Friday, August 16, 2019

The WeWork scam; Evaluating GE; Druckenmiller buys GE; Briggs & Stratton hit a 45-year low; Overstock CEO Takes Aim at 'Deep State' After Romance With Russian Agent

1) Following up on Wednesday’s e-mail about WeWork, the more I learn about this company, the more obsessed I get… It’s a wild combination of Uber, Tesla, the Fyre Festival, and Theranos! It’s not a fraud, but it’s a total scam. You heard it here first: I don’t think this IPO happens, even with some […]

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Lumber Liquidators: Get in on the Ground Floor; Markopolos' short report on GE; Enrique Abeyta's take; Ackman bets on idol Warren Buffett's Berkshire Hathaway; My Berkshire slide deck

Thursday, August 15, 2019

1) It’s good to see the Wall Street Journal picking up on how crazy cheap Lumber Liquidators (LL) is. I could have written this Heard on the Street column myself! Lumber Liquidators: Get in on the Ground Floor. Excerpt: Investors with a stomach for volatility might want to wager on the next surprise being a […]

WeWork's IPO filing; 10% Tariffs Were Manageable. At 25%, Businesses Are Squirming; Former NYU Business School Standout Charged With Insider Trading

Wednesday, August 14, 2019

1) WeWork’s parent company, The We Company, just filed its Form S-1 (you can read it here) in preparation for its highly anticipated IPO, which could take place as early as next month. There are so many red flags surrounding this company (beginning with the dumbest name ever) that I scarcely know where to start. […]

Does investing in emerging markets still make sense? The bear and bull cases; How a Global Trash Glut Hurt a $25 Billion Industry; Speeding up videos

Tuesday, August 13, 2019

1) I’ve never invested in emerging markets (“EM”) for circle of competence reasons, but have always felt like they would be fertile grounds for investors who spoke the language and knew the countries well (due to their higher growth and less efficient markets). But not everyone agrees – there’s quite a bull-bear debate. This in-depth […]

Negative-yielding bonds, even among junk; Rating firms over-rating bonds; The Mooch and President Trump hurling tweets at each other

Monday, August 12, 2019

1) At the Berkshire Hathaway annual meeting in May 2009 during the depths of the financial crisis, Warren Buffett showed on the massive screens a copy of his buy order for a smidgen of debt that had a negative yield. He expressed amazement and said he never thought he’d see this. Yet look at the […]

Enrique Abeyta on Kraft Heinz's latest blowup; Buffett's first television interview; Meeting with The Mooch

Friday, August 9, 2019

1) My friend and longtime veteran of the Wall Street/hedge-fund world, Enrique Abeyta – who’s recently joined me at Empire Financial Research (stay tuned for details about his new daily newsletter that we’ll be launching) – nailed the impending blowup of Kraft Heinz (KHC) at our first shorting conference on May 3 of last year. […]

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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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