Wednesday, February 26, 2020

Enrique's take on the recent market action; Refinance your debt; Calpers Top Money Man Is Swept Up in Chinese Espionage Fears; Fraud Fest 2020: 300 Years of Fraud; New Silk Road Forum in Istanbul

By Whitney Tilson

1) One of the first – and most important – things I did when I started Empire Financial Research was persuade my longtime friend Enrique Abeyta to join me. He’s not only an industry veteran with a great track record, but he thinks differently than any investor I know. I’m more traditional, which is neither […]
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Invitation to my two parties at the Berkshire Hathaway annual meeting; Why I come every year; Buffett on Squawk Box; Inside Berkshire Hathaway's Future Without Warren Buffett; Washington Post annual letters, 1971 and 1972

By Whitney Tilson

Tuesday, February 25, 2020
1) Following up on yesterday’s e-mail, in which I analyzed Warren Buffett’s annual letter and explained why I call Berkshire Hathaway (BRK-B) the “No. 1 Retirement Stock in America,” here are a few other related items… I will be attending my 23rd consecutive Berkshire annual meeting, which will take place in Omaha on Saturday, May […]

Berkshire Hathaway is the 'No. 1 Retirement Stock in America'; Buffett is telling us to buy; Berkshire's share repurchases; Updated estimate of Berkshire's intrinsic value

By Whitney Tilson

Monday, February 24, 2020
1) I’ve been pounding the table for quite some time now that Berkshire Hathaway (BRK-B) is the “No. 1 Retirement Stock in America.” Importantly for all investors – and especially retirees – it’s incredibly safe. It’s an incredible collection of high-quality businesses, run by the greatest investor of all time, and has the ultimate Fort […]

My analyst's take on Conagra Brands; The Moldy Whopper; Shocking director resignation letter; Social media awash with scorn for 'sloping toilet'

By Whitney Tilson

Friday, February 21, 2020
1) Last month, Alex Griese joined the Empire Financial Research team as an analyst. He’s down at the Consumer Analyst Group of New York’s (“CAGNY”) conference in Boca Raton, Florida this week and has attended the presentations from a number of companies over the past few days. I asked him to do a short write-up […]

My friend's take on L Brands' sale of Victoria's Secret; Bed Bath & Beyond Boss Tries to Declutter Stores; Why a 'balanced' life is something to be avoided and not pursued; How I've structured my life to 'pound forehands' all day long

By Whitney Tilson

Thursday, February 20, 2020
1) Over the past few months I’ve been sniffing around the stock of L Brands (LB), which owns Victoria’s Secret and Bath & Body Works. At just under $25 per share today, it has been decimated since it peaked at nearly $100 per share in late 2015… yet the company generates robust (albeit declining) free […]

How important are long hours?; Efficiency tips; 'C.A.V.E.' people: 'Coworkers Against Virtually Everything'; 'time plus effort' versus 'insight plus efficiency'; Big wall climbing

By Whitney Tilson

Wednesday, February 19, 2020
1) In my February 6 e-mail, I included a link to this article, Why hard work is so important (and still under-rated), and said: There’s no substitute for hard work, especially early in your career. Trust me, you are far more likely to get ahead if you are the first into the office every morning […]
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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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