Tuesday, January 28, 2020

Alphabet hits $1 trillion market cap; Doug Kass on Berkshire Hathaway's investment in Apple; My experience with a 5G phone

By Whitney Tilson

1) Google’s parent company Alphabet (GOOGL) became the fourth U.S. company – following Apple, Amazon, and Microsoft – to hit a $1 trillion market cap earlier this month (it has dipped slightly below that since then). For more on this, see this story in the New York Times: Which Company Just Hit $1 Trillion? Google […]
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It May Be the Biggest Tax Heist Ever. And Europe Wants Justice; Insys Founder Gets Five and a Half Years in Prison in Opioid Kickback Scheme; Clayton Christensen, Guru of 'Disruptive Innovation,' Dies at 67; Saudi Crown Prince Calls Jeff Bezos

By Whitney Tilson

Monday, January 27, 2020
1) Kudos to the New York Times for uncovering this $60 billion rip-off of European governments by various bankers, traders, lawyers, and investors: It May Be the Biggest Tax Heist Ever. And Europe Wants Justice. Excerpt: Today, the men stand accused of participating in what Le Monde has called “the robbery of the century,” and […]

IBM is a classic value trap; IBM's Accounting Tricks; David Einhorn's annual letter; Brighthouse Financial; Bill Miller's Hedge Fund Rose 120% in 2019; My experience this week with American Airlines

By Whitney Tilson

Friday, January 24, 2020
1) In yesterday’s e-mail, I analyzed the financials of two tech giants: Apple (AAPL), which I argued – contrary to the consensus view today – is a cash cow, not a growth company… and Google’s parent Alphabet (GOOGL), which is a genuine growth company. Today, let’s look at another type of company, IBM (IBM)… which […]

Charlie Munger meeting three weeks from today; Kim Iskyan on Argentina; More on the 12 questions to ask before you marry someone

By Whitney Tilson

Wednesday, January 22, 2020
1) Charlie Munger’s Daily Journal annual meeting will take place three weeks from today on Wednesday, February 12 at The Center at Cathedral Plaza, 555 W. Temple St. in downtown Los Angeles. It starts at 10 a.m. with brief formalities, and then Munger will take questions from the 1,000-plus people in the audience for a […]

The DIVAS – the next FAANG stocks; My interview about Tesla; Warring anecdotes; Rivian R1T pickup truck; Ford Mustang Mach-E

By Whitney Tilson

Tuesday, January 21, 2020
1) Longtime readers know that I’m bullish on Facebook (FB), Amazon (AMZN), and Google’s parent company Alphabet (GOOGL). But I’m also realistic. While I think they’re good bets to double, it’ll likely take three to five years. The era of huge short-term gains from these stocks is almost certainly over. Thus, I’m always on the […]
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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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