Whitney Tilson's Daily Newsletters

June. 2021

My presentation on 'The Art of Short Selling'; Nathan Anderson, the Hindenburg founder taking on SPACs; Tesla and Other Bubble Stocks Have Deflated Just Like 2000; Boaz and Tali Weinstein's taxes; Remy: Dogecoin Rap; Dogecoin down 61% since I called the top

By Whitney Tilson

Whitney Tilson's Daily,
Monday, June 21, 2021
1) I’ve posted my presentation on “The Art of Short Selling” that I gave on Friday at the Ben Graham VIII Annual Conference here. In it, I give an overview of shorting (including the 12 reasons not to short and the 10 reasons to do so), share all the lessons I learned doing it for […]

My presentation on short selling today; The Twitter Revolution; Mark Cuban 'Hit' by Titan Crypto Crash; Bill Ackman Sent a Text to the CEO of Mastercard. What Happened Next Is a Parable for ESG

By Whitney Tilson

Whitney Tilson's Daily,
Friday, June 18, 2021
1) A final reminder that I’m speaking on the Long/Short Value Strategies panel at the virtual Ben Graham VIII Annual Conference from 12:00-1:45 pm Eastern today. My presentation follows my friend Joel Greenblatt of Gotham Asset Management, speaking from 11:05-11:50 am. I’ll be discussing “The Art of Short Selling” and sharing my favorite short ideas. […]

My analyst Kevin DeCamp's report: Tesla's FSD Software: Revolutionary or Vaporware?

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, June 17, 2021
My analyst Kevin DeCamp has been very bullish – and very right – on Tesla (TSLA) since he bought the stock in 2012 (which he still owns – hence my nickname for him: “100-Bagger”). He is also the happy owner of a Model S, which he bought in 2014, and a Model Y, purchased last […]

China to Release Metal Reserves in Effort to Tame Commodities Rally; Lumber Prices Are Falling Fast; How Hubert Joly Changed Best Buy Without Everyone Hating Him; Empire Financial Research Retreat

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, June 16, 2021
1) These two headlines in the Wall Street Journal caught my eye because they’re contrary to the skyrocketing inflation narrative: China to Release Metal Reserves in Effort to Tame Commodities Rally. Excerpt: China said it would begin to sell major industrial metals from state stockpiles, an effort to squelch factory-gate price increases that have hit […]

I'm speaking on the Long/Short Value Strategies panel on Friday; Tweet on TWTR; Lordstown Motors crashes again; After Credit Cards, Which Debt Should You Pay?; Jeers to Samsung; Cheers to ICanFixItForYou

By Whitney Tilson

Whitney Tilson's Daily,
Tuesday, June 15, 2021
1) I’m speaking on the Long/Short Value Strategies panel at the virtual Ben Graham VIII Annual Conference on Friday at noon, along with four other speakers: Christopher Brown, Founder, Aristides Capital Andrew Left, Founder, Editor, Citron Research Mitch Rubin, J.D., CFA, Chief Investment Officer, Portfolio Manager, RiverPark Funds Kurt Feuerman, Chief Investment Officer, Select U.S. […]

Warren Buffett and the Myth of the 'Good Billionaire'; Amazon Advertising Rates Soar in Pandemic-Fueled Surge; U.S. inflation over 100 years; Spartan race on Saturday

By Whitney Tilson

Whitney Tilson's Daily,
Monday, June 14, 2021
1) Following up on the ProPublica report I addressed in Wednesday’s e-mail (The Secret IRS Files: Trove of Never-Before-Seen Records Reveal How the Wealthiest Avoid Income Tax), the legitimate questions it raises about the fairness of our tax system are totally undermined by massively stupid, grossly unfair hatchet jobs like this one from yesterday’s New […]

Wealth Accelerator replay; Report on HCI Group; PSTH breakdown; Inflation; Cheers to Ally Financial; Jeers to Juul

By Whitney Tilson

Whitney Tilson's Daily,
Friday, June 11, 2021
1) My colleague Berna Barshay and I hosted Empire Financial Research’s first-ever Wealth Accelerator event yesterday, which was great fun – and, I think, educational for our viewers. Berna also announced the launch of her brand-new product, Empire Market Insider. For a limited time, we have a special offer available for it… but this won’t […]

Final reminder: Wealth Accelerator at noon today; Forbes cover story; AMC, Other Meme Stocks Turn Options Market Upside Down; SEC mulls GameStop, AMC 'gamification' crackdown; Farewell, Millennial Lifestyle Subsidy

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, June 10, 2021
1) A final reminder that at noon Eastern time today, I will be joining my colleague Berna Barshay for Empire Financial Research’s Wealth Accelerator event to launch her brand-new newsletter, Empire Market Insider. Tapping into her two decades of experience on Wall Street (following her graduation from Princeton and Harvard Business School) and her unique […]

The Secret IRS Files: Trove of Never-Before-Seen Records Reveal How the Wealthiest Avoid Income Tax; Buffett comment and tweet; The Untold Story of How Jeff Bezos Beat the Tabloids

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, June 9, 2021
1) I have to chuckle at the timing here… In Monday’s e-mail, I celebrated this news, Finance Leaders Reach Global Tax Deal Aimed at Ending Profit Shifting, and commented that: “It’s been infuriating to see the largest, most profitable global businesses paying little or no taxes.” Then, in yesterday’s e-mail, I included a chart showing […]

Berna Barshay's launch event on Thursday; MeWork; Anatomy of a hedge fund hack; Breakdown of Americans' net worth; Frederick Douglass' story of escaping slavery

By Whitney Tilson

Whitney Tilson's Daily,
Tuesday, June 8, 2021
1) My long-time friends, colleagues, and fellow veterans of the hedge-fund world, Enrique Abeyta and Berna Barshay, continue to knock the cover off the ball… Yesterday, Enrique released a brilliant 30-page analysis of the highly complex deal regarding Universal Music Group that Vivendi (VIV.PA) and Bill Ackman’s Pershing Square Tontine Holdings (PSTH) announced late last […]

The Type of Investor That Can Change Your Investing Life; Report on Pershing Square Tontine Holdings; The Pied Piper of SPACs; Finance Leaders Reach Global Tax Deal Aimed at Ending Profit Shifting; Millennials Are Running Out of Time to Build Wealth

By Whitney Tilson

Whitney Tilson's Daily,
Monday, June 7, 2021
1) My colleague Enrique Abeyta has been investing in special purpose acquisition companies (“SPACs”) for more than two decades, which is why he’s the perfect person to write our Empire SPAC Investor newsletter (click here to learn more about subscribing). It also makes him the perfect person to decipher the highly complex deal regarding Universal […]

William Ackman SPAC Nears $40 Billion Universal Music Deal; Carson Block interview; Wirecard's reluctant whistleblower tells his story; Biden Expands Blacklist of Chinese Companies Banned From U.S. Investment; The Mystery of the $113 Million Deli; In Vegas this weekend

By Whitney Tilson

Whitney Tilson's Daily,
Friday, June 4, 2021
1) I have no idea why shares of Bill Ackman’s SPAC, Pershing Square Tontine Holdings (PSTH), are down on this news: William Ackman SPAC Nears $40 Billion Universal Music Deal. Must be “buy the rumor, sell the news” foolishness… My colleagues and I love the recorded music business – more than 70% of it is […]

Berna Barshay's launch event; A blow-off top for AMC and the rest of my 'Short Squeeze Bubble Basket'; Cathie Wood's Bad Spring Is Only a Blip When the Future Is So Magnificent

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, June 3, 2021
1) In the two years since I launched Empire Financial Research, by far the two most important decisions I’ve made were persuading my long-time friends and fellow veterans of the hedge-fund world, Enrique Abeyta and Berna Barshay, to join me. It is not false modesty when I say they have been the drivers of Empire’s […]

I'm calling another top on 10 stocks in my Short Squeeze Bubble Basket; 'Please Help,' Beg Those Who Lost $2 Million to Fake Elon Musks; I bonds: The Safe, High-Return Trade Hiding in Plain Sight; The Scoop on Traveling to Europe This Summer

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, June 2, 2021
1) I never would have believed it, but the recklessness of a segment of retail investors appears to have no bounds in this market… After falling by more than 50%, the 25 stocks in the “Short Squeeze Bubble Basket” that I identified in my January 27 e-mail have rallied and are now “only” down 28% […]

Pandemic dashboard in the U.S. and around the world; A Marshall Plan for the world; Yes, lockdowns were good; My arguments to an unvaccinated friend

By Whitney Tilson

Whitney Tilson's Daily,
Tuesday, June 1, 2021
I continue to closely follow the pandemic, sending lengthy e-mails to my coronavirus e-mail list roughly once a week. If you’d like to receive them, simply send a blank e-mail to: [email protected] Below are excerpts from the e-mail I sent on Sunday. You can read the full e-mail here. 1) Though the pace of vaccinations […]
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 more than $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.

Click here for the full bio.