Friday, March 27, 2020

Wild week; My latest view; My report: Why I'm Optimistic That We'll Soon Stop the Coronavirus; Favorable macro factors; A world awash in liquidity; Alan Gula's comments; Bill Ackman's greatest trade of all time

1) What a wild week! The sharpest, fastest bear market in history – the S&P 500 Index was down 35.2% from its closing high on February 19 to its intraday low on Monday – was followed by the sharpest, fastest move back into bull market territory in history, as the index rallied 20% from that […]

Thursday, September 19, 2019

Patrick Byrne is a looney toon; Elon Musk and Adam Neumann are extreme narcissists and spoiled brats; Musk tries to defend "pedo guy" tweet; Ludicrous: The Unvarnished Story of Tesla Motors; How Adam Neumann's Over-the-Top Style Built WeWork; What's going to happen to Whee

By Whitney Tilson

1) Patrick Byrne, who until recently was the longtime CEO of Overstock (OSTK), disclosed yesterday that he sold all of his stock. To reassure his followers and Overstock shareholders, he released on his Deep Capture website – where he identifies himself as "a concerned citizen who has been hunting the oligarchy since 2004 and the […]

Wednesday, September 11, 2019

Join me at the Stansberry Conference in Las Vegas, October 7-9; Lumber Liquidators on a tear; Lessons for short sellers; Don't use stop losses

By Whitney Tilson

1) On Monday, October 7, I'll be speaking at the annual Stansberry Conference at the ARIA Resort & Casino in Las Vegas. I attended and spoke at the three-day event last October and really enjoyed it. Stansberry has a fabulous line-up of speakers who share tremendous insights and a wide range of great investment ideas. […]

Tuesday, July 30, 2019

The Power of Accelerating Growth; Beyond Meat is today's Tilray; Equinox Energy Fund down 85%; Facebook Connected Her to a Tattooed Soldier in Iraq. Or So She Thought.

By Whitney Tilson

1) Twice a week for the next few months, I'll be posting and sharing videos from the Q&A my friend Glenn Tongue and I did with our students last year when we taught our Lessons From the Trenches: Value Investing Bootcamp. The first video – one of the longest at 28 minutes – is on […]

Saturday, March 9, 2019

Today is the 10th anniversary of the market bottom

By Whitney Tilson

Today is the 10th anniversary of the day stocks bottomed during the Great Recession. For those of you who didn't live through it as an investor, it's hard to convey the degree of total panic at that time. The S&P had been cut in half in the previous 17 months and it seemed like stocks […]

Monday, March 4, 2019

Friday was the beginning of the end for Tesla

By Whitney Tilson

Ever since I got burned shorting Tesla in 2013, as it ripped from $35 to $205, I've been warning about the perils of shorting the stock. Elon Musk and his team have pulled too many rabbits out of their hat to bet against them. I'm also an admirer of the company and, mostly, of Musk. […]

Saturday, December 16, 2017

I'm calling the top of the bitcoin/cryptocurrency madness; The Daily Show on The Rise of Bitcoin and Other Stupid Meme Currencies; What’s Eating Bill Ackman?; holiday card

By Whitney Tilson

1. In the past week, I've been asked about bitcoin by a parade of the least-knowledgeable investors imaginable – and the only times such foolishness has happened before in my 18-year career were at the peak of the internet and housing bubbles, so I'm calling a top right now. Blockchain technology is real in the […]