Friday, May 24, 2019

Theresa May's resignation and Brexit; China Deserves Donald Trump; Shorts vindicated on MiMedx; My Tesla interview; How Tesla's greedy bankers ripped Tesla's face off; HBS and McKinsey

1) In the least surprising news of all time, U.K. Prime Minister Theresa May just announced her resignation amidst fury over her handling of Brexit. She is indeed one of the worst politicians of all time (as this article notes) and the critics are piling on today (Theresa May Meets Her Lonely End), but I […]

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Move on from Tesla?; Are Tesla's critics shameful and/or doing a grave disservice to society?; Dirty Two Dozen

Thursday, May 23, 2019

1) Following up on yesterday’s e-mail about my big call on Tesla (TSLA) on March 4, Friday was the beginning of the end for Tesla, one of my friends – who’s on my Tesla e-mail list (which, again, you can join by sending a blank e-mail to: [email protected]) – sent me the following e-mail to […]

Who I am and what I do; My big calls, the latest of which is Tesla

Wednesday, May 22, 2019

In response to one of my e-mails about Tesla (TSLA), one of the folks on my Tesla e-mail list (which you can join by sending a blank e-mail to [email protected]), who’s bullish on the stock (he’s owned a Model S for many years), e-mailed me the following: Please practice better and more careful reporting. You […]

Mallinckrodt getting destroyed; I ran 44 miles last weekend; Why I do a few extreme races/climbs each year

Tuesday, May 21, 2019

1) It’s good to see pharma firm Mallinckrodt (MNK) getting destroyed today, down more than 25%, on this news: Mallinckrodt Tumbles After Filing a Lawsuit Against the HHS on Acthar Gel. This was yet another scam I figured out years too early and got crushed on the short side, back when it was Questcor. Over […]

Zillow; Hudson Bay; Billionaire pays off Morehouse grads' student loans; Thousands of Taxi Drivers Were Trapped in Loans; Tony Robbins Berated Abuse Victims [and made] Sexual Advances

Monday, May 20, 2019

1) My “blink” reactions generally serve me well, but sometimes they’re wrong. In my May 8 e-mail, I wrote that Zillow’s (ZG) “instant home buying” program was “one of the dumbest ideas I’ve ever heard.” I take it back. Now that I’ve spoken with some bulls on the stock and done some more work on […]

The Day Traders Are Back, Now Playing With Options; Short idea: CYH; Travel tip; Reader feedback

Friday, May 17, 2019

1) I read this WSJ article with a strong sense of foreboding and deja vu: The Day Traders Are Back, Now Playing With Options. Excerpt: Mr. Rogers is often on the road and has been drawn to the ease of trading between meetings and the possibility of high returns. “I could invest $100 and get […]

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Each month in the Empire Investment Report, Whitney Tilson and his team share their top investment recommendations, ideas, predictions, and warnings – in short, everything you need to know to beat the markets in the coming years.

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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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