Thursday, October 1, 2020

Salvaging Halloween During a Global Pandemic

By Berna Barshay

Halloween during a pandemic threatens to be more trick than treat… It’s October, so expect to see a deluge of articles asking the question, “Is Halloween Canceled?” A pandemic that has caused public health officials to warn against large gatherings and encourage social distancing and the minimization of face-to-face contact with strangers isn’t the most […]
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Biden would create stronger economic growth and more jobs, economists find; Will We See a 'Biden Bump'?; Kerrisdale short report on AtriCure; Lake Sunapee pictures

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, October 1, 2020
1) With the train wreck – oops, I mean first debate – behind us, all eyes are now on the election, which is only four weeks from Tuesday… As best I can tell, there’s a widespread view in the business and investing community that a Biden win (62% likely according to PredictIt and 79% likely […]

Amazon Dips Its Toe Into the World of Luxury

By Berna Barshay

Empire Financial Daily,
Wednesday, September 30, 2020
► Earlier this month, e-commerce giant Amazon (AMZN) expanded its reach into the world of fashion with the launch of its on-app Luxury Stores… While Amazon’s entry into the luxury arena had been long rumored, no one knew when it was coming or what it would look like. It turns out that Luxury Stores is […]

SPAC Investment Summit on October 8; General Motors extends talks on Nikola deal; Spruce Point short report on Sunnova Energy; The Underused Weight Loss Option: Bariatric Surgery

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, September 30, 2020
1) I’m going to be writing quite a bit in upcoming e-mails about special purpose acquisition companies (“SPACs”). These “blank-check companies” are both an alternative way for private companies to go public, eschewing a traditional initial public offering (“IPO”). They also represent a new asset class, open to all investors, not just institutions or high-net-worth […]

What the 'K Shaped' Economy Means for Your Financial Future

By Berna Barshay

Empire Financial Daily,
Tuesday, September 29, 2020
► I’m familiar with the concept of economic recoveries that are shaped like letters… I knew the characteristics that would designate an economic recovery a “V,” “U,” “W,” and even an “L”… But this fall, a new letter rose to prominence… Welcome to the “K shaped” economy. This is when professional workers in select industries […]

Three articles about Nikola; How Carlos Ghosn Escaped Japan; My advice to a novice investor

By Whitney Tilson

Whitney Tilson's Daily,
Tuesday, September 29, 2020
1) The media just dropped three more bombs on electric-vehicle maker Nikola (NKLA), which I believe is little more than a stock market promotion… Last night, CNBC published this story: Two women file sexual abuse complaints against Nikola founder Trevor Milton. Excerpt: Milton’s cousin Aubrey Ferrin Smith filed a formal complaint Saturday with the local […]
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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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