Newsletters

September. 2021

We're Getting In Early on Apple's Next Big Launch

By Jeff Brown

Empire Financial Daily,
Friday, September 17, 2021
Since the arrival of the original iPhone, investors have had the chance to profit more than 4,500% on Apple's stock (AAPL)... So it's natural that some investors think the best way to profit from Apple's success is to simply buy AAPL shares and watch them rise. But Apple already sits at a more than $2.4 […]

Three more stories from The Facebook Files; Update your iPhone; Kara Swisher, John Carreyrou, and Ellen Pao on Elizabeth Holmes and Sexism in Tech; Glacier National Park

By Whitney Tilson

Whitney Tilson's Daily,
Friday, September 17, 2021
1) Following up on Wednesday's e-mail, in which I commended The Wall Street Journal for a great piece of investigative journalism, Facebook Knows Instagram Is Toxic for Teen Girls, the WSJ has subsequently published three additional horrifying stories about the social media giant. Facebook (FB) is one of the greatest, most dominant businesses of all […]

How to Profit From Apple's Next Big Move

By Jeff Brown

Empire Financial Daily,
Thursday, September 16, 2021
Editor's note: Regular Empire Financial Daily readers are familiar with our friend and colleague Jeff Brown over at Brownstone Research... He's one of the most sought-after tech investment experts in the world. And for the next few days, we're turning things over to him to share the details about a once-in-a-decade opportunity to profit with […]

Response to two readers; Visits with two other readers; Debate over Tesla's European market share; Elon Musk's SpaceX Launches First All-Civilian Flight to Orbit; Charity poker tournament in two weeks

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, September 16, 2021
1) I wanted to share some advice I gave to a reader who wrote: "I don't have any income other than Social Security and have a very, very small stash. I would like to try investing in something that might give me a return. With my knowledge (zippo) and a tiny amount of money, is […]

The Update Issue: A Snoozer from Apple, Crocs Makes a Big Sustainability Move, Broadway Is Back

By Berna Barshay

Empire Financial Daily,
Wednesday, September 15, 2021
Yesterday, tech giant Apple (AAPL) held its California Streaming event, providing its annual fall update to the product line… This annual product reveal is always highly anticipated and closely watched, although expectations were perhaps a bit muted in terms of what to expect as 2021 is considered an off-year when it comes to revolutionary upgrades […]

The Most Jaw-Dropping and Well-Deserved of Corporate Takedowns; Facebook Knows Instagram Is Toxic for Teen Girls; Pandemic update

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, September 15, 2021
1) I'm biased, of course, but I think my colleague Berna Barshay's free Empire Financial Daily is a must-read. She and I write our daily missives completely independently and quite differently. While we have similar approaches to investing, I tend to touch on various topics, while she does a deep dive into only one each […]

The Most Jaw-Dropping and Well-Deserved of Corporate Takedowns

By Berna Barshay

Empire Financial Daily,
Tuesday, September 14, 2021
Unless you are a teenage girl – or the parent of one – you may not have heard about Brandy Melville... While this retailer may not be a household name if you don't have a female teen in your life, the Brandy Melville chain was founded in Italy and has been a major retail success […]

Excerpt from The Rise and Fall of Kase Capital: When to add to, hold, trim, or exit your positions; Climbing Devil's Tower yesterday

By Whitney Tilson

Whitney Tilson's Daily,
Tuesday, September 14, 2021
1) In my August 17 e-mail, I shared an excerpt on portfolio management from my forthcoming book, The Rise and Fall of Kase Capital. This subject encompasses many things: How much of your portfolio is invested? Are you sitting on cash or using margin? How much is in stocks, bonds, real estate, cryptos, etc.? How […]

Epic 1, Apple 0... Despite Apple Claiming Victory and Epic Lamenting Loss

By Berna Barshay

Empire Financial Daily,
Monday, September 13, 2021
► After a year of clashing, Epic Games – maker of the hugely popular video game Fortnite – scored a courtroom win against tech giant Apple (AAPL)... On Friday, Federal Judge Yvonne Gonzalez Rogers ruled in favor of Apple on nine of 10 counts... but gave Epic a win on the tenth: she issued an […]

Bitcoin to Bucks: Crypto Fans Borrow to Buy Homes, Cars – and More Crypto; How TikTok Serves Up Sex and Drug Videos to Minors; Saving Par; Mt. Rushmore on 9/11

By Whitney Tilson

Whitney Tilson's Daily,
Monday, September 13, 2021
1) This kind of foolishness is yet another warning flag that I'm monitoring: Bitcoin to Bucks: Crypto Fans Borrow to Buy Homes, Cars – and More Crypto. Right now, it's still pretty small, so let's hope regulators step in before it becomes a real problem. Excerpt: Michael Anderson mined bitcoin in his dorm room and […]

Why You Should Pay Attention to NFTs

By Enrique Abeyta

Empire Financial Daily,
Saturday, September 11, 2021
► The desire to accumulate 'things' seems to be inherent to humans... It ranges across societies – from the little girl who collects Barbie dolls to the billionaire who owns dozens of sports cars. For some folks, the thrill of searching for and acquiring a specific item is the whole point of the activity. Others […]

What the Hell Is an 'NFT'?

By Enrique Abeyta

Empire Financial Daily,
Friday, September 10, 2021
► Until recently, nobody had really heard the term 'NFT'... However, if you watch CNBC, follow any financial media, or use any form of social media, you've likely heard it a lot recently. The idea of an NFT – or "non-fungible token" – is polarizing, garnering attention from both skeptics and fans and almost always […]

September issue of Empire Market Insider; Facedrive's shares plummet; Katharine is launched and our cross-country RV adventure begins

By Whitney Tilson

Whitney Tilson's Daily,
Friday, September 10, 2021
1) After the market close today, we're publishing the latest issue of my colleague Berna Barshay's Empire Market Insider newsletter... For this month's recommendation, Berna and her analyst Alex Griese did some boots-on-the-ground research in the Sunshine State to take a look at company operations and meet with management. They've found an undervalued stock that […]

The Massive Growth in Digital Assets Is Just Getting Started

By Enrique Abeyta

Empire Financial Daily,
Thursday, September 9, 2021
► The investment world offers many different types of assets... Of course, stocks, bonds, and options are the most popular... And then there are alternative investments – a wide selection of all "other" asset types. Within the universe of alternative investments, some of the most exotic are collectibles... and in particular, trading cards. Chances are […]

A Closer Look at 'Giving Season' in the Market; A risk-free offer to try Empire Elite Trader; Texas' GDP is larger than Mexico's; GDP trivia; Greetings from Carleton College

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, September 9, 2021
1) Following up on my market and macro overview in my September 2 e-mail, I wanted to share another reason why I'm constructive on the market, courtesy of my colleague Enrique Abeyta. Here's an excerpt from his missive yesterday to subscribers of his Empire Elite Trader newsletter... A Closer Look at 'Giving Season' in the […]

The Biggest Crypto Breakthrough of 2021

By Enrique Abeyta

Empire Financial Daily,
Wednesday, September 8, 2021
► The practice of collecting items – gold, art, ornaments, etc. – is almost as old as civilization itself... Over the centuries, holding a collection of objects took on various meanings. But each chapter in the history of collectibles contributed to the longstanding legacy of a practice that is still very much alive and well […]

Do we need to worry about inflation?; Which has a higher GDP, Texas or Mexico?

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, September 8, 2021
1) Following up on my market and macro overview in Thursday's e-mail, the debate about inflation continues to rage... Some folks think we have a big problem and point to this announcement (White House More Than Doubles Its Inflation Forecast in New Update) and this chart (source): However, most experts – and, importantly, the bond […]