Whitney Tilson's Daily Newsletters

January. 2021

My interview; Short report on Triterras; Andrew Left's Citron Capital ends 2020 up 155%; Muddy Waters Pulls Off Big Gains; Get a COVID-19 vaccine ASAP if you qualify

By Whitney Tilson

Whitney Tilson's Daily,
Friday, January 15, 2021
1) I did a 40-minute interview recently with Siddharth Singhai, CIO of IronHold Capital, for his Leaders in Business and Investing podcast. You can listen to it here or watch the video of it here. In it, we discussed my forthcoming book, The Art of Playing Defense, current events, rational investing, and what it means […]

Grantham, Kass, and Rocker on a stock market bubble

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, January 14, 2021
Veteran investors Jeremy Grantham of GMO, my friend Doug Kass of Seabreeze Partners, and David Rocker, formerly of Rocker Partners, have all argued in recent days (see below) that the stock market is in a bubble that will soon burst. I think they’re right… but just early. 1) Here’s Grantham’s provocative essay: Waiting for the […]

My analyst Kevin DeCamp's views on Tesla's future

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, January 13, 2021
In my December 29 e-mail, I shared my analyst Kevin DeCamp’s essay on his 100-bagger with Tesla (TSLA). It’s a great story with many important insights, but it didn’t include Kevin’s views on the stock today and what the future holds for the company… so I asked him to write a follow-up essay, which you […]

Why Markets Boomed in a Year of Human Misery; Two Worlds: So Much Prosperity, So Much Skepticism; My dad on hearing aids

By Whitney Tilson

Whitney Tilson's Daily,
Tuesday, January 12, 2021
1) To understand where markets are likely to go from here, it’s critical to understand Why Markets Boomed in a Year of Human Misery, which is also the title of a fascinating recent New York Times article. My colleague Berna Barshay wrote about this in her Empire Financial Daily on Thursday: How the Pandemic Chose […]

We were right on the liberal landslide; Scott Galloway's predictions for 2021; Tiny Changes Can Help You Achieve Savings Goals for Retirement; Home from Kenya

By Whitney Tilson

Whitney Tilson's Daily,
Monday, January 11, 2021
1) Eight months ago, in my e-mails on May 13 and May 14, I told my readers, “It has become increasingly clear to me that we’re going to see a liberal landslide on November 3.” (Little did I know that it would take until January 6 for it to actually take place!) In mid-September, my […]

National COVID data; Joe Golton's comments; Scott Galloway on getting vaccinated; Vaccination data (U.S. vs. world)

By Whitney Tilson

Whitney Tilson's Daily,
Friday, January 8, 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 is an excerpt from the e-mail I sent to my readers yesterday (you can read the entire e-mail here)… 1) Here’s the […]

I'm an artist, not an entrepreneur; Thoughts on starting your own business versus working for someone else

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, January 7, 2021
In the summer of 2018, my investing seminar business, Kase Learning, was struggling. My friend and former partner in the hedge-fund business, Glenn Tongue, and I were teaching great content and getting superb feedback, but we hadn’t figured out the marketing – we just didn’t have enough “butts in seats” to generate a profit. In […]

Don't panic; Update on Empire Financial Research; Berna Barshay's Empire Financial Daily; I was once a speculator; E-mail from a reader; Dancing robots

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, January 6, 2021
1) Given that Democrats appear to have taken control of the Senate – and therefore both the Executive and Legislative branches of government – many investors are dumping stocks out of concern that the incoming administration of President-elect Joe Biden will now be able to pass legislation that they believe will be negative for stocks […]

Freedom Holding: After 'Borat,' the Silliest Kazakh Import of the Century; Would You Pay a 22-Year-Old Stanford Grad to Expose Wrongdoing?; DoorDash: 'The Most Ridiculous IPO of 2020'; My letter from a Zimbabwe jail

By Whitney Tilson

Whitney Tilson's Daily,
Tuesday, January 5, 2021
1) My friend Roddy Boyd at the Foundation for Financial Journalism recently exposed one of the most obvious promotions I’ve seen in quite some time – which has a $3 billion market cap! Freedom Holding: After ‘Borat,’ the Silliest Kazakh Import of the Century. Excerpt: This Las Vegas–incorporated bank and securities brokerage has its principal […]

Jack Ma Suspected to Be Missing; 2020 in 12 Stunning Charts; Enrique Abeyta's bullish outlook; Great News Quiz of 2020

By Whitney Tilson

Whitney Tilson's Daily,
Monday, January 4, 2021
1) Wow, what a reminder about the type of government we’re dealing with in China… Jack Ma Suspected to Be Missing. Excerpt: Mystery has deepened about the whereabouts of Chinese billionaire Jack Ma following reports that the Alibaba founder has not made any public appearance in the last two months… The entire episode is further […]
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.

Click here for the full bio.