Whitney Tilson's Daily Newsletters

December. 2021

Is Private Equity Overrated? My reply to a fireman who hasn't been vaxxed; Greetings from Cotopaxi

By Whitney Tilson

Whitney Tilson's Daily,
Monday, December 6, 2021
1) Michelle Celarier makes some excellent points and raises spot-on questions in this weekend column for the New York Times: Is Private Equity Overrated? Excerpt: Since 2017, investors have poured more than $1 trillion into global private equity buyout funds. That amount dwarfs the cash directed to venture capital, real estate funds, private debt, hedge […]

Avoid AMC Entertainment; Investors snap up metaverse real estate in a virtual land boom; Scott Galloway: Inflated; Greetings from Quito

By Whitney Tilson

Whitney Tilson's Daily,
Friday, December 3, 2021
1) The 25 stocks in my "Short Squeeze Bubble Basket" that I identified in my January 27 e-mail have declined by an average of 34%, while the S&P 500 Index has risen by 22% – 56 points of underperformance. However, one notable exception is the largest movie theater operator in the world, AMC Entertainment (AMC), […]

Here's why the omicron variant doesn't matter to the stock market; Off to Ecuador today

By Whitney Tilson

Whitney Tilson's Daily,
Thursday, December 2, 2021
1) U.S. stock markets had their third rocky day out of four yesterday as investors try to figure out the impact of the new omicron variant. With that in mind, I wanted to share a fascinating analysis my colleague Enrique Abeyta sent out yesterday to his Empire Elite Trader subscribers (click here to sign up […]

Super-Apps Are Inevitable; What Europe can teach us about jobs; CEOs from India; Reader feedback on COVID-19 vaccines, love and hate

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, December 1, 2021
1) NYU marketing professor Scott Galloway thinks PayPal (PYPL) or Square (SQ), an Empire Stock Investor recommendation (you can subscribe here – it's only $49 for the first year), could become super-apps. Super-Apps Are Inevitable. Excerpt: The newest and maybe the most exciting entrants in this contest are coming from the payments business, including PayPal, […]
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.