Whitney Tilson's Daily Newsletters

August. 2021

Self-assessment/personality tests; My high need for new stimulation; How I keep abreast of my work; Readers on my noninvesting writings

By Whitney Tilson

Whitney Tilson's Daily,
Wednesday, August 4, 2021
1) Regular readers have probably noticed that I'm almost constantly on the go, climbing, trekking, skiing, running, etc., preferably in new parts of the country or the world. Over the years, I've come to understand that this is just the way I'm wired. Specifically, I have an off-the-charts need for new stimulation, which has a […]

Returns of stocks trading at more than 15x revenues; The Power of the Fed; Two e-mails on getting vaccinated; Hiking in Yosemite Valley

By Whitney Tilson

Whitney Tilson's Daily,
Tuesday, August 3, 2021
1) I remember long ago – perhaps a decade – analyzing future stock returns of companies with at least a $10 billion market cap that traded at more than 10 times revenues... not earnings or earnings before interest, taxes, depreciation, and amortization ("EBITDA"). At that time, in the previous few decades (the limit of the […]

I finished my 54-mile trek; Hard Money's Million Dollar Podcast; The We That Didn't Work at WeWork; Ackman and Hilal on success, failure, and character

By Whitney Tilson

Whitney Tilson's Daily,
Monday, August 2, 2021
1) My guide and I did an epic, arduous, and magnificently beautiful 54-mile trek, including 20 miles on the famed John Muir Trail in California's Sierra Nevada mountains on Thursday, Friday, and Saturday. (I posted pictures on Facebook here.) I can't remember the last time I was off the grid for 48 hours. It felt […]
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.

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