Friday, May 29, 2020

Amazon will be a huge winner; Wall Street Is Blind to an Oncoming Earnings Disaster; Behind the Fall of China's Luckin Coffee; Protestors Criticized For Looting Businesses Without Forming Private Equity Firm First; Italy conference in September

1) This story further reinforces my view that Amazon (AMZN) is going to be a huge winner emerging from the coronavirus crisis: Amazon to Keep Most of the Jobs It Added During Pandemic. Excerpt: Amazon will keep most of the U.S. jobs it added to meet demand in March and April as it sees the […]
Recent Newsletters

Beware of Moderna; Reports of Value's Death May Be Greatly Exaggerated; The Day Coronavirus Nearly Broke the Markets; Chinese Companies Could Be Forced to Give Up U.S. Listings Under Senate Bill; Recovery Investing Event tomorrow; Feeding the homeless

By Whitney Tilson

Wednesday, May 27, 2020
1) Only two months after stocks experienced their sharpest decline in history, they’ve ripped higher. So it’s no surprise that pockets of foolishness are emerging… which my team and I are tracking so we can warn you about things to avoid. In that spirit, I asked Empire Financial Research Senior Analyst Steve Culbertson to identify […]

100,000 deaths; Why trying to achieve herd immunity is a bad idea; Five charts showing U.S. reopening; Hertz; Recovery Investing Event this Thursday

By Whitney Tilson

Tuesday, May 26, 2020
1) Today, the U.S. will pass a grim milestone: more than 100,000 deaths from COVID-19. This article puts that number in perspective: The historical comparisons are breathtaking. More Americans have died of the coronavirus in the last 12 weeks than died in the Vietnam and Korean Wars combined and nearly twice as many as died […]

Recovery Investing Event on Thursday; It's a great time to be a value investor; Small-cap value stocks are historically cheap

By Whitney Tilson

Friday, May 22, 2020
1) I’m participating in a free webinar called the Recovery Investing Event next Thursday at 8 p.m. Eastern time. I’ll be appearing on camera with a special featured guest, who will reveal how he knew the exact moment to sell his stocks ahead of the recent market crash, saving himself thousands of dollars in the process. We’ll […]

Enrique Abeyta on the coronavirus; Try out Empire Elite Trader risk-free for 30 days; Vaccine hope; Americans Expect Recovery to Take Years; Lockdown Delays Cost at Least 36,000 Lives; Coronavirus Shut Down the 'Experience Economy'; Superspreader Events Offer a Clue on Curbing Virus

By Whitney Tilson

Thursday, May 21, 2020
The coronavirus crisis continues to be the main driver of stocks, so that’s what I’m going to focus on in this e-mail… 1) My colleague Enrique Abeyta has written an in-depth, insightful piece, Why Your COVID-19 Opinion Matters in Investing, for subscribers to his Empire Elite Trader weekly newsletter. I highly recommend it, so, with […]
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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