Tuesday, May 11, 2021

The Psychedelic Revolution Is Coming; I just bought CMPS and MSOS in my personal account; Marijuana Legalization Will Be Good News for Pot Stocks; Excerpt on drug abuse from my book

By Whitney Tilson

1) This article on the front page of yesterday’s New York Times, The Psychedelic Revolution Is Coming. Psychiatry May Never Be the Same, reinforces what I wrote in my December 9 e-mail. Here’s an excerpt from the article: Dr. Doblin’s quest to win mainstream acceptance of psychedelics took a significant leap forward on Monday when […]
Recent Newsletters

Breaking Down the One of the Most 'Disappointing' Jobs Reports of All Time

By Berna Barshay

Empire Financial Daily,
Monday, May 10, 2021
► On Friday, analysts had expected the U.S. to add 1 million new jobs in April, but the number came in at just 266,000… The big miss prompted the economic research director at employment website Indeed to comment, “This might be one of the most disappointing jobs reports of all time.” Economists were looking for […]

How I Found What Could Be the First 10-Bagger in Empire Financial Research History

By Enrique Abeyta

Empire Financial Daily,
Saturday, May 8, 2021
Editor’s note: For this week’s Weekend Edition of Empire Financial Daily, we’re sharing a bit of investing wisdom from our colleague Enrique Abeyta. In it, he explains how he and his team look for stocks with multibagger long-term upside potential… In my Empire Elite Growth service, my team and I are willing to patiently wait […]

The Update Issue: Peloton's PR Whiff, Broadway Sets Its Opening Night

By Berna Barshay

Empire Financial Daily,
Friday, May 7, 2021
► It hasn’t been a great week for home fitness company Peloton (PTON)… On Wednesday, Peloton shocked the markets by issuing a recall of its treadmills and putting sales on hold for both its legacy Tread and the Tread+, the newer model released last year. The moves follow a warning from the Consumer Product Safety […]

Hunt for Next Crypto Winner; Dogecoin Is Up Because It's Funny; Cathie Wood's Ark Battered by Selloff; Four comments on bitcoin; At Home being acquired; Hertz is up 123% in the past two weeks

By Whitney Tilson

Whitney Tilson's Daily,
Friday, May 7, 2021
1) I’m not calling a market top yet, but it would be hard to find a better sign that we’re getting close (maybe six months?) than the rampant speculation in the cryptocurrency sector, as this story on the front page of today’s Wall Street Journal highlights: Dogecoin’s 12,000% Rally Spurs Hunt for Next Crypto Winner. […]

The Big Business of Mother's Day

By Berna Barshay

Empire Financial Daily,
Thursday, May 6, 2021
► The National Retail Federation (‘NRF’) expects spending on the Mother’s Day holiday to reach $28 billion this year… On average, the 85% of Americans celebrating Mother’s Day are expected to each spend $220 on gifts this year, which is $15 more than what the estimated spend was last year. Back in 2019, average spending […]
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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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