Coronavirus Update 9/13/20

By Whitney Tilson

Sunday, September 13, 2020
1) This is a scary article in the Washington Post: Hospitals prepare for ‘nightmare’ scenario of flu and coronavirus striking at same time. Excerpt: Infectious-disease experts have warned of a new and potentially calamitous wave of coronavirus cases this fall, possibly cresting in winter when the flu and other respiratory viruses take hold. That creates particular […]

Coronavirus Update 9/9/20

By Whitney Tilson

Wednesday, September 9, 2020
1) STOP THE PRESSES! This New York Times article from August 29, Your Coronavirus Test Is Positive. Maybe It Shouldn’t Be, has me questioning a lot of things right now… I had always assumed that pretty much everyone who tested positive, whether symptomatic or not, had the coronavirus and could spread it. But this article […]

Coronavirus Update 9/2/20

By Whitney Tilson

Wednesday, September 2, 2020
1) Wow, this is big news: the Trump administration has effectively embraced Sweden’s model to dealing with the pandemic (though officially denying it) – what Adam Patinkin and my colleagues Enrique Abeyta and Alex Griese have been calling for: New Trump pandemic adviser pushes controversial ‘herd immunity’ strategy, worrying public health officials. Excerpt: One of President […]

Coronavirus Update 8/24/20

By Whitney Tilson

Monday, August 24, 2020
1) The news continues to be good from across the U.S. – cases, hospitalizations and deaths are all trending downward. It’s even possible that our daily new cases may fall below Europe’s if current trends continue, as this chart shows: This chart shows the numbers of hospitalized Americans: And deaths per day: And cases among […]

Coronavirus Update 8/19/20

By Whitney Tilson

Wednesday, August 19, 2020
1) My parents have lived in Kenya for the past 15 years and are now retired there. Every summer, they come back to the U.S. for a couple of months, mostly staying at our extended family’s house on Lake Sunapee, New Hampshire. This year, it’s no surprise that they had trouble confirming flights to the […]

Coronavirus Update 8/17/20

By Whitney Tilson

Monday, August 17, 2020
1) I’ve now lived nearly half my life – 26 years – in New York City. I lived on the Upper West Side for six months right after college from September 1989 until March 1990, when I was helping Wendy Kopp start Teach for America. I then returned to Boston and lived, worked, and studied […]

Coronavirus Update 8/13/20

By Whitney Tilson

Thursday, August 13, 2020
I just sent the email below to ~1,000 folks on some of my personal email lists and thought I’d also share it with my coronavirus list because many of the issues my friend discusses relate to the impact of the pandemic. Rising crime in big cities has been getting a lot of attention recently – […]

Coronavirus Update 8/10/20

By Whitney Tilson

Monday, August 10, 2020
1) I continue to believe that we’ve botched our response to the pandemic (a view reinforced by this article in yesterday’s WaPo: Prioritizing politics as thousands died: Inside the White House’s summer ‘disaster’ of a pandemic response), but it’s important to recognize that there’s another side of the story – even within my own firm! Below […]

Coronavirus Update 8/6/20

By Whitney Tilson

Thursday, August 6, 2020
1) A fascinating Twitter thread with a possible answer to one of the great puzzles of the pandemic: why have Asian countries, in spite of their close proximity to China and divergent approaches, been largely untouched by the pandemic? Because they have “widespread prior exposure to SARS-like viruses… immunity was already widespread.” This would be consistent with […]

Coronavirus Update 8/1/20

By Whitney Tilson

Saturday, August 1, 2020
1) Every summer for the past 15 years, I’ve co-hosted with an Italian friend a two-day Value Investing Seminar in the beautiful town of Trani, located on the Adriatic coast in the Puglia region, about a three-hour drive east of Naples. I love the beautiful, historic country and its wonderful people, so it broke my […]
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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