webinar; A beautiful and profound e-mail; TB Vaccine Could Be a Valuable Weapon; NYC cases, hospitalizations, and deaths; 13 hours building a field hospital yesterday

By Whitney Tilson

Tuesday, March 31, 2020
1) Last Tuesday, my colleague Enrique Abeyta and I hosted a free webinar on the coronavirus crisis and its implications for investors. We did a deep dive and took many questions from attendees for more than two hours. Replays of events like this are usually only available to our paid subscribers… But in light of […]

The best three e-mails I've ever written; Why I'm even more optimistic and bought stocks this morning; Is it immoral for me to give investment advice right now?; Reader feedback and my replies; When can the U.S. go back to normal?; Volunteering to build a field hospital in Central Park

By Whitney Tilson

Monday, March 30, 2020
1) I continue to believe you can’t have an opinion on stocks until you first have an opinion on how the coronavirus crisis will play out, so I spent the entire weekend collecting even more data and opinions… doing even more reading, thinking, and analyzing… and writing three long e-mails to the 3,400-plus people on […]

Wild week; My latest view; My report: Why I'm Optimistic That We'll Soon Stop the Coronavirus; Favorable macro factors; A world awash in liquidity; Alan Gula's comments; Bill Ackman's greatest trade of all time

Friday, March 27, 2020
1) What a wild week! The sharpest, fastest bear market in history – the S&P 500 Index was down 35.2% from its closing high on February 19 to its intraday low on Monday – was followed by the sharpest, fastest move back into bull market territory in history, as the index rallied 20% from that […]
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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 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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